Case study | Monday.com
Transforming Campaign Management for a Global Digital Engineering Company
- Geography: India
- Industry: Software Development
- Employees: 50+
- Solution: Campaign Management
- Services: Monday.com Work Management
The client
The client is a global digital engineering services company specializing in building scalable products, platforms, and digital experiences for enterprises. With a strong presence across industries such as financial services, healthcare, telecom, and mobility, the organization helps businesses accelerate innovation through advanced capabilities in AI, data, cloud, and software engineering.
Client requirements
Streamlined Campaign Intake
Establish a structured and standardized process for campaign requests to eliminate fragmentation.
Clear Initiative Categorization
Define and differentiate between “Core” and “Extension” campaigns for better planning and prioritization.
Multi-Channel Campaign Management
Efficiently manage and coordinate campaigns across 16 promotional channels.
End-to-End Visibility
Enable real-time tracking of campaign status, workflows, and ownership across teams.
Workflow Automation & Approvals
Eliminate manual bottlenecks through automated approval processes and lifecycle management.
Centralized Performance Tracking
Create a single source of truth for campaign metrics, reporting, and optimization.
Our approach
We designed a hierarchical architecture that separates high-level campaign strategy from granular channel execution. Our approach centered on "Automation-First" logic—ensuring that once a campaign is approved at the intake level, the downstream activities for all relevant promotional channels are triggered, tracked, and mirrored back to the master board automatically.
Our solution
Centralized Campaign Intake
Implemented a unified intake process that automatically categorized requests into Core or Extension workstreams for efficient resource allocation.
Multi-Workspace Management
Configured dedicated workspaces for promotional channels and intake management to streamline campaign execution and reduce workflow complexity.
Automated Activity Routing
Enabled workflow automation to automatically create and assign campaign activities based on lead activation status.
Cross-Channel Collaboration
Established a collaborative framework allowing teams to request support and coordinate activities seamlessly across channels.
Centralized Performance Tracking
Built a unified reporting framework with channel-specific dashboards and a consolidated master view for end-to-end campaign visibility.
Integrated Campaign Insights
Synchronized campaign performance data with reporting tools to provide real-time metrics and support data-driven decision-making.
Business benefits
- Standardized Campaign Governance – Established a consistent, auditable campaign intake and approval process across the organization.
- Improved Strategic Prioritization – Enabled clear distinction between Core and Extension initiatives for better resource planning and business alignment.
- Automated activity creation across 16 channels eliminates hours of manual data entry and reduces the risk of human error during campaign setup.
- Enhanced Cross-Team Collaboration – Eliminated workflow silos by enabling seamless coordination across promotional channels.
- Real-Time Performance Visibility – Delivered centralized dashboards and live campaign metrics for faster, data-driven decision-making.
- Scalable Campaign Operations – Built a flexible campaign management framework capable of supporting growing marketing initiatives across multiple channels.
Technology stack
