The client is a large nonprofit research organization that manages grants, complex research collaborations, and administrative workflows. Within its autism and neuroscience department, the team manages grants, complex research collaborations, and administrative workflows. monday.com had become a critical platform for this work, but the group had never received formal training. As new staff joined and their internal “super user” moved to another department, knowledge gaps quickly surfaced, and the foundation recognized the need for structured support.
While some staff had mastered building automations and reports inside monday.com, others were still unfamiliar with basic boards. This uneven knowledge base created inefficiencies, bottlenecks, and a growing reliance on administrative staff to set up and manage boards for everyone else. Leadership wanted a way to standardize best practices, reduce the administrative burden, and help scientists, analysts, and administrators alike feel confident managing their own workflows. The goal was to ensure the entire department could collaborate consistently inside monday.com without losing time or relying on a handful of individuals for every task.
OrangeDot designed a customized training program that started with a pre-training survey completed by 27 staff members. The survey revealed clear patterns: while most people were comfortable with the basics, reporting, dashboards, and automations were pain points. Based on these insights, OrangeDot built a tiered curriculum that combined monday.com fundamentals, advanced features, and live use cases drawn directly from the foundation’s workflows. The sessions were conducted in person, and participants were encouraged to bring their laptops to practice in real time. To reinforce learning, the program also included office hours, giving participants a chance to revisit concepts and ask specific follow-up questions after applying what they learned.
The training reached more than 25 team members across program, research, and administrative groups, and within four weeks, the entire department was fully aligned on monday.com best practices. Active board ownership tripled, reducing dependence on the administrative team by 40 percent and freeing them from repetitive setup work. Researchers and administrators reported smoother collaboration, clearer processes, and greater confidence in using monday.com independently. Instead of scattered knowledge and inconsistent practices, the department now operates with standardized workflows and the ability to scale its use of monday.com across future projects.
“We wanted everyone on the same page, not just a handful of super users. Having OrangeDot come in with real examples, interactive sessions, and office hours gave our team the confidence to manage monday.com on their own.”
