The ability to communicate and collaborate efficiently is highly crucial for organizations to improve operational excellence. Organizations thrive when the internal teams function in sync, distribute information readily, and maintain greater transparency into the ongoing project’s status. Efficient communication also plays a major role in aligning the teams and ensuring that all the resources work efficiently, especially when there are geographically dispersed workforces.
Though organizations equip their internal departments and remote teams with Microsoft Teams for regular communication, maintaining a transparent virtual work environment will be highly difficult. With MS Teams as a standalone platform, the chances of establishing a collaborative work environment for organizations are certainly low. Businesses should consider integrating their MS Teams platform with monday.com, a cloud-based work management platform. Businesses can enable their workers to tap into advanced collaboration abilities and improve their communication levels.
monday.com and MS Teams Integration – Building a Collaborative Workspace
In general, Microsoft Teams is used among organizations to connect easily with teammates and stakeholders for professional communication and video conferencing. MS Teams document management feature allows remote teams to store, edit, and share files in real time. Teams Connect is another key communication feature that facilitates business-to-business project management and data exchange in a shared workspace. However, the modern workforce requires more than simple communication abilities to drive a productive and transparent workplace environment.
When MS Teams works as a standalone platform, it becomes highly difficult for project managers and business users to trade-off task management and communication. Though MS Teams intuitive Planner app offers task management abilities, the lack of analytical functions makes it tedious for project managers to track changes, optimize workflows, and manage risks. Whereas, by integrating Microsoft Teams with monday.com, project managers and members can create and manage monday.com boards within Teams, thereby organizing tasks and communication from a single interface. With this integration, MS Teams users can also get access to built-in monday.com tools for task tracking, project planning, and visualization.
monday.com Microsoft Teams integration enables professionals to make use of intuitive automated flows in monday.com to set triggers and alerts. With automated alerts/triggers, business users no longer need to be concerned about sending lengthy messages whenever they need approval from higher-level management. The process of sending approval requests triggers via monday.com and approving them over MS Teams becomes easier for stakeholders.
Some of the unique workflow features that this integration offers are:
- Kanban Boards- Users can add the intuitive kanban board template in monday.com with any channel in MS Teams. This board easily captures task descriptions, due dates, and attachments from the messages in an MS Teams channel and consecutively creates cards on monday.com. With these cards, team members can easily understand the flow of tasks and accomplish them faster.
- Productivity Dashboards – By incorporating pre-built “Productivity Dashboards” in monday.com with MS Teams, organizations can summarize activity from all team channels, mentions, notifications, and assigned tasks. With a bird’s eye view of all team interactions, process managers or stakeholders can easily identify process hindrances and recommend resolutions faster.
- Project Management Framework- By integrating MS Teams with monday.com, organizations can use the intuitive project management framework. This framework helps mission-critical teams to determine KPIs, plan and manage projects efficiently, and accomplish objectives at ease.
Three Use Cases of monday.com MS Teams Integration
1. Product Launch for Software Firms
The success of a software product depends on efficient launch and deployment procedures. During the launch stage, both internal and external parties of a software firm should maintain better communication and collaboration. Every stakeholder has to get involved and must approve their allocated parts. Moreover, the launch stage is a cross-departmental process that requires synchronized actions from various teams.
monday.com Teams integration offers the essential capabilities to keep every aspect of product deployment functioning synchronously and smoothly. Business users can create a dashboard for product launch on monday.com by connecting the appropriate channels in MS Teams. The channels can represent departments like software engineering, marketing, sales, and quality assurance. This enables organizations to manage the product deployment cycle under one single interface.
For instance, when a software firm wants to launch a new mobile app. Here is what they can do with monday Teams integration:
- Create a new monday.com dashboard for product launch and add corresponding MS Teams channels.
- Give access to the dashboard for the right people and assign tasks for everyone via monday.com Planner.
- Collaborate via dashboards for the design, campaign preparation, and strategies. Accordingly, dashboard users can send approvals from monday.com to MS Teams for authorization from top management.
- All communications and files shared via MS Teams will be automatically saved and documented in the monday.com product launch dashboard without manual work.
2. New Hires Onboarding for Remote-First Organizations
The first step of a worker’s journey in the organization is onboarding. While onboarding a new organization can be intimidating for a new employee, it can be equally difficult and time-intensive for HR professionals in remote-first organizations. Managing the onboarding experience and notifying new hires about the organization’s vision and structure through MS Teams can be challenging.
As an alternative, enterprises can implement Microsoft Teams monday.com integration. This integration enables HR professionals to create an employee onboarding app using monday.com templates and host them in MS Teams. With this app, enterprises can:
- Direct new hires virtually to go through pre-defined onboarding steps and submit relevant information for seamless onboarding
- Deliver digital resources, support, and general information for new employees
- Connect new remote employees with team managers, colleagues, community, and culture
- Get feedback on the remote employee onboarding journey and understand the ways to improve onboarding process
monday.com-backed employee onboarding app can be easily accessed by any MS Teams users via mobile devices. Mobile-first experience enables new hires to continue their remote onboarding journey anytime and anywhere. The bi-directional sync support in this app helps in creating copies of employee information received via MS Teams and storing them in the monday.com database. Hence, onboarding and employee data management can be improved with monday.com and MS Teams integration.
3. Project Management for Marketing Teams
Since a hybrid working structure is the new normal, it has become hard for marketing teams and managers to track, organize, and stay updated on the latest updates. When marketing team members are scattered across various locations, maintaining project transparency and collaboration becomes incredibly complex for organizations.
Such organizations should consider integrating the monday.com platform with their marketing channel in Microsoft Teams. Up on integration, marketing teams can:
- Use “Agenda Meeting” template in monday.com to record important meetings happening over the marketing channel in MS Teams. This enables marketing managers to revisit and extract crucial insights from the discussions.
- Assign tasks, discuss foreseeable work, and review team progress efficiently from monday.com.
- Set up automated workflows on monday.com for scheduling meetings and updating daily to-do lists in MS Teams, thereby keeping every marketing team member aware of tasks.
- Send marketing budget approvals to finance managers directly from monday.com.
Benefits of Implementing monday.com MS Teams Integration
1. Centralize Communication and Data Exchange
With this integration, businesses can tap into the best of both worlds – the communication functionality of MS Teams and the strong work management abilities. This eliminates the need for businesses to switch between platforms and offer a centralized work environment.
2. Advanced Security
Data security is a key obstruction that several organizations encounter when trying to integrate communication and project management tools. monday.com’s adherence to data protection along with MS Teams’ security functionalities offers a secure medium for business users to share confidential project data and documents.
3. Agile Management
Agility is crucial for modern businesses to adapt to varying priorities and requirements. Project management functionalities like customizable workflows and task dependencies offered by monday.com impeccably sync with agile methodology. Similarly, Microsoft Teams facilitates faster communication and decision-making. Therefore, implementing monday.com Teams integration offers a responsive and adaptable environment for business users and enables them to fulfill a range of business needs.
Wrapping Up
Enabling monday.com and Microsoft Teams integration is a reliable way for organizations looking to boost communication and collaboration. This strategic connection allows business users to improve task management and promote smooth information exchange. Also, businesses investing in monday.com and Teams integration can easily adapt to any working environment – whether it is hybrid, on-site, or completely remote.
