Certified monday.com partnerImplementation · migration · training

monday.com Implementation Partner & Certified Consultant

We design, build, and launch monday.com systems for businesses that have outgrown spreadsheets and disconnected tools. CRM and sales pipeline, project delivery, automation, accounting integration, data migration, and team training, built around how your business already works.

You work directly with the person who builds your system. Michael runs discovery, configuration, and training. No handoff to a junior after the sales call.

Book a strategy call How to choose a partner
Certified Partner

What does a monday.com implementation partner do?

A monday.com implementation partner maps how your business already works, then builds monday.com around that process. The work covers board and workflow architecture, automations, integrations with the other tools you run on, migration of your existing data, and training your team to use the result.

An implementation partner is different from a reseller. A reseller sells you licences. An implementation partner builds the system those licences run. TekConnected is a certified monday.com partner and does implementation only, working inside your own monday.com account so you own the workspace, the data, and the licences.

Buyer guide

How to choose a monday.com implementation partner

Six questions worth asking any partner before you sign, including the ones where we are not the strongest answer. If a partner cannot answer these plainly, keep looking.

01

Is the partner certified, and at what tier?

Certification means monday.com has verified the partner can deliver implementations, and it gives them direct access to partner support when a platform-level problem appears mid-build. Ask for the certification and the tier.

Certification is a floor, not a guarantee. A certified partner with no experience in your kind of business will still hand you a generic build. Treat it as a filter, then judge the work.

02

Does the person who runs discovery also run the build?

This is the question most buyers forget and most regret. At many agencies the person who maps your workflow on the sales call is not the person who configures the boards. Detail is lost at that handoff, and you re-explain your business to someone new.

Ask directly: who is in the discovery session, and who does the configuration? If those are different people, ask how the context transfers. At TekConnected they are the same person.

03

Is there a real discovery phase before anyone configures anything?

A build that starts in the software starts in the wrong place. Discovery should document how leads, jobs, approvals, handoffs, and reporting work today, including the informal steps nobody wrote down.

If a partner quotes a fixed price before seeing your workflow, they are selling a template. A serious partner scopes after discovery, not before.

04

Do they do implementation, or licence resale with configuration attached?

Some partners make their margin on licences and treat the build as a bolt-on. That model rewards seat count rather than a working system, and it can leave your workspace owned by the agency rather than by you.

Ask whether you buy licences directly from monday.com and who owns the account. You should own it. If the answer is complicated, that is your answer.

05

Do they have experience in your industry?

Industry experience shortens discovery because the partner already knows what a change order, a retention payment, or a compliance deadline is. It reduces the number of times you have to explain your own business.

It is not the only thing that matters. A partner strong in your industry but weak at automation or integration will build something that looks right and does not scale. Weigh both.

06

What happens after launch?

Most implementations fail in the month after go-live, not during the build. Real usage exposes gaps that no discovery session catches, so there should be a tuning period after launch, not a handover and an invoice.

Ask what training you get, whether you receive written SOPs, and whether your team can change the system without calling the agency. If every change needs a support ticket, you have bought a dependency.

What we implement

The seven things a monday.com build usually covers

Not every build needs all seven. Scope is set after discovery, based on which parts of your operation are actually costing you time.

CRM and sales pipeline

Lead capture, stages that match how you actually sell, owner assignment, follow-up automation, and quote or estimate tracking through to won.

Project and work management

Delivery boards, scheduling, resource and crew allocation, milestone tracking, and the handoff logic that moves a won deal into live work.

Cross-tool automation

Make.com, n8n, and Zapier scenarios that connect monday.com to the systems it does not natively talk to, with deduplication and error handling built in.

Accounting integration

QuickBooks and Xero connections for invoicing, payment status, and job costing, so operations and finance work from one record instead of two.

Dashboards and reporting

Role-based views for owners, managers, and delivery teams. Pipeline, workload, margin, and overdue work visible without asking anyone for an update.

Data migration

Imports from Salesforce, HubSpot, Pipedrive, Asana, Trello, or spreadsheets, with field mapping agreed up front and a sample batch checked before the full load.

Training and rollout

Live walkthroughs by role, recorded sessions, and written SOPs, so adoption does not depend on one person remembering how it works.

