Case Study: Colyer Group achieves streamlined case study management, faster approvals and smoother onboarding with monday.com

Colyer Group - Customer Case Study

Colyer, represented by Sophie Goodall, needed a simple way to manage a large volume of case studies that span multiple products and involve sales, customer service, marketing and leadership. The challenge was centralizing ideas and assets, ensuring consistent formats and client approvals, assigning clear ownership, and reducing constant follow-ups from the sales team while also providing an on-boarding resource for new starters.

They implemented a shared monday.com template—an honor-system idea pool plus Scheduled and Completed groups—with clear columns for Account Manager, Category, Writer/PM, Facts, long/short copy, infographic and client approval, and traffic-light status colors. All assets and approval records live in infoboxes, creating a single source of truth that standardizes output, speeds approvals, reduces friction and interruptions, clarifies responsibility, and doubles as a quick learning hub for new employees.

Colyer Group

Sophie Goodall

Colyer Group