How monday.com and Journee Streamlined Operations for a Membership Organisation Across the APAC Region.

Explore our client’s challenges, the problems we solved, the solutions we delivered, and the results we achieved.

Overview

EO APAC Bridge, a rapidly growing membership organisation spanning the Asia-Pacific region, faced significant operational challenges due to its dispersed board members, remote staff, and reliance on manual processes. Managing workflows, sales pipelines, and collaboration was becoming increasingly inefficient, threatening the organisation’s ability to scale effectively.

To address these issues, we implemented monday.com, a centralised work operating system tailored to meet the unique needs of EO APAC Bridge. This solution replaced manual spreadsheets, automated critical processes, improved visibility for board members, and streamlined collaboration across multiple time zones.

The result? Enhanced efficiency, better communication, faster onboarding, and a scalable system that supports the organisation's growth and operational goals across the APAC region.

Services

About the Client

EO APAC Bridge is a rapidly growing association of entrepreneurs across the Asia-Pacific region. Despite its success, the organisation faced operational challenges stemming from its dispersed board members, remote workforce, and reliance on spreadsheets to manage day-to-day tasks. These issues created inefficiencies, limited visibility, and onboarding difficulties for new staff members.

Challenges

  1. Rapid Growth

    The organisation’s expanding membership base and activities led to operational bottlenecks.

  2. Remote Workforce

    Staff located across multiple countries in APAC needed better tools for collaboration and centralised task management.

  3. Dispersed Board Members

    Board members lacked real-time visibility into operations, which impacted decision-making and accountability.

  4. Manual Processes

    Sales and project tracking were managed through spreadsheets, resulting in delays, errors, and duplication of work.

  5. Onboarding Difficulties

    Without a unified system, onboarding new staff was inconsistent and time-consuming.

Solution: Implementing monday.com.

We collaborated with EO APAC Bridge to design a tailored solution using monday.com that addressed their unique challenges.

Key Highlights of the Implementation:

1. Centralised Task Management

    • Transitioned from manual spreadsheets to monday.com, providing a unified platform for all projects, tasks, and communications.

    • Remote staff gained clear visibility into their roles and deadlines, improving accountability.

2. Automated Sales Processes

    • Designed an automated sales pipeline to track leads, follow-ups, and conversions.

    • Automated notifications reduced errors and ensured that no leads were missed.

3. Enhanced Visibility for the Board

    • Created dashboards that offered board members a real-time overview of operations and staff activities, ensuring informed decision-making.

4. Seamless Staff Onboarding

    • Built onboarding templates and workflows in monday.com, reducing onboarding time by 40%.

    • Provided new hires with access to training resources, tasks, and operational documentation in one location.

5. Scalable Solution

    • Designed the system to grow with EO APAC Bridge, accommodating increasing staff, members, and board requirements.

Results

  • 50% Increase in Efficiency

    • Automating processes and centralising operations significantly reduced time spent on repetitive tasks.

  • Improved Collaboration Across APAC

    • Remote staff and board members collaborated seamlessly in real time, bridging time zone differences.

  • Enhanced Board Oversight

    • Real-time dashboards provided a transparent view of staff tasks, enabling better tracking and management.

  • Faster Onboarding

    • New staff were onboarded 40% faster with structured, consistent processes.

  • Cost Savings

    • Streamlining operations reduced manual errors and administrative overhead, leading to long-term cost savings.

Client Testimonial

"The implementation of monday.com has been a game-changer for EO APAC Bridge. We now have clear visibility into our operations and staff tasks, and onboarding new team members is a breeze. The system is so efficient that it feels like it was built specifically for our needs. The support and expertise we received throughout this process were outstanding."

— David Bartholomeusz, EO APAC Bridge President

Conclusion

EO APAC Bridge’s transition to monday.com transformed its operations, allowing the organisation to scale efficiently while maintaining seamless collaboration. By automating processes, improving visibility, and streamlining onboarding, EO APAC Bridge is now well-positioned to support its growing membership and drive entrepreneurial success across the APAC region.

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