Case Study: Cedar Financial achieves seamless remote teamwork and faster reporting with monday.com

Cedar Financial - Customer Case Study

Cedar Financial’s teams are split across time zones — a Programming team in Pakistan and a Client Relations team in California — which made synchronous communication and report creation slow and cumbersome. The company needed a simple way to coordinate tasks, track progress and reduce back-and-forth calls, emails and IMs that delayed projects.

They adopted monday’s Programming template, quickly customizing it, inviting members and using shared boards to assign tasks, leave notes and get automatic notifications. The result was seamless, asynchronous collaboration: reports are delivered faster, everyone can check progress at any time, and the streamlined workflow strengthened the team while eliminating time-consuming status requests.

Cedar Financial

Shaby Fisher

Cedar Financial