CarbonTO-DO Suite Deployment
Deploy a fully customized CarbonTO-DO Suite on monday.com in 6 weeks or less.
Your Suite Deployment
Jumpstart your new CarbonTO-DO workflow with a Carbon Suite Deployment and help from trained monday.com professionals
Custom Tailored Workflow
Deploy, customize, and automate your entire TO-DO Suite workflow
Implementation Consultant
Work with a dedicated Implementation Consultant throughout the deployment
Collaborative Training Session
We provide an in-depth training session for your entire team to ensure adoption
What’s Included
Every CarbonTO-DO Suite deployment comes with all the tools you will need to start automating your dream workflow
Initial Setup
We’ll install the CarbonTO-DO Suite workflow and set up the deployment kit, ensuring a seamless process.
Board Adjustments
With your input, we’ll begin to customize the CarbonTO-DO Suite Template to fit your exact needs.
Tasks
Based on your input, we’ll tailor the tasks board, views, columns, and automation.
Projects
We'll refine your overview board and develop your project template and needed automation.
Meetings
We’ll work with you to customize your Meetings board and walk-through of syncing calendars.
Team Training
We'll walk-through the tailored task management system and explain the methodology behind it.
The Journey
In order to ensure a smooth onboarding and deployment of the CarbonTO-DO Suite, we follow the stringent process below:
Kickoff Meeting
- Account login
- Template installation
- Deliverables outlined
- Discovery call scheduled
Tailoring the Project Flow
- Review adjustments to Projects board
- Create the project sub-board template
- Establish project creation automation
- Discuss additional automations
Team Training Session
- Provide thorough walkthrough of entire system
- Deep Dive on task management board
- Demonstration of project management system
- Open Q&A for the team
Discovery & Tasks Board
- Review questionnaire responses
- Create initial Tasks views, item cards, dashboard views
- Begin column adjustments
- Create task creation automation (account template)
Tailoring the Meetings Board
- Overview the Meetings board and intended purpose
- Walk-through of syncing events from Google Calendar or Teams
- Discuss additional fields and automation
- Review workflow with champion and make final adjustments
- Training with champion to onboard team
- Review additional boards and optional team use cases
- Prepare and schedule team training session
Offline Q&A
- Available for offline Q&A for additional questions
Deliverables
These deliverables encompass the essential components and milestones that will drive the successful integration and utilization of you new CarbonTO-DO Suite
- CarbonTO-DO Installation
- Tailor Tasks Columns
- Tailor Projects Columns
- Task Creation Account Template
- Tailor Meetings Columns
- Tailor Team Overview Dashboard
- Workflow Review and Training for Team Champion
- Walk through how to connect and generate tasks from other boards
- Tailored Deployment Kit
- Create Project Board Template
- Tailor Tasks Automations
- Tailor Projects Automations
- Tailor Board Dashboards
- Setup board privacy permissions
- Walk through of how to setup Google Calendar or Teams Integrations
$2,000
- Dedicated Implementation Consultant
- 6 week deployment window