Follow This Guide When Hiring monday.com Experts

Running a successful small or mid-sized business can be a nerve-wracking task for business owners since they may have to wear many hats at once and manage operations from marketing to sales, finance, technical support, human resources, and more. With so much on the plate, it’s not surprising that pressure and stress are constant companions of business owners. The good news is that having a consultant by your side can help you navigate some of these responsibilities and avoid any potential uncertainty that you might face. In other words, hiring a consultant can be instrumental in driving business growth since they reduce the strain on business owners by offloading some of their responsibilities. If you are also planning to hire a consultant who can help you manage multiple projects simultaneously using monday.com, this informative piece is for you. Before we dig deeper into the factors that you need to look for when hiring a monday.com consultant, let’s quickly understand what exactly monday.com is.

What is monday.com?

monday.com is a popular project management tool that is engineered to transform the way you work. This robust Work OS has been around for several years and is widely used by 152,000+ customers worldwide. Using this project management tool, you can easily manage workloads, delegate tasks, track project progress in real-time, prioritize people management, improve collaboration enterprise-wide to drive a great business impact, shape workflows the way you want, and much more. This could be the reason why monday.com has become the go-to platform for working professionals across different departments including Creative & Design, Sales & CRM, Marketing, HR, Operations, Software Development, Project Management, and IT. What’s more interesting about monday.com is that it offers easy integration with an array of third-party applications including Slack, Outlook, Google Drive, Salesforce, Teams, Zoom, HubSpot, Mailchimp, and many more.

How to Hire monday.com Consultants Right the First Time

1) Define Your Project Requirements

First things first - before you look out for monday.com consultants, it’s considered wise to define your project requirements. By doing so, you can easily determine whether you actually need a consultant in the first place. This will also help you determine whether the consultant job can be managed with the help of your in-house team by reprioritizing some of their roles and responsibilities. In other words, defining your project requirements can you help you determine the talent gap in your business and if you plan to upskill your in-house resources, how steep would be the learning curve for monday.com.

2) Define the Scope of Services Needed

Once you have figured out there is a talent gap in your business and hiring a monday consultant is the best possible way to go ahead, you need to define the scope of services you need from monday consultant. monday consultants offer a wide range of services tailored to unique business requirements. Therefore, it becomes imperative to list down the services you require. By doing so, there will be clarity between both parties, which in turn, leads to nurturing a strong business relationship. When defining the scope of services, it is important to determine whether the consultant will work independently or you’ll collaborate with the consultant to overcome the challenges you’re dealing with whilst unlocking new business opportunities.

3) Vet Your Consultant Expertise

Another important step to hiring a monday consultant right the first time is evaluating their expertise. Though there are many ways to vet your consultant expertise, one of the easiest ways is to ask a few questions pertaining to the challenges you’re dealing with. For instance, you may ask the consultant how they may help you with project automation using monday.com. You can also ask the consultant how they may help you in overcoming collaboration challenges, streamlining workflows, and integrating third-party applications with monday.com. If the consultant manages to answer all your questions, you may shortlist them for the next round.

4) Check Reviews, Testimonials, and Project Portfolios

There are tens of thousands of monday consultants out there, the good news is that you can narrow down your search and shortlist the best consultant by examining the reviews, testimonials, and project portfolios. If you are hiring an independent monday consultant, you may look for reviews and ratings on the freelance marketplace platforms, however, if you are planning to hire a monday consultant from an agency, you can look for reviews and ratings on the B2B review and rating platforms such as GoodFirms, Clutch, G2, and more. Besides reviews and ratings, you may look for testimonials and project portfolios of monday consultants on their dedicated websites. Besides this, you should also look for the case study section to figure out how the monday consultant helps businesses overcome the challenges they are dealing with.

Summing Up

Over the last few years, the demand for monday consultants has been rising dramatically. However, the right monday consultant remains a nerve-wracking task for many business owners out there. Now, they can simply follow this detailed guide and refer to this as a checklist to ensure they hire a monday consultant right the first time.