Case Study: Transform Finance achieves reliable grant tracking and timely payments with monday.com

Transform Finance - Customer Case Study

Transform Finance, a mostly grant‑funded nonprofit led by Rima Ramuda, needed a better way to track incoming payments so they wouldn’t miss vital funding. Previously they stored grant information in Google Drive and had to dig through folders and documents, which made it easy to overlook due dates and outstanding amounts.

They migrated their Excel tracking sheet into a Monday board using a simple template with columns for grant type, start/end dates, total, received and outstanding amounts. The clear layout and one‑click access let the team check grants weekly, avoid missed payments, and maintain reliable cash flow so they can keep delivering on their social justice work.

Transform Finance

Rima Raouda

Transform Finance