CRM Set up Support – Short Term Project

This is a remote position.

Scope of Work

Objective: visibility, accountability, and workload management

Clear dashboards to understand:

●        What projects are active

●        What is overdue

●        Who is overloaded

●        What risks exist

●        What decisions need escalation

4 key areas of focus:

• Executive Dashboard
  
• Company Projects Board
  
• Department Team Boards (manage tasks and workload)
  
• CEO Weekly Meeting Board
  

1: Executive Dashboard (CEO View)

Widgets

1. Company Health Dashboard
   

●        Projects On Track

●        Projects At Risk

●        Overdue Tasks

●        Tasks Due This Week

●        Workload by Team Member

1. Department Status
   

●        Operations

●        Warehouse

●        Sales

●        Customer Service

Traffic light system:

 ? On Track

 ? Needs Attention

 ? Escalation Required

1. High Priority Projects
   

●        New Product launches

●        B2B Events

●        Warehouse performance

●        Upcoming Promotions

1. Decision Required Board
   

 A simple board where employees can assign decisions to the CEO.

Columns:

●        Request

●        Department

●        Priority

●        Due Date

●        Status

2: Project Management Board

Key projects across the business.

Examples:

●        New product launch

●        Packaging update

●        New retailer launch

●        Website redevelopment

●        Trade show preparation

Columns

●        Project Name

●        Department Owner

●        Project Lead

●        Status

●        Priority

●        Start Date

●        Due Date

●        Risk Level

●        Progress %

Groups

●        Planning

●        Active

●        Waiting on External Party

●        At Risk

●        Completed

3: Department Management Boards

Operations Board

a)       Inventory Management

Track:

●        Data Cleansing

●        Pricing Updates

●        Inventory Adjustments

●        Expiring Stock

●        Slow Moving Stock

●        Production Planning

●        Stock Level Reviews

●        Low Stock Risks

●        Out of Stock Risks

Columns:

●        Task

●        Product

●        SKU

●        Warehouse

●        Responsible Person

●        Priority

●        Due Date

●        Status

●        Risk Level

Dashboard Widgets:

●        Low Stock Items

●        Out of Stock Items

●        Expiring Stock

●        Inventory Accuracy Issues

b) Production Management

Track:

●        Open Purchase Orders

●        Finished Goods Delivery Plans

●        Packaging Orders

●        Raw Material Orders

Columns:

●        PO Number

●        Supplier / Manufacturer

●        Product

●        Category

●        Expected Delivery Date

●        Current Status

●        Risk Level

●        Responsible Person

Groups:

●        Open PO

●        In Production

●        Awaiting Dispatch

●        In Transit

●        Delivered

●        Delayed

Dashboard Widgets:

●        Open PO

●        Deliveries Due This Month

●        Production Risks

c) Logistics & Stock in Transit

Track:

●        Stock Transfers

●        International Shipments

●        Freight Delays

Columns:

●        Shipment Reference

●        Origin Warehouse

●        Destination Warehouse

●        Product

●        Quantity

●        ETA

●        Current Status

●        Risk Level

Dashboard Widgets:

a)       Stock In Transit

b)      Shipments Due This Week

c)       Warehouse Transfer Status

d) Order Fulfilment

Track:

●        Order Checks

●        Fulfilment Issues

●        Back Orders

●        Shipping Delays

Columns:

●        Order Number

●        Region

●        Channel

●        Issue Type

●        Responsible Person

●        Due Date

●        Status

Dashboard Widgets:

●        Orders Processed Today

●        Orders Processed This Week

●        Orders Awaiting Fulfilment

●        Back Orders

●        Fulfilment Issues Open

e) Sales Order Visibility

(Pulled from Cin7 via Zapier)

Track:

●        Open Sales Orders by Region

●        Open Sales Orders by Channel

●        Orders Awaiting Fulfilment

●        Orders Processed Daily

Breakdown:

By Region

●        Australia

●        UK

●        US

By Channel

●        B2C

●        B2B/Wholesale

●         

Dashboard Widgets:

●        Orders Received Today

●        Orders Shipped Today

●        Orders Awaiting Fulfilment

●        Orders by Region

●        Orders by Channel

f) New Product Development

Track:

●        New Products

●        Packaging Updates

●        Production Updates

●        Artwork Updates

Stages:

●        Concept

●        Development

●        Artwork

●        Production

●        Launch Preparation

●        Launch

Columns:

●        Project Name

●        Product

●        Owner

●        Target Launch Date

●        Stage

●        Status

●        Risk Level

Dashboard Widgets:

●        Products In Development

●        Launches This Quarter

●        Delayed Launches

●        Projects At Risk

Warehouse Board

Daily Warehouse KPI Dashboard

Track:

●        Orders received

●        Orders dispatched

●        Orders outstanding

●        Picking accuracy

●        Inventory accuracy

Warehouse Projects

●        Stocktake

●        Warehouse reorganisation

●        New freight partners

●        Process improvements

Inventory Risk Board

Track:

●        Low stock

●        Out of stock

●        Expiring inventory

Automations:

●        Notify when stock reaches reorder point

●        Create task automatically

Sales Board

a)       New Business

●        Leads received this month

●        Qualified leads this month

●        New accounts opened this month

●        Opening order revenue

b)      Active Customers

●        Number of active stockists

●        Number of customers ordering this month

●        Number of customers not ordering for 60+ days

c)       Retention

●        At-risk customers

●        Win-back opportunities

●        Reactivated customers

d)      Trade Marketing Calendar

Track:

