New capabilities empower customers to manage strategic initiatives at scale and make informed decisions confidently across teams and departments, streamlining operations and enhancing productivity.

monday.com Ltd., a leading multi-product platform for managing core business aspects, has announced the full release of its Portfolio management solution. Designed specifically for enterprise customers, this innovative offering within the monday work management product provides portfolio managers and executives with a comprehensive, visual overview of all relevant projects. This solution eliminates the need to sift through complex reports, thereby enhancing productivity and decision-making.

Key Features of the Portfolio Management Solution

1. Holistic Project View:
   • Provides an overarching view of all projects.
   • Enables navigation between high-level portfolios and detailed project views.
2. User-Friendly Interface:
   • Intuitive design ensures easy access to essential project insights.
   • Visual clarity without the complexity of traditional reporting methods.
3. Seamless Workflow Integration:
   • Connects directly to a project request monday board for streamlined work intake.
   • Automated population of project templates based on requirements.
4. Standardization Capability:
   • Currently in beta, allows for the governance of templates to ensure consistency across projects.

Benefits of the Portfolio Management Solution

1. Zero Setup, Instant Connection:
   • Ready-to-go solution with no complicated setup required.
   • Immediate productivity boost from the moment of implementation.
2. Streamlined Workflows:
   • Integration with existing workflows through automations.
   • Customizable project intake and template usage to standardize processes.
3. Peak Personalization:
   • Flexible and customizable to meet specific managerial needs.
   • Options to add fields, connect dashboards, and more for a personalized experience.

Insights from Leadership

• 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 in the market. Our Portfolio management solution provides a strong connection between everyday work and high-level insights, driving efficiency and effectiveness.”

Customer Testimonials

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

Strategic Impact

• Empowering Enterprise Customers:
  • Connects day-to-day workflows with broader business strategies.
  • Facilitates scaling of projects to achieve company goals.

The release of monday.com’s Portfolio management solution marks a significant advancement in the company’s multi-product vision. This solution empowers enterprise customers with the tools needed to integrate daily workflows with strategic insights, enhancing efficiency and driving business success.