Project: Custom Monday.com Workflow & Cross-Platform Automation

Client Type: Construction/Project Management Firm (Otanwa Nig PLC)

Tools Utilized: Monday.com, Slack, Email Automation

1. The Business Challenge (The Problem)

The client, a growing construction firm, managed all project stages manually, leading to significant visibility issues and delays, particularly when tasks hit a critical roadblock.

• Problem 1 (Lack of Visibility): Management had no instant, organized view of the four key construction phases (Preliminary, Escalation, Walling, Roofing, etc.).

• Problem 2 (Slow Escalation): Critical issues (e.g., failed inspections, material delays) were not immediately flagged to the Chief Officer, causing unnecessary project downtime.

• Problem 3 (Inefficient HR): The client required a digital, automated system for job applications that seamlessly integrated with their task management platform.

2. The Solution (My Technical Implementation)

I designed and implemented a two-part solution within Monday.com to establish a centralized Project Management Office (PMO) and automate all key team communications.

A. Construction Management Board

I built a custom board structure tailored to the client's exact workflow, complete with defined task ownership for  the team members

• Critical Escalation:

• Automation: WHEN Status changes to [Stuck], THEN send a detailed email notification directly to the Chief.

• Business Impact: Reduced Risk and guaranteed zero-delay alerts for project blockers, cutting downtime.

• Workflow Cleanup:

• Automation: WHEN Status changes to [Done], THEN move the item to the Completed group.

• Business Impact: Increased Efficiency by keeping active lists clean and providing accurate completion metrics.

• Real-Time Alerting:

• Automation: WHEN Status changes, THEN send a personal notification to the project manager via Slack.

• Business Impact: Improved Communication by integrating the workflow into the team's primary communication channel for rapid response.

B. Recruitment Pipeline Workspace

I created a separate, dedicated workspace and board to handle HR activities, ensuring sensitive applicant data was siloed from daily construction operations.

• Custom Form View: Developed a clean application form for candidates (eliminated unnecessary columns like 'Status').

• Automation: WHEN a form is submitted, THEN send an instant email notification to the recruitment specialist with the applicant's name and a direct link to the new item.

3. The Outcome 

The client received a fully functional, integrated system that transformed project visibility and team efficiency.

• Proactive Management: Blockers are resolved faster due to instant, targeted escalation.

• Organizational Structure: Demonstrated the ability to manage multiple business units (Construction vs. Recruitment) within a single platform via separate Workspaces.

• End-to-End Automation: Delivered a zero-touch pipeline from task completion to data cleanup, freeing up team time previously spent on administrative updates.