Brioude agency centralizes its project management on monday.com

A necessary digital shift

To sustain such growth, Brioude surrounded itself with top talent and has always made sure to give its people the best working conditions. “In 2014, we launched a major digitalization project,” explains Yannick Socquet, the company’s president. “We were using tools we had developed ourselves, but they weren’t optimized and, above all, they were hard to maintain. To perform better, we decided to reorganize our information system around three building blocks: CRM, project management and invoicing.” However, to move forward effectively with this digitalization, Brioude chose to proceed step by step, starting with a CRM that covered all 3 blocks.

monday.com for project management

For 5 years, the agency used this central tool to manage its data, roll out its sales strategy and grow its business. Then, in early 2020, the agency had come of age.

For project management, after weighing alternatives such as Trello and Asana that met its needs less well, Brioude chose the current market leader in collaborative work platforms: monday.com.

One board, one client, many team members

Today, Brioude dedicates a monday.com board to each of its projects. That is where the teams plan the delivery stages, track progress and organize deadlines. Each board is created at the start of the project by a team member, who then adds the other people involved. Everyone updates their own tasks and regularly feeds the board: new tasks, documents, statuses, comments… “Everyone contributes, keeps the board alive and makes it their own,” confirms Yannick Socquet.

Agency partners may also collaborate with Brioude’s teams. Depending on the need, they can access project boards, or the documents they provide are centralized in monday.com along with all the other project files. This way, monday.com brings all of a project’s information together in one place and keeps it safe. No more searching in multiple places: teams get to the right data quickly and effortlessly.

On top of that, “we share the project board with the client so they can follow its progress. We want to be completely transparent with them. They can see what we have done and what we are going to do, and find all the official project items, such as the deliverable. It is a mark of quality and an extra service that clients appreciate,” explains Yannick Socquet. And thanks to advanced column permissions, the agency can choose which columns clients see and which ones they cannot access.

As president, Yannick Socquet also has his own board to manage his teams’ workload. “I can see all the projects and the people assigned to them. I can sort by team member or by project. That makes it easy to see everyone’s schedule at a glance and optimize resource management.” Each employee also has their own boards, organized however they like. “Finally, we also have other shared internal boards for market watch and for sharing company-specific information.”

Expert support is essential

Because the solution truly adapts to every need, it is wise to get support with setting it up and learning to use it. That is exactly what Brioude did by calling on Synolia! “I shared my ideal setup and my needs with Synolia’s teams, and they made sure to translate them into monday.com. Thanks to them, I saved a huge amount of time and was able to take full advantage of the solution. Without them, we would not have reached this level of expertise.” At the same time, Brioude’s teams were trained and expanded their knowledge with the vendor’s official documentation.

Optimized processes

With monday.com, the entire agency has seen its day-to-day work transformed. “We feel we have already gone quite far in using the tool. Now we want to keep learning about it so we can keep getting the most out of it,” says Yannick Socquet. One thing is certain: Brioude’s teams can no longer do without monday.com. “Most of our employees (about 30) use it every day, unlike our CRM, which has just under ten users. That is why we see monday.com as the company’s central tool, the one most essential to our business.”