Whatever Tech
Proposal for Jamie Judy, Infinity Concepts Group

Sales, projects, finance and every task, finally in sync across your four companies.

Phase 1your structure, already built in monday
Week 2your team is already working in its apps
8 weekstuning them until they fit the way you work

Phase 1 gave you the foundation: your operation mapped and structured in monday, and the task app you already saw.

Now imagine Infinity Concepts after

8 weeks

with sales, projects and finance in sync, every project showing hours available, invested and remaining, and your team logging its hours as part of the day.

What changes when your operation lives in one system.

0

parallel spreadsheets: one version of the information for the whole team.

1 click

to know where every client, job or project stands, without asking anyone.

100%

of tasks with an owner and a date. Nothing falls through the cracks.

Live

how your business is doing, without waiting for someone to build the report.

Every

area on the same database: what one records, the others see instantly.

Without you

the operation keeps going: processes live in the system, not in one person's head.

It happens in every industry: less time looking for information, more time to grow.

One structure in monday for all four companies. Each team works in its app.

Infinity Concepts apps

Your information in monday

One app per team.

People who do the same work share an app. At Infinity Concepts that's four: sales, project managers, finance, and the whole team for their day-to-day tasks.

Same people
1 app

If the same people sell and write the estimates, it's one app: Sales.

Different people
2 apps

Project managers plan each job and every team member works their own tasks, so each gets theirs: Project Management and Task Management.

A job moves through several apps, without typing anything twice:

Sales
Job 2417Fall campaign
Won

Estimate approved, 120 hours

Project Management
Job 2417Fall campaign
84 of 120 h

Hours logged daily in Task Management

Finance
Job 2417Fall campaign
Invoiced

Billed against the hours worked

It's the same job, saved once in monday. Each team sees it and moves it forward from its own app.

The more you ask of it, the more your team uses it.

Each round brings, on average, 15 to 25 improvements per app.
In traditional monday

Every "can it do this?" is paid for twice

Once in money, because it's quoted as a separate change. Again in usage, because the system gets more complicated and your team opens it less and less.

With your apps

Every "can it do this?" is already paid for

It goes into the next improvement round, nothing to quote. And since your own team asked for it, they use it from day one.

Eight weeks, with your team using the apps from week two.

Week 1DiscoverHow each team works
Week 2DeliverVersion 2 of your apps
Week 3ObserveOne session per app
Week 4LiveVersion 3 running in your monday
Week 5ObserveOne session per app
Week 6PresentVersion 4 and your feedback
Week 7ObserveOne session per app
Week 8DeliverVersion 5, final delivery
Kickoff
Round 1
Round 2
Round 3
Each round is per app

One week we watch your team work, 45 minutes per app. The next, we show you the improvements and you give us feedback on the spot.

What about training?

It's the whole process. Your project managers, finance and the whole team learn by using their own app from week 2, with us alongside every week.

We offer 8 weeks

Most of the time, by week 6 the team is already telling us: "this is everything we want."

Phase 1 is done. Four versions of your apps come next.

The task app prototype and the Phase 1 structure are already built. From version 2 on, every version comes from watching your team work: one week we observe, the next we show you the new one.

Already doneYour 8-week program, your appsAfter
v0PrototypeThe task appThe Task Management interface you already saw.
v1Phase 1Your structure in mondayMapped and structured: the base every app sits on.
v3LiveWeek 4Live in your monday, with your data.
v4Week 6With the improvements your team asked for while using them.
v5Week 8Final delivery.
v6+OptionalContinuous improvementMore versions when your team asks, with monthly improvement rounds.

Each app has its own first session, scheduled when we close. Task Management goes first: its interface is already built.

Your recommended program.

$3,500

USD, one-time, for your 4 apps

8weeks
4apps
3improvement rounds per app

You pay 50% to start and 50% in week 4.

Regular price $8,000. Phase 1 already covered consultation and data architecture, so every app is half price, and Task Management is $500: its interface is already built.

Includes

  • Your 4 apps in monday Vibe: Sales, Project Management, Finance and Task Management
  • Built on the Phase 1 structure, for all four companies
  • Hours tracked as part of the day, per person and per project
  • Automated tasks inside the apps
  • Works on mobile too
  • 3 improvement rounds per app, from watching your team work

Want to adjust it? Switch the monday Vibe plan or how you pay for it, and see what you pay each week.

Separately, scoped on their own: migrating your data from FunctionPoint, and connecting monday with QuickBooks, PandaDoc or Slack.

Your program, line by line.

Whatever Tech fees

One-time, for the eight-week program, 3 improvement rounds per app. Half price on every app: Phase 1 already covered the consultation and data architecture.

Sales
Pipeline, estimates and change orders
$2,000 $1,000
Project Management
Jobs, workload and hours available, invested and remaining
$2,000 $1,000
Finance
Invoices, billing against hours, budget versus actuals
$2,000 $1,000
Task Management
Interface already built, it goes straight to production
$2,000 $500

monday Vibe

Paid directly to monday, never through us. Your monday users and current plan stay as they are.

Apps plan
How you pay monday Vibe

Jamie, let's put all four companies in sync.

Four apps on the structure we already built together. Task Management is already designed, so it's the first one live.

1

Confirm

You pay 50% and we set the start date.

2

Turn on monday Vibe

3

Week 1

We meet with sales, project managers and finance, and set their weekly sessions.

Make the first payment

This proposal is valid until .

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