monday.com
Scan
An independent audit of your monday.com setup with clear, actionable advice
- Senior consultant review
- Clear recommendations
Why teams request a scan
Even well-built monday.com setups don’t stay clean forever. As usage grows, complexity sneaks in.
Teams usually ask for a Scan when:
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workflows start to feel harder than they should
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dashboards don’t reflect what’s really going on
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automations become fragile or unpredictable
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people bypass the system to get work done
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teams use monday.com in their own way
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reporting becomes unreliable
A Scan helps you confirm what to improve before making changes.
What's included
The monday.com Scan focuses on the areas that most often cause friction as setups grow.
Process Enhancements
We assess how workflows are structured, where complexity has built up, and where bottlenecks or duplication exist.
Feature Utilization
We look at how features are used today and flag underused or misused views, columns, dashboards, and automations.
Security Check
We review permissions, admin settings, and data visibility to ensure access is clear, appropriate, and well governed.
Together, these three areas give you a clear picture of where your setup supports you, and where it doesn’t.
What you'll walk away with
After the Scan, you receive a clear, structured view of your setup.
You’ll receive:
- a clear overview of what’s working and what’s not
- practical recommendations and quick wins
- opportunities for automation and optimization
- best practices aligned with how your teams work
- a prioritized list of improvements
- a walkthrough with a senior consultant
You can implement the recommendations yourself, or we can support you if and when it makes sense.
Start your monday.com Scan
A short, no-obligation conversation to see if a monday.com Scan is the right next step for you.
FAQ
What is a monday.com scan?
A monday.com Scan is a structured audit of your existing monday.com environment. A senior Tryve consultant reviews workflows, features, automations, structure, and permissions, and provides clear, actionable recommendations.
Who is the monday.com scan for?
The Scan is designed for teams already using monday.com, such as admins, project managers, and department leads, who want an objective review of their setup before scaling or making further changes.
How long does a monday.com scan take?
Most Scans are completed within 5–10 working days, depending on the size and complexity of your monday.com account. This includes the review, advice report, and walkthrough session.
Do you need access to our monday.com account?
Yes. Temporary admin access is required to review the relevant boards, dashboards, and settings. Your data remains entirely within your monday.com environment and is only accessed for the purpose of the Scan.
Do I need to involve my team?
Only minimally. We may speak with one or two key users or admins to understand your workflows and context. The rest is handled by our consultants.
Is there any obligation after the scan?
No. You receive the advice report and walkthrough and decide yourself whether to take next steps. There is no obligation to continue with implementation or consultancy support.
Related monday.com services
If you’re looking for support beyond a Scan, we also help teams with: