Fieldstone Helms Kicks Lag to the Curb with monday.com

The Challenge

As a busy, growing agency, their old system just couldn't keep up. It was a single tool trying to do two jobs: manage all their client work and track internal HR leave records. It failed at both. This meant constant lagging and downtime that required hands-on support from IT just to get the day started. Worse, sporadic visibility problems meant jobs or leave requests could just disappear. It was creating frustrating bottlenecks for a creative team that needed to stay focused on client work.

The Implementation and Solution

They needed a new platform, and their criteria were simple: it had to be user-friendly, "highly customizable," and not "very costly" to make those customizations. They weren't looking for a money pit. After one of their own IT specialists pointed them to monday.com, we helped get them up and running.

The whole implementation process was smooth and wrapped up in about two or three months.

Now, they manage complex projects and HR in one clean system. While not all 20 teammates use it, the account managers and the members of the creative team live in it every day. As the Project Manager, Jessica finds the automations game-changing. She can easily navigate from one board to the other to track jobs, assign tasks to different designers, and monitor due dates. On the HR side, things are just as good. Tracking leave, resource planning, and managing the leave calendar and approvals are all described as very seamless.

The Impact

So, what's changed? Everything. No more lag. No more invisible jobs. The team is on a smooth ride. The automations make complex work simple, and having one reliable system for both projects and HR makes life easier for everyone. It's not just a tool they tolerate; it's a platform they actually enjoy using.