“monday.com’s Portfolio management solution allows us to understand what the decisions we make  mean for tomorrow”

Developed for enterprise customers, this ready-to-go solution provides portfolio managers and executives with a holistic view of all relevant projects. Its user-friendly interface allows them to gain visual clarity without sifting through a myriad of complex reports.

With Portfolio, customers can navigate between high-level portfolios and low-level projects. The capability also seamlessly integrates with their entire workflow, connecting to a project request monday board for work intake. Once a project is approved, and with monday.com’s automation features, it will seamlessly populate into a template based on the project’s requirements. Templates can then be governed by monday.com’s new standardization capability, which is currently in beta.

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“We constantly strive to provide our customers with the best solutions for their business needs, and this latest release of Portfolio demonstrates that commitment,” says Daniel Lereya, Chief Product and Technology Officer at monday.com. “We are democratizing project portfolio management methods by making them easy to master, which is a major differentiator to others in the market. With our Portfolio management solution, our enterprise customers will now have a strong connection between everyday work and high-level insights, providing a top-down view that drives efficiency and effectiveness.”

monday.com’s Portfolio management solution redefines managers’ workflows with key benefits, including:

• Zero setup, instant connection: The solution is ready-to-go and does not require a complicated setup process. The instant connection feature ensures customers can start managing projects immediately, boosting productivity from the moment of implementation.
• Streamlined workflows: Customers can integrate their workflows by adding automations, customizing project intake, and utilizing templates to standardize processes.
• Peak Personalization: The solution is designed to be flexible and customizable, allowing managers to tailor it to their specific needs. With the ability to add fields, connect dashboards, and more, it offers a truly personalized experience.

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“monday.com’s Portfolio management solution allows us to understand what the decisions we make mean for tomorrow,” says Chris Funk, Senior Director of Product Innovation at Zippo Manufacturing.

The release of monday.com’s Portfolio management solution is a significant step in the company’s multi-product vision. It empowers enterprise customers to connect their day-to-day workflows with more extensive strategies and scale projects to achieve company goals.