This contract covers the strategic optimization and ongoing development of the monday.com ecosystem for Dexian’s marketing team. The primary goal is to enhance operational efficiency through advanced automation and customized workflow architecture. Key focus areas include: - monday.com Infrastructure: Transitioning to a high-level Portfolio structure for improved leadership visibility. - Make.com Integration: Auditing and repairing complex automation scenarios (including "Closed Board" logic) to ensure seamless data flow. - Capacity Planning: Iterative development of a custom, timesheet-independent capacity planner within Monday.com. - Workflow Automation: Streamlining repetitive tasks to reduce manual workload for a 20-person team. - Continuous Optimization: Ongoing monthly support, troubleshooting, and platform scaling to align with 2026 business goals. Service Model & Terms: - Model: Monthly Agile Retainer focused on high-priority deliverables and technical stability. - Capacity: This retainer includes 12 hours of expert development and consulting per month. - Prioritization: Tasks and deliverables will be prioritized at the start of each monthly milestone in coordination with the project lead to ensure maximum impact.