Case Study: Transform Finance achieves efficient, accountable planning and production of their first podcast with monday.com

Transform Finance - Customer Case Study

Transform Finance, led by Eric Horvath, set out to produce its first podcast but faced a classic resource challenge: the pilot would be handled mostly by Eric alone while a small, overstretched team evaluates whether the effort is worth continuing. The key concern was accurately estimating the time and effort required so the pilot could be judged on its real value to the organization.

They implemented a monday.com template to plan production and track projected vs. actual time, status, and timelines, creating accountability and promoting realistic self-assessment. As a result, the team is better organized and confident the pilot can be executed efficiently; if the podcast proves successful, the board will be shared with 1–2 teammates to scale future episodes.

Transform Finance

Eric Horvath

Transform Finance