Streamlining Curriculum Development and Finance Processes with Enhanced Efficiency Through monday.com Integration

Organization

This State Community College System is a state-level institution that provides accessible education to a diverse student body. The State Community College’s finance group and curriculum development group aim to streamline internal processes to improve curriculum development and financial tracking, ensuring quality educational services across their community.

Challenge

Despite using monday.com for a few years, the college’s curriculum and finance teams faced significant challenges due to a lack of proper implementation support. Their existing setup made it difficult to report on data effectively, impacting their ability to track the status of curriculum development projects and manage resources efficiently. They sought a partner to restructure their boards and optimize internal processes to leverage monday.com to its fullest potential.

Solution

XTIVIA collaborated closely with the college’s teams to identify priorities and understand specific use cases. Over several months, we engaged with at least seven team members to gather insights and develop a tailored plan. Our approach involved a comprehensive rebuild of their boards, utilizing monday.com’s portfolio feature to enhance visibility for the executive team. We also recommended the integration of monday.com’s CRM to facilitate better communication with subcontractors, faculty, and students. This solution not only improved workflow but also set the foundation for scalable future enhancements.

The extensibility and reusability of the new setup allowed the college to adapt quickly to changing demands with automated processes, reducing repetitive tasks and freeing up resources for new projects. Their executive-level team could now better see how their team was performing on curriculum development.

BUSINESS RESULT

Following the implementation of XTIVIA’s solutions, the college experienced a remarkable transformation in its operations. They adopted the new processes effectively, which allowed them to take on more projects and efficiently manage curriculum requests. The enhancements made it easier for teams to track progress and report on key performance indicators, thereby resolving the issues identified and significantly improving overall operational efficiency.

CUSTOMER QUOTE

 “Getting on the scoping calls felt like we were talking to a business therapist. The support from XTIVIA helped us identify best practices for monday.com and set up our processes effectively.”

 KEYWORDS
monday.com, curriculum development, process optimization

 SOFTWARE
monday.com Work OS & CRM Products, Google Calendar integration

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