Monday.Com - Existing system requires streamlining

I use Monday.com boards as a workflow for my business but it was initially set up without being correctly planned. Now it is difficult to manage things as there are so many different boards.

We specialise in assisting clients who have disputes with vehicles. For example if they purchase a faulty car and the vendor refuses to assist. We will help the client get the vehicle repaired or rejected etc and regularly communicate with clients, vendors, finance companies etc. A smooth platform to deal with enquiries and the required communications is essential. At present the system works OK but it needs to be much better.

I need the following done:
A consultation with an expert conversant with Monday.com to explain exactly what I require
All of the existing boards to be merged into a new master board so everything is accessible in one place

Notifications to be set up correctly

MS Exchange (or similar email software) to be incorporated within Monday.com platform

Whatsapp business to be incorporated within Monday.com platform

Standard template letters and documents to be set up so they can be easily accessed

A range of automated tasks to be set up when statuses change

Initial enquiries to be given a reference number and once assigned to a case handler be given a new reference number

All communications to be viewable in one area (emails & text messages etc) and a call log to record when calls are made

A simplified view so key data can be seen on one front page of each case

Automatic reminders to flag up when actions are required and a separate page to view reminders daily/weekly

AI to be incorporated into system for writing communications (if possible)

Enquiries to be ranked/scored on certain criteria

Automatic responses to be sent on a delayed basis depending on enquiry score

Users permissions set up correctly

When statuses change enquiries to be moved to a separate board

Invoices to be created and sent automatically upon case completion

Automatic review requests to be sent on case completion

Documents to automatically be downloaded if attached to incoming emails

Automatic reminders to be sent when required (when information has been requested but not received)

Emails received to be sorted and allocated to correct case file based on different reference numbers (e.g. our reference number or 3rd party reference number)

Address field on map for incoming enquiries UK addresses only

Enquiry forms to be standardised

E-Sign facility to be added for documents sent that require signing

Separate form to be sent to clients for additional information required that can be automatically added to existing case file

Filing system for case files to be set up and accessible within Monday.com

Any other suggestions that you would envisage would benefit our operation based on your experience will be advantageous.


I require this to be started immediately and completed as quickly as possible in time for January. The website that we gather our enquiries from is www.motorclaimshelpline.com and it will give you an idea of what we do.

I look forward to hearing from you.

Kind regards
Steve
Whatsapp +447855844205