Industries

Where we have built monday.com systems before

Construction is the specialism. The rest are industries where we have shipped real builds, each linked to the full case study.

Construction and tradesFlagship

Our deepest specialism. Quote-to-job-to-billing handoffs, change orders, crew scheduling, and compliance tracking for general contractors and specialty trades.

See the construction-specific page

Manufacturing

Made-to-order production, configured pricing, work orders, and the finance connection between an order board and the accounting system.

Professional and financial services

Client delivery pipelines, recurring obligations, document generation, and cross-client reporting for firms billing on engagements rather than units.

Real estate and property management

Campaign tracking, portfolio oversight, lease and critical-date alerts, and compliance chasing across large property portfolios.

Field services and maintenance

Job dispatch, recurring maintenance schedules, and the billing connection that turns completed work into an invoice without re-keying it.

Where you start

Three ways teams come to us with monday.com

Each starts with the same discovery session. What changes is how much of the work is build versus rebuild.

01

Starting from scratch

No monday.com account yet, or an empty one. We map the workflow, design the board architecture, build it, migrate what you have, and train the team. Most builds take 6 to 8 weeks.

02

Cleaning up an existing workspace

You bought monday.com, built something in a hurry, and hit a ceiling. We audit what exists, keep the boards and history worth keeping, rebuild the structure that is not working, and archive the noise. Usually in a clean staging workspace inside your existing account, so your team keeps working through the rebuild.

03

Migrating from another tool

Moving off Salesforce, HubSpot, Pipedrive, Asana, Trello, or spreadsheets. We agree the field mapping, import contacts, companies, open deals, active projects, values, and dates, archive closed records so reporting stays clean, and check a sample batch with you before the full load.

Case studies

monday.com builds we have shipped, across industries

Six builds spanning construction, manufacturing, property, field services, and finance. Every one links to the full write-up.

Construction

Steel Craft Builders

Four connected boards. Roughly 70% less manual data re-entry per job, and 4 to 5 hours saved at every handoff.

monday.comDocuSignOutlookOneDrive
Read the case study Manufacturing

Meljac North America

Order-to-cash automation between monday.com and QuickBooks. Invoices, deposits, and final payments post themselves.

monday.comMake.comQuickBooksStripe
Read the case study Commercial masonry

Winegardner Masonry

Change-order documents generate from structured board data. Manual preparation time down 70 to 80%.

monday.comMake.comGoogle Sheets
Read the case study Property management

Ray White Management QLD

Won deals build their own onboarding boards. Lease expiries flag at 180, 120, 90, and 60 days automatically.

monday.comMake.comJotFormGmail
Read the case study Field services

PCMGKC

Project data becomes a QuickBooks invoice on one trigger. Manual invoice processing down 70 to 85%.

monday.comMake.comQuickBooks
Read the case study Wealth management

JMI Investments

Share transfer documents generate from live market data. Manual task load down 90%.

monday.comMake.comQuickBooksDocuGen
Read the case study
Pricing

What a monday.com implementation costs

Most monday.com implementations land between $8,000 and $25,000. A single-department pipeline sits at the lower end. A connected system spanning sales, delivery, and billing with accounting integration sits at the upper end.

What moves the number

  • Number of departments: One sales pipeline is a smaller build than sales, delivery, and billing connected end to end.
  • Depth of automation: Status notifications are quick. Cross-board triggers, document generation, and conditional logic take longer.
  • Accounting integration: Connecting QuickBooks or Xero adds scope beyond the monday.com workspace itself.
  • Data migration volume: Importing years of records from Salesforce, HubSpot, or spreadsheets adds mapping and clean-up work.
  • Number of users to train: Training five people is one session. Training five departments is several, plus recorded SOPs.

Fixed scope and a fixed price are confirmed after the strategy call, once we have seen how your work actually moves. No hourly billing, no open-ended engagements.

Who does the work

You work with the person who builds your system

The most common complaint about implementation agencies is the handoff: you are sold by one person and delivered by another. That does not happen here.

Michael HaylesFOUNDER

Michael Hayles, Founder & Implementation Lead

Michael runs your discovery session, the configuration, and the training. Before building monday.com systems he spent 25 years building and scaling companies, including running demolition and HVAC businesses in London. He understands crews, estimates, job handoffs, and the cost of running operations from memory instead of a system.

