Case Study: Transform Finance streamlines fundraising and saves time with monday.com

Transform Finance - Customer Case Study

Transform Finance, led by Rima Randa, was struggling to coordinate fundraising outreach: team members duplicated work, important details fell through the cracks, and progress updates required time-consuming back-and-forth. The organization needed a single, simple system to keep everyone aligned on prospects, tasks, and application status.

They adopted a monday template that organizes prospects into grouped pulses and tracks required documents and tasks with owner, status, and last-action fields, plus quick visual status indicators and activity notes. The shared board centralized information, eliminated needless follow-ups, improved organization and transparency, and freed up time so the team could focus more on projects and less on managing fundraising logistics.

Transform Finance

Rima Raouda

Transform Finance