Case Studies
fire risk management consultancy
Agilus is a fire risk management consultancy with team members located across Australia. Before adopting Monday.com, they managed operations using a combination of Excel, Dropbox, and various other software tools. Lacking a unified system, their approach was often reactive, with projects prioritised according to the most vocal client demands. CRM data was spread across phones, spreadsheets, and paper, providing limited insight into their most profitable clients or service areas
Agilus faced several operational challenges:
Project Management Structure
Lacking a standardized process to prioritize and triage projects, the team faced inefficiencies that sometimes led to client dissatisfaction.
Disorganised CRM
Client information was fragmented, making it difficult to maintain consistent communication and manage relationships effectively.
Limited Business Insights
With limited visibility into profitable clients and segments, Agilus struggled to allocate resources strategically.
Data-insite partnered with Agilus to create a structured, efficient operation through the implementation of Monday.com. Leveraging Data-insite’s expertise in data integration and workflow automation, Agilus transformed from a reactive to a proactive, data-driven company.
Key components of the solution included:
Dashboard Development
Real-time dashboards now provide immediate insights into project status, resource allocation and sales performance, enabling Agilus to allocate attention and resources more strategically.
CRM Centralisation
Data-insite centralized Agilus’s CRM within Monday.com, consolidating contact data from phones, Excel sheets, and paper into a single, accessible database. This unified CRM gives the team a clear view of client relationships, streamlining communication and tracking.
Workflow Automation
Key sales and project workflows were automated to create a seamless flow for sales inquiries, project timelines, and follow-up tasks. This automation reduced manual task management, minimized human error, and allowed the Agilus team to focus on client service.
Data Insights & Reporting
Agilus has full visibility into business performance, including insights into client profitability and service demand. This enables Agilus to identify the most profitable segments and clients for better resource allocation.
Discussions with Agilus and Data Insite began in June 2024.
Implemented Monday.com
Introduced automation for recurring tasks
With Data-insite’s support, Agilus transitioned from a spreadsheet-driven, reactive model to a streamlined, data-driven consultancy. The integration of Monday.com, paired with Data-insite’s customised dashboards and automation, has enabled Agilus to improve client service, boost operational efficiency, and gain complete visibility into business performance.
