5 Key Things to Consider When Hiring monday.com Consultants

Today, businesses both large and small alike are using project management software to improve communication, drive workforce productivity, and streamline workflows to drive a greater business impact. monday.com is one such project management software that is trusted by over 152,000 customers globally across different departments including Marketing, Software Development, HR, Operations, Sales & CRM, Creative & Design, IT, and more. In other words, monday.com is helpful in breaking down organizational silos, improving cross-team collaboration, and increasing business agility. Though monday.com offers an array of benefits to businesses, there are chances that you may encounter a problem when using this project management software and don’t have enough resources in-house to tackle the challenge. You may also come across something new you wish to dive into and need expert help to make the most of it. In such a scenario, it makes sense to hire monday.com consultants. 

When it comes to hiring a monday consultant, you’ll find yourself sinking into a sea of independent consultants, agencies and consulting firms, and certified monday experts. With plenty of options available, it’s nerve-wracking to weed through and choose the right monday consultant. If you are also dealing with the same dilemma, this informative post is for you. Read on to this detailed piece to hire a monday consultant right the first time. Let’s get started.  

1) Identify Your Needs and Business Objectives

Before you start looking out for monday consultants, it's important to determine your existing skillset/staffing/requirements to make a calculated business decision. Begin with examining the problem you are facing and why you need a monday consultant in the first place. It's considered wise to check with your in-house talent first and determine whether this job can be handled by reprioritizing some roles and responsibilities of your in-house professionals. If you plan to upskill your in-house talent with monday.com, it’s important to figure out how big is the learning curve for a newbie. 

2) Define the Scope of Services Required

Once you have decided that hiring a monday.com consultant is the right approach to move ahead, you still need to define what sort of expertise or assistance you actually require. In other words, you need to define the scope of services required since monday consultants offer a wide range of services such as monday.com Integrations Services, monday.com Consulting Services, etc. By defining the scope of services needed, both parties will have clarity on the key objectives and can foster a strong business relationship. The thing important to note here is that when defining the scope of services, you need to determine whether you need an extra pair of hands to do exactly when you instruct them or you want to collaborate with the monday consultant to overcome the challenges you’re dealing with whilst unlocking new revenue streams.  

3) Examine the Consultant’s Experience and Expertise 

As stated above, there are hundreds of thousands of independent monday consultants, agencies and firms, and certified monday professionals out there, however, you can narrow down your search and hire the right partner by evaluating their experience and skill set. Always look for a consultant who has the rich industry experience and solved unique challenges of businesses across verticals. For instance, if you are struggling to integrate your CRM with monday.com, you should look for a monday consultant who has rich proficiency in offering monday integration services. Similarly, if you are planning to drive workforce productivity, you should look for a monday consultant who can help you shape workflows the way you want. 

4) Interview the Consultant

You shouldn't skip this step when hiring a monday consultant for your business. Though you may have examined the consultant’s experience and expertise in the previous step, it is still important to conduct an interview before onboarding. By conducting an interview in-person or over a video call, you can determine your potential consultant’s professionalism, communication, compatibility, capability, enthusiasm, and other critical aspects.  

5) Hire Consultants From Authoritative Platforms 

One of the easiest ways to hire a credible monday consultant is to begin your search from B2B review and rating platforms such as G2, GoodFirms, Clutch, LinkedIn, and more. These authoritative platforms allow you to narrow down your search and choose the right consultant by taking a sneak peek at the reviews and ratings given by former clients. In other words, examining the clients’ reviews gives you a fair idea about how your potential monday consultant deals with the challenges. Besides customer reviews, you may also look for case studies and project portfolios to get a deep understanding of your potential consultant expertise. 

Summing Up

monday.com has become a coveted project management software solution and businesses are looking for certified consultants for the successful implementation of this Work OS. However, hiring the right monday consultant can be a tough nut to crack, especially, if you are a newbie. However, if you follow all the steps aforementioned religiously, you can easily find the best consultant without any hassle. You may refer to this detailed post as a checklist when looking for a monday consultant for your business.