The situation
This business already used monday.com, but the setup had grown organically. Product development steps lived in different places, automations were inconsistent, and the leadership team had little visibility of what was happening in sales conversations.
Rather than commit to a large project up front, they started with a short platform audit.
Horizon 1: audit and roadmap
- A full platform assessment with current usage analysis
- Recommendations for automation and workflow improvements
- A prioritised implementation roadmap, with video walkthroughs
- A gap analysis of communication and process issues
Horizon 2: rebuild the foundations
With the roadmap agreed, Quirk rebuilt the product development workflows in monday.com: cleaner board architecture, consistent automations and reporting the team could trust.
Horizon 3: AI meeting intelligence
Once the foundations were solid, the business was ready for AI. Quirk implemented an AI meeting intelligence system that captures sales and team meetings and feeds summaries and actions back into monday.com.
- AI meeting capture with summaries and actions recorded against the right records
- A sales visibility framework so leaders can see pipeline conversations without sitting in every call
- Optimised board architecture to support the new data
- Testing and documentation for the team
What changed
- A staged path from audit to AI, with each stage commissioned once the previous one had landed
- Rebuilt product development workflows with consistent automations
- Leadership visibility of sales conversations without extra admin
- AI built on clean data and structure, so the outputs are reliable
This is the approach Quirk recommends for most AI programs: fix the system of work first, then add AI where it removes real effort.
Want something similar? Read more about our AI transformation services, or book a free system audit.
Client details are anonymised to respect confidentiality.
