✓ Advanced Workflow Certified · monday.com Bronze Partner
Monday Work Management — set up, automated, and managed for your business
Certum Solutions implements Monday Work Management for growing businesses — configuring portfolios, building automations, connecting to your accounting system, and offering ongoing managed services so your operations run without constant oversight.
Nationwide Service
Local business support
Portfolio Management
Setup, tracking & reporting
Adv Workflow Certified
Automation & workflows
Accounting Integration
Connect projects
✔️ Woman-Owned & BBB Accredited
✔️ Managed Services Available
✔️ Platform-Agnostic Advisors
✔️ QuickBooks + Xero Integration
What is Monday Work Management?
The AI-powered work OS that connects every level of your business
monday Work Management is an AI-powered platform for managing projects, portfolios, team workflows, and operational processes across your entire organization. It gives teams flexibility and leaders the visibility to drive strategy to execution — all in one place.
Unlike basic project management tools, monday Work Management scales from individual task tracking to enterprise-wide portfolio oversight — with automation, dashboards, and reporting built in. Over 180,000 businesses use monday.com for their operations.
With Certum as your implementation partner, your monday Work Management environment is configured correctly, automated intelligently, and connected to your financial systems — so your operations and your books stay in sync.
Who Monday Work Management Is For
Four principles that drive every implementation
Professional services firms
Consulting, marketing, accounting — track client projects, deliverables, and resource allocation in one workspace.
Operations-heavy businesses
Manufacturing, distribution, and field service businesses managing workflows across multiple teams and locations.
eCommerce & product teams
Product launches, supplier workflows, fulfillment processes, and marketing campaigns — all tracked in one system.
Leadership needing portfolio visibility
Executives and managers who need a live view of every initiative, resource, and timeline across the organization.
Certum Managed Services for Monday Work Management
We run your monday.com the way we run your books
Most businesses implement monday Work Management and then watch it slowly drift — boards get cluttered, automations break, projects pile up without being archived, and stakeholders stop trusting the data. Certum's managed service prevents that by keeping your environment current and clean on an ongoing retainer.
Think of it as a dedicated monday.com operations manager without the overhead of a full-time hire. Starting from a monthly retainer tailored to your volume and needs
Portfolio tracking & maintenance
Active projects tracked, status updated, and portfolio boards kept current — on your timeline.
Automation maintenance
Automations kept current as your processes evolve. New automations built when workflows change.
Stakeholder reporting
Weekly, monthly, or quarterly reports sent to leadership, clients, or board members — automatically generated from live data.
Archive management & workspace hygiene
Completed projects archived on schedule. Workspace kept clean, searchable, and fast.
New project setup
When new work comes in, we create the board, assign the template, set up automations, and onboard the team.
User onboarding & off-boarding
New team members oriented to their boards. Departed employees cleanly removed and reassigned.
Full Service Offering
Every Monday Work Management service you need
From first implementation through long-term management — Certum handles every stage of your monday Work Management journey.
Start Here
Work Management Implementation
Full workspace design & build; board architecture, item structure, views, dashboards, & user setup built around your actual operational workflows.
Workspace and board architecture design
Item types, subitems & column configuration
Views: Gantt, Kanban, timeline, calendar
Dashboard and KPI configuration
User roles and permission setup
Most Differentiated
Managed Services (Ongoing)
We administer your Monday Work Management environment on a monthly retainer — portfolios tracked, reports sent, projects set up, and workspace kept clean.
Monthly stakeholder reports
Portfolio & project tracking
New project board creation
Automation maintenance
Archive & workspace hygiene
Advanced Workflow Automation
Eliminate manual handoffs and repetitive status updates with automations that keep your operations moving automatically.
Task assignment & routing automations
Status change triggers & notifications
Cross-board workflow connections
Approval & escalation workflows
Integration automations via Zapier / Make
Accounting System Integration
Connect Monday Work Management to QuickBooks or Xero — project costs tracked & synced to your accounting system for accurate financials.
Project cost tracking → accounting sync
Invoice status visible in project boards
Time tracking → billing integration
Budget vs. actuals visibility
Custom integration design & testing
Team Training & Onboarding
Role-specific training in your live Monday environment. Project managers, team members, and executives each learn what's relevant to their role.
