A
One workflow
A single pain point clearly dominates and you want a contained first win before committing to more.
Services
Four kinds of work, usually in that order.
Nearly every project starts the same way. One workflow is eating hours a day, we fix that one thing, and the rest of the system grows outward from there. Anything that starts with a platform diagram tends to end badly.
All four apply equally to Monday.com and Sortly — same API-first approach, same refusal to ship a tool your team dreads opening.
01
Custom internal tools
Desktop and web software for intake, receiving, purchase orders, inventory cleanup, pull lists, location assignment — and the exceptions that never fit the happy path.
Screens shaped around how the team already works
Validation at entry, so bad data never gets in
Different views and permissions for different roles
02
Integrations and sync
Connections between Monday.com, Sortly, and whatever else the operation depends on: an ERP, accounting, a BI tool, or the workbook one person maintains by hand.
Two-way reads and writes through both platform APIs
Scheduled runs with retries, and an alert when one fails
Field mapping and cleanup, so downstream reports stop lying
03
Dashboards worth opening
Built around a decision someone has to make today: what is missing, what is late, what got counted wrong, which jobs have sat untouched since Tuesday.
Every number links through to the thing you would do about it
Filters by role, location, vendor, or work queue
CSV export, because someone downstream always wants a spreadsheet
04
Admin and permissions
Once a tool outgrows its first user, the back end starts to matter: user setup, role management, audit history, and customer access.
Roles tied to real jobs, not abstract permission bits
A screen where you manage staff and customer accounts yourself
Audit history for who changed what, and when
Engagements
Three shapes a project takes
B
Integration plus a UI
Moving the data is only half the problem — somebody still has to act on it every morning.
C
Hardening what exists
A useful tool is already running and now needs auth, permissions, admin controls, or a real deployment.
Not sure which one you need?
That is normal, and it is usually clear within one conversation. Describe the process causing the most rework.