Conference National

Revenue Reporting

monday.com successfully shows how the business is meeting year-on-year growth expectations, project success improvement metrics and resource allocation outcomes.

Data Integration

Consolidated data has increased efficiencies in the sales process, project and resource management to budget.

Data-Driven Decisions

Dashboards reporting on sales, resource utilisation and financial project outcomes, have introduced decision efficiencies.

Our Partner

ConferenceNational is a leading provider of conference, event, and accommodation management solutions in the professional services sector.

Focused on scale to expand the business, the company aimed to enhance its market position and drive growth through redesigned business processes and systems built on the monday.com platform.

Conference National’s focus to grow the business by implementing monday.com into all areas of the company showcases how a well-rounded approach that includes managing expansion, operational efficiency, data transparency and client engagement, can lead to sustained and successful growth.

Challenges

Conference National faced several challenges in managing its extensive sales drives, project management, resourcing and event operations:

Visibility: Processes within the sales pipeline needed to be tightened and tracking of targets and KPI’s dramatically improved.
Disconnected Data: The previous CRM was limited to managing the sales cycle only, and information was siloed within it, in spreadsheets, email, and whiteboards, resulting in unaligned data.
Operational Inefficiencies: Excessive time was spent on administration, managing information, collating data from multiple sources, and internal meetings were time-consuming and costly.

“Implementing monday.com has transformed how we operate. With improved visibility into sales, financials, and operations, we make data-driven decisions faster and more effectively. The platform has streamlined workflows, boosted efficiency, and positioned us for scalable growth.”

Adam Morgan-Monk - Managing Director

Our Solution

Goals, operational solutions and tangible impacts achieved through this initiative of implementing monday.com, and an initial data migration, now provide visibility into;

Conversions & Materialised Revenue: Conversions by quarter, lead source, and probability for pipeline prioritisation and targeted strategies to improve sales.
Project Workflow Management: Displaying project progress using key metrics to enhance real-time visibility, team alignment, and work status tracking.
Resourcing and Financial Outcomes: Tracking financial metrics around revenue, hours, and calculations to simplify oversight and enhance forecasting precision.
Tender Budget & Time Tracking: Reporting team productivity metrics to KPIs and utilisation expressing efficiency and resource allocation in line with forecast outcomes.

The strategic digital transformation of introducing monday.com into the company, led to significant achievements;

Data Integration: Consolidated data within a myriad of systems, dramatically increased efficiencies in the sales, process, project management and resource allocation.
Decision Efficiencies: Dashboards reporting on all captured data and internal communications introduced intelligent data-driven decisions.
Revenue Reporting: monday.com tracks visually the increase in growth, where metrics easily share financial target status.
Operational Savings: Ongoing process improvements around information management continue to result in the reduction of administrative costs.

Conference National is ensuring strategic growth by leveraging monday.com, and has successfully transformed their operations.

This case study highlights the importance of tailored solutions and utilising the visual reporting possibilities of monday.com to drive the business to meet their organisational goals.

Results

“monday.com has revolutionised our operations by enhancing tracking, optimising resource allocation, and reducing administrative work. Automated reporting and data consolidation allow our teams to focus on growth and delivering outstanding service.”

Rachel Hopper - Office Manager

Simplify Your Workflow. Amplify Results.

Enhance work management efficiency. Improve visibility and communication across teams and projects. Make data-driven decisions through powerful dashboards.