Editing Monday functions
Budget: $10 – $30 USD
Sigma Group has been actively operating since 2016 in the Georgian market. Our company serves companies of various sizes and industries and provides them with standard business services - accounting, legal, tax, marketing, and more. Also, we are actively involved in the planning and management of various large-scale projects.
Based on our many years of experience and local knowledge, we created a new direction for resident and non-resident partners – a business incubator, where you’re going to receive one-time and monthly services needed for your business. Our team actively helps clients seek new clients and create long-term partnerships with them. Sigma Group’s experienced team can help clients in the following directions:
Business plan preparation
Marketing plan preparation
Operational plan preparation
Strategic and organizational planning
Creating startup pitch/investment offer
Contract management
While growing and adding new clients, we must make sure that communication between our team and their team must be held effectively, without losing any information. For that, our team needs CMR system integration to improve our communication with clients, staff efficiency, and effective utilization of internal resources. We are planning to adjust Monday to our needs.
We need 4 main boards in our Monday workspace.
1) Main modules
Team members ( 3 Table (current stuff, contractor staff, finished contracts) with information: Employee, position, ID number, Date (start) Date (finish), contract file attachment, salary, mobile number, mail, and comment function.
Contacts ( Two tables (Client and Interested client) Contact, mobile, mail, manager, company)
Companies ( Three tables (client, interested client, and finished project) Company, manager, ID, address, industry, Contacts ( from the previous board)
2) Additional Modules
Survey form ( Results from surveys sent to our clients.)
Offers ( Offer, person, status, date, and file attachment.)
Contracts (Contract, person, status date, and file attachment.)
3) Clients
Client n1
• Staff ( Two tables ( permanent staff and temporary staff) position, user, team members, contacts)
• Project Tasks ( Task, owner, status, deadline, document (file attachment))
• Client Board ( chart, where the client can see how many tasks are given with their status.
4) Documents
Sigma Group ( Our documents )
Client n1
Based on our many years of experience and local knowledge, we created a new direction for resident and non-resident partners – a business incubator, where you’re going to receive one-time and monthly services needed for your business. Our team actively helps clients seek new clients and create long-term partnerships with them. Sigma Group’s experienced team can help clients in the following directions:
Business plan preparation
Marketing plan preparation
Operational plan preparation
Strategic and organizational planning
Creating startup pitch/investment offer
Contract management
While growing and adding new clients, we must make sure that communication between our team and their team must be held effectively, without losing any information. For that, our team needs CMR system integration to improve our communication with clients, staff efficiency, and effective utilization of internal resources. We are planning to adjust Monday to our needs.
We need 4 main boards in our Monday workspace.
1) Main modules
Team members ( 3 Table (current stuff, contractor staff, finished contracts) with information: Employee, position, ID number, Date (start) Date (finish), contract file attachment, salary, mobile number, mail, and comment function.
Contacts ( Two tables (Client and Interested client) Contact, mobile, mail, manager, company)
Companies ( Three tables (client, interested client, and finished project) Company, manager, ID, address, industry, Contacts ( from the previous board)
2) Additional Modules
Survey form ( Results from surveys sent to our clients.)
Offers ( Offer, person, status, date, and file attachment.)
Contracts (Contract, person, status date, and file attachment.)
3) Clients
Client n1
• Staff ( Two tables ( permanent staff and temporary staff) position, user, team members, contacts)
• Project Tasks ( Task, owner, status, deadline, document (file attachment))
• Client Board ( chart, where the client can see how many tasks are given with their status.
4) Documents
Sigma Group ( Our documents )
Client n1