Samuel

Monday.com CRM Data Migration & Data Management Specialist

Yellowbrick Financial • Freelance

Jun 2026 - Aug 2026 • 2 mos

Managed monday.com CRM data migration and contact database setup for a health and medical insurance company, addressing fragmented customer records, duplicate contacts, inconsistent policy-renewal tracking, and missed follow-ups. My work included data migration planning, data cleanup, record deduplication, data mapping, column standardization, and Excel migration/Google Sheets migration/CSV import setup. I organized approved administrative records into structured CRM boards covering customer inquiries, policy applications, renewal dates, assigned agents, and next actions. I configured status fields and saved views to help teams identify incomplete applications, upcoming renewals, and outstanding follow-ups. I reconciled source and destination record counts, checked required fields, performed data import troubleshooting, and documented migration exceptions. I applied the company’s approved access requirements and provided data-maintenance guidance. KPIs tracked: - Migration completeness: Successfully migrated records ÷ approved in-scope source records. - Required-field completeness: Populated required fields ÷ expected required fields. - Duplicate-record rate: Confirmed duplicate records ÷ records reviewed. - Validation pass rate: Records passing agreed checks ÷ records checked. - Renewal follow-up coverage: Policies due for renewal with an assigned owner and follow-up date ÷ policies due. - Application backlog: Open applications awaiting information or action. Deliverables included organized CRM boards, migration validation records, renewal-tracking views, workflow documentation, and user training.

Monday.com Workflow Automation & Integration Specialist

FDH Infrastructure Services • Freelance

Apr 2026 - Jul 2026 • 3 mos

Configure monday.com workflow automation for FDH Infrastructure Services, addressing manual project updates, missed site requests, delayed approvals, and disconnected office-to-site communication. My work includes construction project board setup, task assignment automation, deadline reminders, approval workflows, and cross-board automation. I organize project owners, subcontractor responsibilities, site requests, material delivery dates, and outstanding actions into structured workflows. I configure some integrations to transfer relevant information between monday.com and the company’s existing tools Integrations. - Make integration: Connected monday.com with supporting applications and automated record creation, updates, and notifications. - Google Sheets integration: Transferred agreed material-request and procurement-tracking fields into monday.com boards. - Google Drive integration: Linked relevant drawings, site photographs, and project documents. WorkForms capture site updates and material requests, while notifications alert the responsible project manager or coordinator. I perform automation troubleshooting, data mapping, integration monitoring, and duplicate-record checks. Before handover, I test workflows against representative construction scenarios and document exceptions, ownership, and maintenance steps. KPIs tracked: - Automation success rate: Successful workflow runs ÷ attempted runs × 100. - Site-request response time: Average time from submission to the first response. - Approval turnaround time: Average time from request submission to an approval decision. - On-time task completion: Tasks completed by their deadline ÷ tasks due × 100. - Overdue action count: Open project actions past their agreed due date. - Manual reporting time: Staff time needed to prepare site-progress reports. Deliverables include tested construction workflows, configured integrations, project reporting views, workflow documentation, and team training.

Monday.com Workspace Setup & Project Management Consultant

Sarah-J Coaching • Freelance

May 2026 - Jun 2026 • 1 mo

Provide monday.com workspace setup, workspace organization, and project management setup for Consulting firm, addressing unclear responsibilities, inconsistent project structures, and fragmented progress reporting. I conduct workspace audits and configure board setup, board template design, column standardization, status columns, subitems, board views, connected boards, and relevant mirror columns. My project workflow work includes project intake setup, project template design, project schedule configuration, project dependency setup, milestone tracking, project risk tracking, and project approval workflows. I implement task assignment automation, deadline reminder automation, status change automation, recurring task automation, and project handoff automation. Project reporting and dashboard customization help managers monitor delivery, blocked work, and upcoming commitments. Where included in scope, I configure workload planning, resource allocation, team capacity tracking, and time tracking. KPIs tracked: - On-time task completion rate: Tasks completed by their deadline ÷ tasks due × 100. - Overdue task count: Unfinished tasks past their due date. - Blocked-task age: Days since a task became blocked. - Project turnaround time: Days between project start and completion. - Workload allocation: Planned work hours ÷ available team capacity × 100. I define each metric and check dashboard totals against board records. Deliverables include reusable templates, tested workflows, project delivery dashboards, workflow documentation, administrator training, and user onboarding.