monday.com implementation

The Work OS that keeps pace with your teams.

monday isn't just project management. It's a modular platform where your operational processes get built visually. Bids, mobilizations, approvals, AP processing, quality tracking: everything currently scattered across emails and Excel files becomes a structured, online, mobile-accessible system.

Two paths. Horizon ES, our productized ERP on monday.com built for specialty construction contractors (electrical, mechanical, plumbing, structural, finishing): battle-tested templates, faster deployment. Or a 100% custom implementation for other operations that call for their own design.

monday Work Management Work Management
monday CRM CRM
  • monday Work Management: board configuration, views, executive dashboards
  • monday CRM: sales pipeline, lead and account management
  • No-code automations and integrations with your existing stack
  • Architecture, governance and migration from Asana, Trello, Excel

monday AI is native, configured with the implementation

monday SidekickSidekick
monday AI AgentsAI Agents
monday AI WorkflowsAI Workflows
  • Sidekick configured with your business vocabulary and boards
  • AI Agents (qualification, triage, automatic briefings)
  • AI Blocks + Smart Forms for capture and processing workflows
  • Official monday MCP connector for Claude (Anthropic) wired into your boards
monday.com Work Management board
monday.com board · Work Management view

Typical use cases

  • Job-site tracking and bid pipeline (construction)
  • Subcontractor and trade coordination
  • RFP management and citizen request handling (public sector)
  • Order book and manufacturing production tracking

Typical timeline: 4 to 8 weeks for a structured deployment, training included.

Odoo implementation

The whole business in Odoo.

Open-source integrated suite that covers the full operation: from the first customer touch through to month-end accounting, including the website, marketing, sales, production and fulfillment. Odoo Partner: we implement the right apps with configuration tuned to the Quebec context (GST/QST, CCQ, fiscal requirements). Training and autonomy transfer included.

  • Sales, CRM, quotes and subscriptions
  • Website, e-commerce and point of sale
  • Marketing: email, automation, SMS
  • Inventory, purchasing, warehouse management
  • Manufacturing: BOMs, production orders, MRP
  • Accounting and invoicing (Canadian standards-compatible)
  • HR, payroll and time management
  • Bidirectional monday.com ↔ Odoo connectors when both coexist

Odoo AI is native, configured with the implementation

  • Odoo AI Agents with configurable roles and instructions
  • AI fields inline (summaries, analyses, classifications) across CRM, Sales, Purchasing, Manufacturing, Accounting
  • Conversational business insights: sales figures, forecasts, trends
  • Automatic sorting of incoming documents (invoices, BOLs, RFPs) with next-activity generation
  • Claude (Anthropic) wired in via API for cases that need long-form reasoning
Discuss an Odoo project

When Odoo comes in

When your operation is spread across 5 or 6 disconnected tools and you want to consolidate everything into one platform. Typically an SMB in manufacturing, distribution, retail or services that wants a unified view of the whole business.

Many clients run both: monday.com for project pilots and field operations, Odoo for the full management suite. We configure the connection.

AI and automation

AI across the rest of your business.

monday.com and Odoo cover their scopes with native AI. But AI extends well beyond: email, documents, customer support, internal search, cross-functional business processes. We deploy what fits your case, with no dogma about the tool.

Business process automation

  • Multi-system orchestration: email, documents, CRM, ERP, ticketing
  • Event-triggered workflows (inbound email, signature, status update) with AI steps
  • Human-in-the-loop checkpoints for sensitive decisions (approvals, disputes)

Enterprise AI platforms

  • Claude (Anthropic): long-form reasoning, document synthesis, cross-source analysis. Pro, Max, Team, Enterprise plans
  • ChatGPT (OpenAI): everyday usage, custom GPTs, API integration. Team, Enterprise, Edu plans
  • Microsoft Foundry and Microsoft IQ (Work IQ, Fabric IQ, Foundry IQ, Web IQ): hosted agents and enterprise context for clients already anchored in Microsoft 365

AI assistants and agents

  • OpenClaw: open-source self-hosted AI agent, ideal for organizations that want to keep data on-premises. 50+ native integrations (Slack, Teams, email, calendar, GitHub)
  • Viktor: "AI coworker" living inside Slack and Teams. Autonomous over weeks, operates 3,000+ workplace tools, executes multi-step tasks
  • Custom AI agents: built with Claude, GPT or open-source models depending on data sensitivity and usage scope
Scope an AI project

Our approach

Pragmatic. We start from the process to transform, not the tool of the month. We pick the platform on three criteria:

  1. Data sensitivity: internal only? Cloud-OK? Canadian data residency required?
  2. Existing stack: already on Microsoft 365? Google Workspace? Open-source tools?
  3. Usage profile: autonomous agent that executes, or assistant that responds on demand?

Typical use cases

  • Triage and summary of inbound email
  • Construction blueprint reading with critical-data extraction (measurements, materials, quantities)
  • Agent that prepares meeting briefings from internal documents
  • First-line customer support assistant (escalates to humans when needed)
  • Unified internal search across SharePoint, Drive, Slack, monday.com, Odoo
  • Bid generation from templates and customer data

Not sure where to start?

A free 60-minute consultation. We figure out together which service or which combination fits your situation.

Let's talk