monday.com Work Management Core Certification case studies
monday.com Work Management Core Certification · Put your knowledge to work in context.
The monday.com Work Management Core Certification is a vendor credential for practitioners who configure and run work management on the monday.com platform. It suits project and program managers, PMO staff, operations leads, marketing and IT coordinators, and implementation consultants who build boards, report on delivery, and connect tools rather than only using them as end users. The exam tests five areas of equal weight: platform overview, dashboards and reporting, integrations, automations, and AI agents and AI workflows. The AI portion matters because monday.com now positions itself as an AI workspace for people and agents, with an agent builder, AI assistant, notetaker, AI workflows, and an open layer connecting external agents and MCP-connected tools. The monday.com Work Management Core Certification case studies are 5 cases and about 2,863 words.
1Designing a Governed Account Structure After Rapid Growth
Northwind Services has grown from 40 to 420 employees in 18 months. Each of six delivery teams built its own board for the same client onboarding process.
597 words, about 3 min2Reconciling an Executive Dashboard Before a Board Meeting
A PMO at a 900-person consultancy runs 12 client project boards. Each board has a Status column with On Track, At Risk, Delayed, and Done; a Timeline; a Numbers column for budget; and a People column for project lead.
605 words, about 3 min3Taming Noisy and Duplicative Integrations
A 250-person SaaS company uses monday Work Management for implementation projects, Jira for engineering, Slack for alerts, and Salesforce for account data. The implementation board has 1,200 active items.
586 words, about 3 min4Breaking Automation Loops and Restoring Quota Headroom
A 60-person professional services firm runs its delivery process on one 4,800-item board. There are 74 active automations.
528 words, about 3 min5Designing a Human-in-the-Loop AI Triage Workflow
A shared services team receives 1,400 inbound requests per month via a Gmail inbox and a web form. Requests include invoices, IT access, facilities, and HR questions, some with attachments containing personal data.
547 words, about 3 min