Through my work with monday.com, I became our marketing department’s (Accidental) Project Manager.
We already had access to monday.com when I joined Keplr Vision, but it was not in a state to be used as a project management tool. Over the course of 18 months, I implemented over 100 discrete automations and integrations to transform this tool into what we use today.
Before, our team managed marketing and design requests directly through email. That policy worked well enough when we managed 50 practices, but could never scale to meet Keplr’s rapid growth. With monday.com, I built the Master Task List (not a very creative name, but it stuck); this platform was originally intended to manage my own workload, but quickly grew to support two departments.
Keplr Vision’s intranet site serves as a portal for practices to request whatever they may need. Over the course of about 3 weeks, I built a consolidated form on that intranet site to replace 5 options that were available to the practices. As a result, practice managers can now request any print materials, supplies, or services in one place, and the ticket generated from their order will be dynamically shared between the relevant departments.
As an example: if a practice requests a new business card design, the design team will receive a ticket on monday.com to create it and the inventory team will receive a ticket in Zendesk to print it, sharing one ticket number between those two systems for ease of communication.
Now the entirety of the marketing department at Keplr Vision manages it’s workload through monday.com with the Master Task List. Emails and form submissions automatically create tickets, assign relevant team members, and set due dates. We would not be able to effectively manage the high volume of requests we answer without this tool.