Process Automation using Monday.com

Closed
CanAge
Canada
Jana Ray
COO | Executive Director | VP Strategy
(24)
4
Project
Academic experience
80 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Operations Project management Customer segmentation Databases
Skills
monday.com jira trello business process automation automation workflow management notion (software)
Details

We are looking to use Monday.com to build various automations within our organization. The rationale for this is as follows:

  • As an organization supported by a 100% remote workforce, projects and workflows need to be transparent and easy to use.
  • Monday.com has given us a grant license as a nonprofit organization - but this was after a careful review of several platforms including Jira, Notion, Trello and others.
  • We are currently in our launch phase, and building relationships are of significant importance - and we don't anyone to get lost in the shuffle. We need clarity on who is doing what, when, and systematic sweeps to catch things before they fall through the cracks.
  • We appreciate the opportunities that automation offers the Association to keep it both lean and nimble, to ensure that we can keep costs as low as possible for our members.

This is a very high demand function for many organizations. We feel that this would be an excellent opportunity for students.

Deliverables

Create a number of automation processes using the platform Monday.com. This will be accomplished through:

  • Discussions with our team to determine the workflows of the highest priority, while also determining the best way to create workflows.
  • Researching best practices and workflow templates that will serve the Association's goals and needs. (We are able to direct the students on possible source materials for this)
  • Map the sequencing of tasks in a workflow in a diagram to be presented for approval by the Association before plotting within Monday.com.
  • Build and test the proposed workflows in Monday.com and coordinate tests with Association staff for updates or changes.
  • Re-test and commit final automations and push into production.
Mentorship

We can support the students in a myriad of ways, including:

  • access to the Monday.com Training library
  • access to Monday.com
  • guidance and direction on our challenges and why automation is needed (#realtalk discussions on what are the problems we're trying to solve through the use of automation)
  • guidance and direction on where one might find some source materials for various workflow templates
  • providing students with as much autonomy and independence as they'd like to exercise as a part of this project

About the company

Company
Canada
2 - 10 employees
Non-profit, philanthropic & civil society

CanAge (www.canage.ca) - CanAge is Canada's National Seniors Advocacy Organization. We are a national, nonprofit, nonpartisan organization whose mission is to advance the rights and wellbeing of Canadians as we age. While CanAge lends its focus to a wide range of issues and challenges, our policy book may help you better understand some of our prioritized areas of engagement. https://www.canage.ca/advocacy/policy-book/.
We welcome students from many varied disciplines including, but not limited to:
public policy, political science, social work, law, nursing, epidemiology, immunology, occupational therapy, psychology, family studies, public health, health promotion, gerontology, insurance, business, economics, statistics, and commerce.