curious how other monday.com consultants handle process mapping with clients
I do implementation work on monday.com, and the part I keep getting stuck on isn't the boards, it's the step before the boards. Before I build anything, I need to actually understand how the client's process works: who owns what, where handoffs happen, what needs approval, what happens when something goes wrong.
Right now that's whiteboard or Miro, then me manually translating it into monday afterward. Which mostly works, but the map and the actual boards drift apart the moment the client's process changes and nobody goes back to update the diagram.
Been playing with something to close that gap, a way to map the process itself (not just the data) and have it stay connected to the boards instead of becoming a stale picture. Screenshot below of where it's at.
Genuinely curious how the rest of you handle this part of an engagement. Do you map it out first, or go straight into monday? What do you use? And does the drift thing actually bug you, or is it a non-issue in practice?
Drop a comment with how you approach it, I read all of these. If you want to see more of what I'm building, happy to grab time.