●        Promotions

●        Catalogue activity

●        Retail campaigns

●        Sampling programs

CEO dashboard:

AU Team

●        Leads this month

●        Accounts opened

●        Opening orders

●        Active ordering clinics

UK Team

●        Leads this month

●        Accounts opened

●        Opening orders

●        Active ordering clinics

Customer Service Board

Track

●        Total tickets per day/week

●        Average resolution time

●        First reply time

●        Who is working on what

Customer Issues

Categories:

●        Product complaint

●        Shipping issue

●        Refund

●        Wholesale enquiry

Columns:

●        Ticket Number

●        Category

●        Priority

●        Owner

●        Resolution Time

1. Workload Dashboard
   

Show:

By Employee

●        Tasks assigned

●        Tasks overdue

●        Tasks due this week

●        Project allocation

Capacity

Red = overloaded

Green = capacity available

Critical Automations

a)       Overdue Task

When due date passes:

 â†’ Notify owner

 â†’ Notify manager

b)      Stalled Projects

If no update for 7 days: Notify project owner

c)       Escalation

If task remains overdue for 14 days: Notify CEO

Weekly Department Reports

Every Friday:

●        Auto email/dashboard summary

●        Open tasks

●        Overdue tasks

●        Risks

●        Completed tasks

A board called: "CEO Weekly Management Meeting"

Every department submits every Friday:

●        Wins- Completed projects

●        Risks- Potential issues

●        Decisions Needed- CEO approval required

●        Upcoming Deadlines- Next 30 days

Ability to add comments on live documents on where you want the changes made.

Keeping boards private for marketing.

Creative feedback

Marketing Executive Dashboard

Marketing

●        Campaigns launching in next 30 days

●        Campaigns at risk

●        Projects awaiting approval

Creative

●        Open jobs

●        Overdue jobs

●        Team workload

Ecommerce

●        Open website projects

●        Critical issues

●        Revenue performance

Product Launches

●        Launch readiness %

●        Outstanding actions

●        Risks

Decisions Required

●        Budget approvals

●        Campaign approvals

●        Launch approvals

Marketing Boards

●        New product launches

●        Website redesign

●        Promotional campaigns

Columns

●        Project Name

●        Department (Marketing / Ecommerce / Creative)

●        Project Lead

●        Priority

●        Launch Date

●        Status

●        Risk Level

●        Budget

●        CEO Visibility Required

Groups

●        Planned

●        In Progress

●        Awaiting Approval

●        At Risk

●        Completed

●        Creative Board

Track

●        Social assets

●        EDM designs

●        Product launch assets

●        B2B collateral

●        Product photography

●        Packaging artwork

●        Website banners

Columns

●        Asset Name

●        Requesting Team

●        Assigned Designer

●        Due Date

●        Priority

●        Status

●        Campaign

Dashboard

●        Open jobs

●        Jobs due this week

●        Overdue jobs

●        Designer workload

Benefit for Daniel:

• Scheduled dashboard email: any dashboard can be scheduled to email daily, weekly or monthly. Daniel receives a link straight to the live dashboard.
  
• Scheduled PDF export: weekly PDF snapshot of the dashboard delivered to Daniel's inbox (no login required).
  
• AI-generated weekly summary: an AI workflow runs every Monday at a set time, pulls data from your Operations, CS and Sales boards, uses Sidekick to write a plain-language executive brief (wins, risks, blockers, next steps), and emails it to Daniel with the dashboard PDF attached.
  

• One "CEO Dashboard" consolidating data from up to 20 boards, pulling KPIs from Operations, Customer Service, Sales and Internal Projects.
  
• AI summary widget at the top of the dashboard giving Daniel a plain-language overview each time he logs in.
  
• Scheduled weekly email delivery so he does not need to log in unless he wants to dig deeper.
  
• Mobile app access on iOS and Android with the same dashboard view.
  

Microsoft Teams:

• Turns monday.com events (new items, status changes, assignments, due dates, updates) into messages in a Teams channel.
  
• monday.com can also be embedded as a tab inside Teams, so boards live directly in a Teams channel.
  
• Multiple recipes available, for example: "When status changes to X, send a message to a Teams channel".
  

Microsoft Outlook:

• Two-way integration. You can send and receive emails directly from monday.com items, with email threads logged against the relevant board item.
  
• The Outlook Add-in lets you turn any email into a monday.com item or update without leaving Outlook.
  

AI Features:

• monday Sidekick: a context-aware AI assistant that understands your boards, statuses, owners and conversations. You can ask it questions in plain English such as "summarise this project, what are the risks and next steps?" and it responds based on your actual live data.
  

• AI Agents: configurable agents that any team member can deploy without technical skills. They draw on live data across departments and can plan, coordinate and execute work for tasks such as qualifying leads, closing support tickets, onboarding employees and processing purchase requests. This is being rolled out progressively across accounts.

• AI Note Taker: joins your calls (Zoom, Teams, Google Meet), captures notes and action items, and turns them into board items automatically.
  
• monday Vibe: a no-code AI app builder. You describe what you want in plain English ("build me a customer onboarding tracker with these fields") and it builds a functional app inside monday.com.
  
• AI Blocks and AI Columns: drop AI directly into a board to summarise updates, classify items, extract data from text, translate, or run custom prompts on each row automatically.
  
• AI Workflow Builder: describe an automation in plain English and monday builds it for you end to end.
  
• One-click connectors to Claude, Microsoft 365 Copilot, ChatGPT and Google Gemini.