S&G Creative: A Centralized CRM and Work Order Management System on Monday.com

S&G Creative · Print & Packaging

The Challenge

Quotes, production jobs, and invoices at S&G Creative lived in separate spreadsheets with no connection between stages. Job tickets were printed and passed between teams, creating lag and risk of loss.

S&G Creative is a premium print and packaging company based in Tustin, California, providing custom labels, large format printing, screen printing, litho printing, rigid boxes, branded menu covers, and warehouse distribution services to enterprise clients including Estee Lauder, Forever 21, and Kaiser Permanente. As job volume increased, operational tracking became increasingly reliant on spreadsheets and paper job tickets that could not scale.

What Operating a 20,000 Square Foot Facility With Diverse Service Lines Means

High quote volume across multiple product categories
Complex production workflows involving proofing, vendor coordination, and multi-stage fulfillment
Project-based billing with tight margin tracking requirements
Multiple stakeholders requiring visibility into job status

Key Challenges Faced

Fragmented Job Tracking: Quotes, production jobs, and invoices lived in separate spreadsheets with no connection between stages.
Paper-Based Workflows: Job tickets were printed and passed between teams, creating lag and risk of loss.
No Real-Time Visibility: Management had no single view of open quotes, jobs in production, or pending invoices.
Jobs Falling Through the Cracks: No unified view of deal status, contract progress, or billing across the client portfolio.
Scalability Constraints: Growth meant more jobs, but the existing system could not handle increased volume without proportional administrative effort.

The Solution

TekConnected designed and built a unified operational system that replaced spreadsheets and paper job tickets with structured, connected workflows. The solution combines Monday.com as the operational platform with Make.com providing automated monitoring and reporting.

Monday.com as the Operational Source of Truth

Three core operational boards: Quotes and Estimates, Production, and Invoicing
Supporting boards for Contacts, Companies, Archive, and Team Task Management
Native automations replicating the original workflow logic with status-driven triggers
Board relations connecting quotes to production jobs to invoices
Dashboard providing real-time visibility into open orders, approvals needed, and tasks by department

Make.com Automation Engine

Inactivity Monitoring Scenario: Queries the Quotes, Production, and Invoicing boards weekly, identifies jobs inactive for 28 or more days, compiles a consolidated report grouped by board, and delivers a single email notification to management.

The underlying principle is that operational workflows should be system-driven, not spreadsheet-driven.

Technology Stack

Monday.comMake.com

Results & Outcomes

60 to 75% Reduction in Quote-to-Order Processing Time: Quotes flow directly into production and invoicing without re-keying.
Elimination of Lost or Overlooked Jobs: All active work is visible in real time across three operational boards.
Single Source of Truth for Job Status: CSRs, production staff, and management access the same live data.
Proactive Stalled Job Detection: Weekly automated reports surface jobs inactive for 28 or more days.
Reduced Administrative Overhead: Manual status tracking and paper job tickets replaced by structured workflows.

Strategic Impact

Clear audit trail from quote through production to invoice.
Consistent workflow enforcement via native Monday.com automations.
Scalable infrastructure supporting growth without adding administrative headcount.
Foundation for future integrations with accounting software and vendor portals.
Reduced onboarding friction, with structured boards replacing tribal spreadsheet knowledge.