monday.com Optimization & Workflow Automation
Client: Areal Consulting GmbH
„Working with Till Freitag's team was straightforward and solution-oriented from day one. Our monday.com setup is now a real management tool – no longer just a digital project and task list."
Jan Sieg
Managing Director, Areal Consulting GmbH
🎯 Challenge
As one of the first 100 monday.com customers in Germany – back when it was still called dapulse – Areal Consulting had a legacy setup that worked in principle but required an excessive amount of manual effort. Processes were opaque, information slipped through the cracks, and administrative overhead was disproportionately high.
💡 Solution
Through an intensive collaboration, the entire monday.com setup was restructured and fully automated. Weekly sync meetings followed by bi-weekly sessions ensured continuous improvement, with the system iteratively adapted to the team's needs – including workflow automations with Make and Tracket integration. Today, nothing falls through the cracks: full transparency and significantly reduced administrative overhead.
Kickoff & Analysis
During the intensive kickoff phase, the existing setup was analyzed, pain points identified, and a clear roadmap for optimization defined.
- Assessment of all boards, workflows, and integrations
- Identification of redundancies and automation potential
- Joint definition of goals and priorities with the team
Iterative Optimization
After the kickoff, weekly sync meetings were held to implement, test, and refine changes. This was then transitioned to bi-weekly sessions for continuous development of the setup.
- Workflow automations with Make for recurring processes
- Tracket integration for enhanced time management
- Ongoing adaptation to new requirements and team feedback
📊 Results
100 %
Project visibility
−70 %
Manual processes reduced
< 1 day
New employee onboarding
✅ Services Delivered
- monday.com Consulting
- Workflow & Process Design
- Automation
- Continuous Optimization