Project manager administration training
Team member daily workflow sessions
Executive dashboard & reporting review
Recorded sessions
Process documentation
Migration & Rescue
Moving from Asana, Trello, ClickUp, or Basecamp? Or already on Monday but your workspace is a mess? Certum handles migrations and rescue projects end-to-end.
Data migration from any PM platform
Existing workspace audit & cleanup
Board restructure & redesign
Automation rebuild post-migration
Re-training on corrected environment
Ready to get Monday Work Management running for your team?
Advanced Workflow Certified. Managed services available from day one. One of few partners who connects your projects to QuickBooks or Xero. Free 30-minute consultation — no commitment.
Prefer to call? (980) 210-6946
What Teams Use It For
Monday Work Management use cases Certum builds
Every board Certum builds is designed around how your team actually works — not a generic template copied from monday's library.
Client Project Management
From kickoff to delivery — task tracking, milestone management, client communication, and deliverable approval workflows.
Portfolio Oversight
Executive-level portfolio dashboards showing status, timeline, resources, and budget across every active project simultaneously.
Requests & Approvals
Intake forms, approval routing, and status tracking for internal requests, client changes, and procurement workflows.
Product & Launch Management
New product launches, campaign rollouts, and go-to-market plans tracked from strategy through execution in one board.
Resource Planning
Team workload visibility, capacity planning, and assignment management — so nothing is over-promised and underdelivered.
Recurring Operations
Monthly reporting, recurring client work, onboarding checklists — templated, automated, and consistent every cycle.
Construction & Field Projects
Job tracking, subcontractor coordination, inspection checklists, and punch lists — connected to job costing in your accounting system.
Marketing Campaign Tracking
Content calendars, campaign timelines, asset management, and approval workflows for marketing teams of any size.
Monday.com Resources
Guides, case studies & tutorials from Certum
Created from real client work — not theory. Use these to learn more before your consultation, or share with your team after go-live.
Frequently Asked Questions
Common questions about Monday Work Management
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monday Work Management is an AI-powered work operating system for managing projects, portfolios, team workflows, and operational processes across an entire organization. It connects individual tasks to strategic initiatives, giving teams flexibility and leaders visibility to drive strategy to execution. It includes project management, resource planning, portfolio oversight, workflow automation, reporting dashboards, and integrations with hundreds of business tools.
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Certum's monday Work Management managed services mean we run your monday.com environment on an ongoing monthly retainer. This includes maintaining project portfolios, setting up new project boards as work comes in, sending stakeholder reports on your preferred cadence, building and updating automations, archiving completed projects, managing workspace hygiene, and onboarding team members. Think of it as a dedicated monday.com operations manager without the overhead of hiring one full-time.
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A standard implementation for a small to mid-sized team typically takes 2 to 6 weeks with Certum. This includes workspace design, board architecture, automation setup, dashboard configuration, integrations, and team training. Larger implementations with multiple departments, complex portfolio structures, or accounting system integrations may take 5 to 12 weeks. Certum provides a detailed timeline and fixed-scope proposal after a free discovery call.
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Yes. Certum connects monday Work Management to QuickBooks Online and Xero so project costs, time tracking, and budget data sync to your accounting system. This is possible because Certum holds certifications in monday.com, QuickBooks, and Xero simultaneously — a combination no other monday.com partner in the region offers. For construction, professional services, and project-based businesses, this integration eliminates the manual job costing reconciliation most teams do at month-end.
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Yes. Certum handles migrations from Asana, Trello, ClickUp, Basecamp, Jira, and other project management platforms to monday Work Management. We map your existing project structures to monday's board and item architecture, migrate active data, rebuild automations, and train your team in the new environment. We also offer monday.com rescue and restructuring services if your current workspace is disorganized or wasn't set up correctly.
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Monday CRM is a dedicated product for managing sales pipelines, contacts, deals, and post-sale processes. monday Work Management is the broader platform for managing projects, portfolios, team workflows, and operational processes across your entire organization. Many businesses use both — CRM for the sales side, Work Management for delivery and operations. Certum is certified in both and can implement them separately or together, including a post-sale handoff automation where closed CRM deals automatically create delivery projects in Work Management.
Related Services
Monday CRM is the front end. Here's what connects behind it.
Ready to get Monday Work Management working for your business?
Advanced Workflow Certified. Managed services from day one. Accounting integration capable. Free consultation — no commitment required.