Every team knows something isn’t working — but translating business needs into a system that actually supports day-to-day work is where most implementations fall short.
In this session of Tuesdays with monday, Purple Plum Consulting pulls back the curtain on our discovery process for new customers. You’ll see how we gather inputs, identify gaps, and design monday.com workflows that scale — without overcomplicating things.
Join Lauren Jacobson, Solution Consultant at Purple Plum Consulting for a 30-minute session featuring:
- A behind-the-scenes look at Purple Plum’s discovery process
- How we translate business needs into visual monday.com workflows
- A live walkthrough of building structure from a blank board
- Before-and-after examples showing clarity vs. chaos
- A bonus tip for improving adoption and long-term scalability
- A Q&A segment with practical, real-world takeaways
If you’re considering monday.com, struggling with setup, or looking to improve how your team works day to day, this session will show you how strong discovery leads to better systems, faster onboarding, and workflows that scale with your business.
