Optimizing Healthcare Project Management with Monday.com

This case study highlights how a healthcare consultancy transformed its project management processes through the implementation of Monday.com. The organization faced challenges in managing projects and resources, which were effectively addressed by CRG Solutions. The resulting solution not only streamlined operations but also significantly enhanced efficiency and collaboration across teams. 

The customer operates within the healthcare industry, specializing in medical communications and consultancy. They focus on managing medico marketing projects that require meticulous planning and execution. The organization employs a Project Management Office (PMO) team to oversee projects, while various specialized teams, including science, design, accounts, and HR, collaborate to ensure successful project delivery. The need for change was identified in their project management processes, particularly in resource allocation and business development tracking. 

The organization faced significant challenges in managing their project workflows and resource allocation. Key issues included: 

• Impact on Processes: Inefficiencies in tracking business development activities and project management led to delays and miscommunication among teams.  
• Concerns: Difficulty in generating reports, managing workloads, and tracking project progress created bottlenecks, affecting overall productivity and revenue generation. The existing proposal template lacked crucial information, leading to additional manual work and potential errors. 

The CRG Solutions team collaborated closely with the customer to implement a tailored solution using Monday.com. The following steps were taken: 

• Understanding the Problem: The team conducted a thorough assessment of the existing processes and identified gaps in project management, resource tracking, and invoice creation. 

• Tools Implemented: Monday.com was customized to automate project management tasks, including time management and resource allocation. Key features included: 

• Automated proposal generation with fields populated directly from the board. 

• Customizable invoice templates that automatically populate with relevant data.

• A resource management system that tracks actual hours worked and calculates total hours based on project milestones. 

• Impact Made: The implementation streamlined processes, reduced manual entry, and improved visibility into project status and resource allocation. 

• Technical Details: The solution involved setting up automated workflows, permissions management, and reporting features within Monday.com. The project took approximately 45 days, requiring around 120 hours of combined manpower from the CRG Solutions team and the customer’s teams.