Case Study: Transform Finance achieves streamlined program tracking and fewer missed deadlines with monday.com

Transform Finance - Customer Case Study

Transform Finance is a New York–based nonprofit that advances capital for transformative social change through research, training, convenings, and an investor network. With many concurrent projects, external contractors, and grant-driven deadlines, the team struggled to coordinate priorities, assign tasks, and get visual timeline comparisons while relying on spreadsheets.

They implemented a single Monday “motherboard” template to centralize projects, group tasks by project and priority, assign owners, and view timelines and deadlines. Using custom fields, twice-weekly board reviews, and a designated platform lead, the organization gained clear visibility, cut hours of scramble time, reduced stress, and kept projects progressing on schedule.

Transform Finance

Curt Lyon

Transform Finance