Efficient project and resource management with monday.com and MOCO

The solution: Automatic project synchronization

The developed scenario combines monday.com and MOCO with the help of Make (formerly Integromat) and ensures that when projects are changed on monday.com, the appropriate steps are automatically carried out in MOCO. This not only saves time, but also ensures that both systems are always up-to-date.

The problem that is being solved:

• Manual data entry: The need to manually enter data in both systems resulted in errors and inconsistent information.
• delays: Creating projects manually in MOCO delayed the start of the project and increased workload.
• data inconsistencies: Inconsistent or missing data, such as unassigned project managers or incorrect budgets, can lead to problems in project management.

“100% of our projects are completed automatically. ” - Matthias Tannò, co-founder of Blinno

How does this solution work?

• monday.com triggers: The process starts as soon as a project goes into “kickoff” status on monday.com. A webhook in Make recognizes this status change and starts automation.

• Data retrieval: All relevant project details are retrieved from monday.com via an API. This includes not only the main task, but also subtasks, project manager, budget, and customer information.
• Data processing: The retrieved data is processed by various modules in Make, such as the Calculation of data such as project runtimes or budgets.
• Conditions and tests: The workflow checks whether all necessary data is available on monday.com before the project is created in MOCO. If important information is missing (e.g., project manager or duration), a notification will be sent to Head of Operations sent to complete the data.
• Project creation in MOCO: If all data is correct, the project is automatically created in MOCO. This includes:
  • Project name, budget, and project manager.
  • Customer information and currency.
  • Billing details, such as hourly rate and project duration.
• Updates and sync: As soon as the project is successfully created in MOCO, monday.com updates data such as budget and actual time spent on the project. Every PL can see whether their project is on track, with the budget or the time.

Time tracking in monday.com

One of the most significant requirements in project management is time tracking, as it is the basis for Project billing and provides controlling. One of the benefits of integrating monday.com with MOCO is that we can create a record of time spent on each project and therefore on each of the activities. With this feature, we can control:

• How much time our team spent on each task
• How much time was actually spent on carrying out the project.
• If a time limit has been agreed with the customer, we can check how many working hours are left.
• Depending on the type of invoicing, the hours worked by our team are calculated precisely.

As a result, we always have an up-to-date overview of Project progress, a forecast of working hours and the team capacities, what makes a better resource planning and reckoning enables.

Benefits and benefits of this solution

The automation solution developed by Blinno for project synchronization between monday.com and MOCO offers numerous benefits that both reduce workload and increase efficiency:

Time savings: Through the automate project creation, manual effort and administration are drastically reduced. Project information no longer has to be entered separately in both systems, which saves valuable time and allows you to focus on more important tasks.

Improved planning and transparency: By synchronizing absences and project information, resource planning becomes much more transparent. The team always has an up-to-date overview of who is available and which projects are in which status, which enables more realistic and efficient resource planning.

Error reduction: Manual entries are prone to errors. Synchronization automatically and consistently makes data between monday.com and MOCO transferred. This minimizes the risk of errors when entering data, such as missing information or incorrect data.

Conclusion: Increasing efficiency and reducing errors

With this automation, we at Blinno were able to complete the process of Project creation and -administration, Make it significantly more efficient between monday.com and MOCO. The reduction of manual entries and the synchronization of data ensure smooth processing of projects in both systems.

Our solution reduces errors, saves time and ensures that our team can focus on what is really important: the successful implementation of projects.