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Case study | Monday.com

Streamlining PMO Governance: Automated Project Intake and Execution Tracking for an Agrochemical Company

The client

Our client is India’s second-largest private sector urea manufacturer, managing complex industrial projects that require rigorous oversight, standardised documentation, and cross-functional coordination to ensure operational excellence.

Client requirements

Standardized Project Intake

Establish a consistent and structured process for capturing new project requests.

Consistent Request Handling

Eliminate variability in how projects are evaluated and initiated across teams.

Reduced Manual Effort

Automate creation of project boards to improve efficiency and accuracy.

Faster Project Initiation

Minimize delays in project setup and kickoff.

Accurate Project Categorization

Ensure correct classification of projects to support better planning and reporting.

Centralized Project Visibility

Enable a unified view of all ongoing and upcoming projects.

Our approach

We focused on creating a "Trigger-to-Tracker" architecture. Our goal was to eliminate manual setup by utilizing high-level automation that transforms an approved request into a structured workspace. We designed the workflow to provide Project Managers with the flexibility to customize task-level details while enforcing a strict data-linkage protocol to ensure portfolio-wide visibility.

Our solution

Centralized management

Centralized Intake Engine

Configured a "PMO Incoming Project Request Form" to capture all essential parameters, ensuring every project is vetted against the same criteria before approval.

automation

Automated Workspace Provisioning

Implemented a "Create Project?" trigger that automatically generates a new project board in the specific category/section required, significantly reducing administrative overhead.

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Dynamic Project Customization

Provided PMs with a standardized yet flexible board structure where tasks, owners, and timelines can be tailored to the specific needs of the project.

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Execution Tracker Integration

Developed a seamless linkage process using a dedicated "Link to Project Execution Tracker" column, allowing for bulk synchronization of project tasks into a centralized monitoring hub.

Business benefits

business benefits

Technology stack

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