That is why every build starts with workflow first, software second. Specialists join for specific work such as integrations or data migration, but the person who scoped your build stays accountable for delivering it.

25 yrsBuilding & scaling companies
Hands-onEvery strategy call & build
OperatorWorkflow first, software second
Call Mike directly:+1 917 540 1739
monday.com Certified Partner·Implementation, not resale·You own your monday.com account, data, and licences
FAQ

monday.com partner questions, answered.

The questions buyers actually ask before hiring an implementation partner, including cost, certification, migration, and who does the work.

An implementation partner maps how your business already works, then builds monday.com around it. That means designing the board structure, configuring statuses and permissions, building automations, connecting the other tools you run on, migrating your existing data, and training your team. A partner is not a reseller. Buying licences through someone does not get your workspace built. The build is the work, and it is what you should be paying for.
Most builds land between $8,000 and $25,000. A single-department sales pipeline sits at the lower end. A connected system spanning sales, delivery, and billing with accounting integration sits at the upper end. What moves the number is the number of departments, the depth of automation, whether we connect QuickBooks or Xero, how much data needs migrating, and how many people need training. monday.com seat licences are separate and paid to monday.com directly.
Yes. TekConnected is a certified monday.com partner. We build inside your own monday.com account rather than reselling a locked-down version of it, so you own the workspace, the data, and the licences. If you stop working with us, nothing changes hands and nothing stops working. Certification also means direct access to monday.com partner support when a platform-level question comes up mid-build.
Most builds take 6 to 8 weeks. Week 1 is workflow mapping. Weeks 2 to 4 are configuration, automation, and dashboards. Week 5 is training. From week 6 we tune the system against real usage. Simple single-pipeline builds move faster. Builds spanning several departments, deep automation, accounting integration, or large data migrations take longer. You get a fixed timeline with the fixed scope after the strategy call.
Yes, and it is a common starting point. Teams buy monday.com, build something in a hurry, and hit a ceiling six months later. We audit what exists, keep the boards and history that are working, rebuild the structure that is not, and archive the noise. Usually we build in a clean staging workspace inside your existing account so your team keeps working while the new structure is assembled.
Yes. Migration is part of most builds. We import from CSV or a direct export out of your current tool. Contacts, companies, open deals, active projects, values, owners, and key dates carry across into the new board structure. Closed and historical records usually go into an archive board so reporting stays clean without losing the record. We agree the field mapping with you, run a sample batch, check it together, then load the rest.
Michael runs your discovery session, the configuration, and the training. He is not a salesperson who hands you off once the contract is signed. Before building monday.com systems he spent 25 years building and scaling companies, including running demolition and HVAC businesses in London. Specialists join for specific work such as integrations or data migration, but the person who scoped your build stays accountable for delivering it.
Every build includes a tuning period after go-live, where we refine automations, dashboards, reminders, and handoffs once the team is using the system on real work. Rollout includes live walkthroughs, recorded training, and written SOPs so your team is not dependent on us to make changes. Ongoing support is available if you want it, but the goal is a system you run yourselves. Most clients return for new phases rather than routine maintenance.
Salesforce is powerful and expensive, and usually needs a dedicated admin to stay useful. HubSpot is strong at marketing and sales but stops at the closed deal, which is where delivery work starts. Asana and Trello handle task management well but are weak as a CRM. monday.com covers pipeline through delivery in one system and is flexible enough to match an existing process rather than forcing a new one.
All work is delivered remotely, over video calls and shared screens. We work with clients across the United States, Canada, the United Kingdom, and Australia. Discovery sessions, build reviews, and training are scheduled around your working hours. Remote delivery is what keeps the same person on your build from first call to launch rather than routing you to whoever is local.
Book the call

Book a 30-minute monday.com strategy call. Talk to the person who builds it.

We look at how your work moves today, where it leaks, and what a monday.com build should actually include. You leave with a one-page build blueprint either way, and a fixed scope and price if you want to go ahead.

Certified Partner30 min · No hard sell · Fixed scope & price after the call
CRM Strategy Call
30 min · Google Meet
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