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
Unified Intake & Tiering
Implemented a centralized intake form that automatically categorizes requests into "Core" or "Extension" workstreams, ensuring appropriate resource allocation.
Multi-Workspace Architecture
Configured 15 dedicated workspaces (13 for promo channels and 2 for intake management) to de-clutter workflows while maintaining specialized environments for channel experts.
Automated Activity Dispatch
Built triggers that automatically generate campaign activities in the correct channel workspace based on "Lead Activation" status changes
Cross-Channel Collaboration Hub
Established a workflow that allows different promotional channels to request support and share resources seamlessly without leaving their specific boards.
Closed-Loop Metrics Tracking
Developed a dual-layer reporting system with 16 individual channel metrics boards and a consolidated master view. Performance data is mirrored back to the original campaign board and synced with external reporting tools.
Business benefits
- A standardized, auditable intake process ensures that 100% of campaigns are vetted and aligned with business goals before execution.
- Clear segregation between Core and Extension campaigns allows leadership to prioritize high-impact strategic initiatives over tactical tasks.
- Automated activity creation across 16 channels eliminates hours of manual data entry and reduces the risk of human error during campaign setup.
- Interconnected workflows ensure that teams across different promotional channels stay aligned on dependencies and shared deadlines.
- The "Metrics Mirror" and automated Google Sheets integration provide stakeholders with instant access to campaign ROI and channel effectiveness.
Technology stack
