monday.com Implementation Consultant
5 minutes
monday.com | Master Board | customer information database | tracking order monday.com
HR Professionals, Recruiters, Project Managers, Team leads, Global HR Teams, Executives
Business owners | Executives | Project managers | Operations teams | Entrepreneurs
A growing company will eventually find itself managing multiple businesses, brands, or lines of income. You’ve probably experienced the common problems: customer information scattered across different boards, orders being missed because they’re tracked in separate places, and the overall lack of insight into how your whole company is performing.
We created Master Data exactly for that! We understand that scaling up is inevitable for any company, and thus we came up with a monday.com solution – syncing data across numerous boards. With Master Data, you can now bring all your data together in one place.
Let’s talk about how Master Data can help your organization.
Managing customer information isn’t a simple task, especially for large-scale brands. It is good practice to handle customer information geographically, and that means having to utilise multiple boards in monday.com.
But part of successfully growing a business is knowing your customers, and that’s hard to achieve if you keep everything in silos. With Master Data, you don’t have to worry about building and maintaining your own customer information database.
With your existing customer information boards as the source boards, our dedicated Master Data recipes sync this information regularly to a Master Board resulting in:
a customer information database, with all their information together in one place
a better understanding of customer engagement and trends across brands, locations, or teams in one place.
an improved customer service by having all this information readily available to you.
If you’ve got thousands of orders to track from multiple businesses, it’s easy to miss some. But there’s no room even for a single mistake! Oversight is important, and that is why having a Master Board can help you make sure every order is processed and fulfilled on time.
Say you have multiple boards for each product line – each with its own dedicated team. If you want to see product performance on all of these in one place, Master Data can sync all order info into a single master board without the manual work of duplicating and connecting items.
Track orders in monday.com from multiple regions. See how sales are performing without having to go to each board. With Master Data, information is easily made available to management especially since reports are made in the Master Board itself.
With your Master Board in place, you can create and customize monday.com reports to generate unique management insights! This is how a sample Master Board of all orders can look like:
Because all of the data now lives in one board, you get a complete picture of your business in seconds. No need to summarize multiple reports from different brands or lines. Track everything here and stay ahead of the curve!
Whether you’re managing two, ten, or hundreds of businesses, Master Data can grow with you. You can connect over 50 boards into one Master Board, exceeding monday.com’s default limitations. As your business scales up, so should your ability to maintain clarity and control.
Master Data simplifies multi-business management by maintaining your customer information database and order tracking in monday.com. We designed it to save time by automating data consolidation, reduce errors in reporting, and offer clarity by creating a single source of truth for your operations.
Ready to transform your business? Get a free consultation from us and let’s talk about how Master Data can help you!
Collect all tasks across different monday.com boards on one master board providing complete visibility and control over your data.
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Mint Consulting Australia Pty Ltd (ABN: 13 629 524 572) is a Sydney-based CRM and Salesforce Managed Services consultancy specializing in implementations, integrations, and business strategy, supported by a skilled local team of consultants, solution architects, and developers.