Audatia recently conducted a training session with Sorvetes Jundiá focused on best practices for using monday.com, helping to maximize the platform’s potential and strengthen the company’s project organization.

About the Partnership

Sorvetes Jundiá, a leading ice cream company in Brazil, was looking for ways to improve project visibility and team coordination across their operations. With multiple teams working on seasonal campaigns, product development, and logistics, the need for a centralized project management tool was critical.

The Challenge

Before implementing monday.com, Sorvetes Jundiá faced several operational challenges:

– Fragmented communication across departments
– No centralized view of project timelines
– Difficulty tracking task progress in real-time
– Time wasted in status update meetings

The Solution: monday.com Implementation

Audatia proposed a tailored monday.com setup designed specifically for Sorvetes Jundiá’s workflow. The training covered:

1. Board Setup and Customization

Creating boards that reflect the company’s project structure, from campaign planning to product development cycles.

2. Workflow Automation

Building automations to reduce manual work, such as automatically moving tasks to “In Progress” when assigned or triggering notifications when deadlines approach.

3. Reporting and Dashboards

Creating dashboards that give leadership instant visibility into project health, team productivity, and resource allocation.

4. Integration Best Practices

Connecting monday.com with existing tools like Slack and email to ensure information flows seamlessly across the organization.

Key Features Covered

• Status Tracking: How to use monday.com’s status columns to track task progress visually.
• Automation Rules: Building rules to automate repetitive tasks.
• Timeline Views: Using Gantt charts to visualize project schedules.
• Team Collaboration: Best practices for mentioning teammates, commenting, and sharing updates.
• Mobile Management: Using the monday.com mobile app for on-the-go project updates.

Results

Three months after implementation:

– 25% reduction in project delays
– 15 hours per week saved in administrative work
– 100% improvement in project visibility across teams
– Significant increase in team satisfaction

Quotes from Sorvetes Jundiá

“Audatia’s training transformed how we manage projects. Now, everyone knows what’s happening and when. It’s made a huge difference in our operational efficiency.”
— Manager, Sorvetes Jundiá

Moving Forward

With monday.com now firmly integrated into Sorvetes Jundiá’s workflow, the company is exploring additional features like resource management and financial planning integrations.

Audatia continues to support the team as they scale their monday.com usage to new departments.

Learn From This Case

If your organization faces similar challenges—fragmented workflows, poor project visibility, or inefficient team coordination—Audatia can help. We’ve successfully implemented monday.com with hundreds of companies across various industries.

Ready to transform your project management? Let’s talk.