The 10,000ft view: business reviews for business success
Make the most of monday.com with data, insights, and discussions.
So what’s the big deal?
Business reviews (EBRs) are an opportunity to discuss achievements, challenges, and needs at the highest level. In addition to celebrating your account's contribution to its success by reviewing in-depth account usage provided by your account team, key stakeholders can speak openly about feedback, progress, and sentiment and guide your account team on how they can best support your priorities.
Celebrating success with organizational leaders
Business reviews are most impactful when key platform and process stakeholders attend them. Think C-suite, department heads, and platform champions. By including these personas, value can be showcased across all levels of the organization and allow for good momentum in executing aligned next steps.
So what can you expect as part of this discussion?
Typical EBRs usually include:
01
A check-in on goal achievement as it relates to both monday adoption as well as your organizational goals
02
A review of account usage to highlight delivered value to previously aligned goals
03
An ongoing discussion of feedback and input
04
Alignment of priorities and next steps based on your business needs as well as suggestions from your monday team
05
Roadmap sneak peeks
Pro tip
Schedule time with your Customer Success Manager prior to your business review to align on metrics and successes in order to provide the most impactful meeting for key stakeholders
Frequency of discussion is key
EBRs should be held regularly and frequently.
A few great milestone opportunities to engage in this forum include:
Post onboarding
6 months into your partnership
90 days before renewal
Every 3-6 months
Given that these discussions aim to align on goals, priorities, and next steps, business reviews can be requested or held at the cadence of your choosing to ensure progress towards the outlined objectives.
Insightful data leads to insightful discussion
Have you ever wondered how different departments engage with monday.com? Or how many hours of manual work your organization saved through the use of automations and integrations? Are you looking for recommendations on how your organization can get more out of the platform?A business review is the perfect forum to help answer those questions!
Pro tip
Our Teams functionality can inform more granular data sets. Check out some details on outlining your account ecosystem to ensure your organization is scaling for success (and getting usage insights at the departmental level!)
Learn more
Reach out to your Customer Success Manager today
to discuss data sets, structure, attendees, scheduling, and more