Isak Blomkvist
A monday.com partner, often just called a monday partner, is a consultancy that monday.com has approved to sell, implement and manage the platform for its customers. There are hundreds of partners in the directory, and if you are the one choosing, it is hard to see what actually sets them apart. This guide covers what a partner does, what a good implementation looks like, which questions reveal the most and what to watch out for. We are a monday.com partner ourselves, so read it with that in mind. Even so, we have tried to write the guide we would have wanted to read.
Short answer
Look at three things: whether the partner starts with your processes or with a ready-made setup, whether they can show customer cases similar to yours, and whether they are certified in the product you are implementing. A good partner improves the process before anything is automated. It also counts for a lot that the partner knows your other systems, such as your finance system, and works in the language your teams use.
What does a monday.com partner do?
monday.com sells licenses directly, but it rarely does the implementation itself. The partners do. A partner typically helps with:
- Mapping: how the work actually gets done today, and what should go into monday.com.
- Setup: boards, workspaces, permissions, automations and dashboards built around your business.
- Integrations: connections to email, finance systems, CRM, web forms and other systems.
- Migration: data from spreadsheets or a previous system.
- Training and ongoing management: making sure teams actually start using the system, and that it evolves as the business changes.
The last one is the most often underestimated. A setup that nobody takes ownership of grows out of control within a couple of years. We have written more about that in How to choose between rebuilding and starting fresh in monday.com.
Process first, automation second
Most people who buy monday.com want to automate. That is a reasonable ambition, but it is rarely the right place to start. The most common pitfall when changing systems is automating a process that is already inefficient. The result is not higher productivity, just the same inefficiency in digital form.
This is where a monday.com partner makes the biggest difference. The work requires a business perspective: before the platform is configured, the processes behind it have to be understood, challenged and improved. A monday consultant works hands-on with exactly that. The job is to understand how the teams work today, find the friction and reshape it into clear workflows, which are then built in monday.com. A good engagement therefore follows a clear order:
- Mapping
- Process improvement
- Structure in monday.com
- Automation and integration
How does information move today, and where do bottlenecks and unnecessary admin arise? The process is cleaned up before anything is built: unclear responsibilities are sorted out and unnecessary steps are removed. Only then is the workflow built in monday.com and automated.
Automation comes last in the order, but it should be part of the mapping from the start. A workflow designed for automation from the beginning can later take over the repetitive work on its own: status updates, data transfers and decision support with AI. Together with integrations to the company's other systems, the result is a structure where nobody has to enter the same thing twice.
The processes most often structured in monday.com are:
- Sales process and CRM
- Project and portfolio management
- Resource planning
- Onboarding
- Reporting and follow-up
The system should act as an engine for the improved processes. The goal is a structure that reduces admin and makes responsibilities clear, so management gets an overview of the business it can trust.
Eight questions to ask before you choose a partner
What decides it is how the partner works. These questions usually reveal the most:
- How do you start? A good answer is about understanding your processes first. A weaker answer is a template shown at the first meeting.
- Can you show a customer case similar to ours? Same industry, same size or the same problem.
- Who does the work? Is it the people you meet during the sales process, or is the project handed over to someone else?
- What does the pricing model look like? A fixed price for a defined delivery, or hourly billing? Both can be right, but you should know which applies before you start.
- What happens after go-live? Who is responsible for ongoing management, new needs and questions from users?
- How do you handle integrations? Which systems have they connected before, and who owns the connections once they are built?
- How do you build so that we can grow? Your business probably will not look the same in two years. A setup that only works for today's teams and project volume quickly becomes a brake. Ask how the structure handles more teams, more companies or new products.
- Who owns what is built? The setup, automations and any custom code should be yours, so you can change partners if needed.
Warning signs
- The solution is ready before you have described your business. Then you are adapting to the tool instead of the other way around.
- The focus is on the number of licenses. A partner that earns on licenses has a reason to sell more. Ask instead how many you actually need.
- No customer cases or references. Everyone was new once, but a partner should be able to show what they have done.
- No plan for adoption. The system is only as good as its use. Training and follow-up are part of the delivery.
- Everything can be built. An honest answer also includes what monday.com is not a good fit for.
Straviont as a monday.com partner
Our roots are in IT and business development consulting since 2010. Since 2024 we have been an official monday partner, and today that business operates under the name Straviont. The team comes from the former SOLO SAP, which has completed over 100 monday.com implementations. We hold monday.com's CRM Specialist badge, which is shown on our profile in monday.com's partner directory, and we implement monday work management, monday CRM, monday service and monday dev for companies in the Nordics.
The work rests on the same principle as this guide: the system should be adapted to a process that works, not the other way around. Whether it is sales, project management or internal follow-up, we start with the business and choose the technology afterwards.
What sets us apart is the connection to finance. We are also a certified Visma Net partner, so we build the workflow all the way through: the deal won in monday CRM becomes a project, and what is delivered becomes an invoice in the finance system. Read how it fits together in Projects in monday.com, finance in Visma Net, or see what we have done for ELON Group, Capstone Financial and Clean Sun.
Frequently asked questions
What is a monday.com partner?
A monday.com partner, or monday partner, is a consultancy that monday.com has approved to sell, implement and manage the platform. The partner helps with mapping, setup, integrations, migration, training and ongoing management.
What does a monday consultant do?
A monday consultant, or monday.com consultant, analyzes how the teams work today, finds what is inefficient and reshapes it into clear workflows that are built in monday.com. The consultant then sets up automations and integrations, trains the users and manages the solution. A good consultant improves the process before anything is built, so the system does not just digitize an inefficient way of working.
What does CRM Specialist mean?
CRM Specialist is a badge from monday.com showing that the partner has extensive experience implementing monday CRM, including in larger organizations, and holds certifications in the product. It means familiarity with everything from sales process and pipeline to automations, permissions and integrations in organizations with high demands.
Do we need a partner to implement monday.com?
As with most systems, you can implement monday.com yourself, but with the right partner it is right from the start. The most common pitfall is building around the tool instead of around the business, and automating processes that are already inefficient. The right partner adds the most value when several teams will work in the same structure, when monday.com needs to connect to other systems, or when you are moving from an existing CRM or project tool.
How do I find the right monday.com partner?
Make a shortlist of two or three partners that are certified in the product you are implementing and have customer cases similar to yours. Then ask how they start, who does the work and what happens after go-live. Straviont is an official monday.com partner based in Stockholm and certified CRM specialists at monday.com. We are also a certified Visma Net partner, and build the whole workflow from deal in monday.com to invoice in the finance system.
How to move forward
Make a shortlist of two or three partners, ask the questions above and ask for a customer case similar to yours. If you would like us to be one of them, you are welcome to book a free mapping session. We will tell you honestly if we are not the right partner for you.