EO Sydney, a chapter of the global Entrepreneurs’ Organisation, faced challenges with transparency, membership management, and inefficient processes. With limited visibility into board and staff activities and leads slipping through the cracks, the chapter sought a solution to streamline operations and improve collaboration.
Partnering with Journee, EO Sydney implemented monday.com as their centralised platform. Journee tailored the system to the chapter’s needs, creating transparent workflows, an efficient membership pipeline, and custom dashboards. Comprehensive training ensured the board and staff embraced the system, while automations reduced manual bottlenecks.
The results were transformative: enhanced collaboration, seamless lead tracking, and a more organised approach to managing initiatives. With Journee’s expertise, EO Sydney gained the tools to work smarter, ensuring no opportunities are missed and their chapter thrives.
From Chaos to Clarity: How Journee Consulting Transformed EO Sydney with monday.com
Journee’s implementation of monday.com has been a game changer for the Sydney Chapter. Thanks to their expertise, we now have complete transparency across all board and staff activities, allowing us to collaborate more effectively and keep everyone aligned and accountable. Their setup also enabled us to track membership leads seamlessly - now we can see where each lead stands at every stage of the process, ensuring no opportunity falls through the cracks. It’s made managing our chapter’s initiatives so much simpler and more organised.
- Libbie Ray, President Entrepreneurs Organisation Sydney
About EO Sydney
Entrepreneurs' Organisation (EO) Sydney is part of a global network that connects entrepreneurs to grow personally and professionally through peer-to-peer learning, impactful events, and collaboration. The Sydney chapter supports members in achieving their business and personal goals while fostering a sense of community among like-minded individuals.
Challenges
Before partnering with Journee, EO Sydney faced several operational inefficiencies:
Lack of Transparency: Difficulty tracking board and staff activities, leading to miscommunication and misaligned efforts.
Membership Management Issues: Membership leads were falling through the cracks, as there was no clear process to track them across different stages.
Manual Processes: Inefficient, manual workflows were creating bottlenecks and consuming valuable time.
Goals
EO Sydney sought to:
Gain full transparency into board and staff activities for better collaboration and accountability.
Streamline the management of membership leads to ensure no opportunity was missed.
Simplify operations and create a more organised structure to support the chapter’s growth.
Solution
EO Sydney partnered with Journee to implement monday.com as their centralised operating system. Journee’s expertise ensured the system was tailored to meet EO Sydney’s unique needs, including:
Designing transparent workflows to track activities across the board and staff.
Building a membership lead management pipeline to visualise every lead’s progress.
Creating custom dashboards and automations to streamline processes and reduce manual effort.
Process
Assessment: Journee conducted a deep dive into EO Sydney’s operations to identify inefficiencies and understand their pain points.
Customised Setup: Tailored monday.com configurations were implemented, including dashboards, workflows, and automations to address specific challenges.
Training & Onboarding: Comprehensive training ensured both the board and staff were confident using the platform effectively.
Testing & Adjustments: Processes were tested to ensure a seamless transition, with feedback from the EO Sydney team incorporated into the final setup.
Ongoing Support: Journee provided post-implementation support to ensure the system continued to meet EO Sydney’s evolving needs.
Results and Impact
Enhanced Collaboration: Full transparency into activities allowed the board and staff to collaborate more effectively, keeping everyone aligned and accountable.
Streamlined Membership Management: The new membership pipeline enabled EO Sydney to track leads seamlessly, ensuring no opportunities were missed.
Improved Organisation: The chapter’s initiatives became simpler and more structured, saving time and reducing stress for the team.
Greater Efficiency: Automations eliminated manual bottlenecks, freeing up resources for strategic activities.
Conclusion
Journee’s implementation of monday.com has been a transformative experience for EO Sydney. By addressing their key challenges and delivering a tailored solution, Journee empowered the chapter to work more collaboratively, manage leads effectively, and operate with greater organisation and clarity.
EO Sydney now operates with the tools and systems it needs to thrive, ensuring continued success for its members and community.