Infrastructure Sustainability Council

The Challenge: Outdated Systems, Disconnected Teams, and Manual Workloads

Before working with Kick Consulting and monday.com, ISC was facing challenges including:

• A clunky CRM (Microsoft Dynamics) that was too complex and resource-heavy

• Project and task tracking spread across Excel, OneNote, and disconnected tools

• Manual membership renewals that took up to a month each year

• Siloed systems for CRM, project management, and billing

• No reliable way to forecast workload or manage capacity

• Poor visibility across teams and vendors

“Before monday.com, each team used their own systems. We had spreadsheets, OneNote, and various apps that made it hard to get a clear picture of anything.”— Robert de Carvalho, Head of Technology, ISC

The Solution: Customised monday.com Implementation with Kick Consulting

ISC partnered with Kick Consulting, a certified monday.com channel and implementation partner, to design and roll out a scalable solution tailored to their nonprofit structure. Since the relationship began, here is what’s been delivered:

• CRM system migrated from Microsoft Dynamics to monday.com

• Project and work planning boards for every team

• monday dev for agile sprint management and burn-down tracking

• Integrated membership management from application to billing

• Personal Boards for every team member, streamlining onboarding and daily workflows

System Integrations:

• Billing and invoicing systems

• Membership portal and website forms

• Marketing automation

• Portal for infrastructure ratings

• New accounting software (upcoming)

“We’ve gone from barely knowing what a board was to automating end-to-end membership processes and forecasting project capacity with dashboards.”— Robert de Carvalho

Measurable Results from ISC’s monday.com Transformation

🕐 90% Reduction in Membership Renewal Time

Manual membership renewals that took 3–4 weeks and involved multiple teams now take 2 days or less, thanks to automated workflows between monday.com and ISC’s billing system.

“We went from a spreadsheet-driven process to a fully integrated workflow. It used to take a month—now it’s almost instant.”

📈 Forecasting Capabilities Unlocked

ISC now uses monday.com to forecast verifier workloads, track upcoming certifications, and plan around revenue milestones.

“monday.com is helping us predict what’s coming—not just track what already happened. That’s a huge shift in how we operate.”

🛠 CRM Ownership Without a System Admin

Unlike Dynamics, monday.com allows each team to manage their own workspace. No full-time system admin required.

• Team-specific workspaces mean better ownership and less IT bottlenecks

• Improved adoption across departments through ease of use

  
  

📊 Agile Project Delivery with monday dev

• Four concurrent software projects tracked in sprint cycles using story points

• Sprint velocity now ranges between 100–120 points

• Dashboards and burn-down charts show progress, predict delivery dates, and surface bottlenecks

“monday dev lets us manage multiple agile projects at once—even with part-time contributors. It’s like having Jira without the complexity.”

🔄 Integration Replaces 3–4 External Systems

monday.com has become a central hub, connecting data and workflows that were once split across:

• CRM

• Membership management

• Billing and finance

• Marketing

• Project tracking

“If something’s not in monday.com, we assume it’s not being managed.”

Why ISC Chose Kick Consulting

Kick Consulting’s flexible, ongoing engagement model suited ISC’s evolving needs. Rather than replacing a legacy system with a one-size-fits-all setup, Kick provided an agile rollout strategy, allowing the ISC team to pivot between departments and priorities.

“We didn’t always know where to start. Kick’s flexible approach gave us room to shift as the business evolved.”

“Having someone like Lachy—who understands nonprofits and member-based organisations—meant we didn’t have to explain everything from scratch.”

The Bottom Line: monday.com Became a Core System at ISC

With Kick Consulting’s guidance, ISC transformed monday.com from a simple project management tool into an integrated business operating system.

• From manual spreadsheets to automated workflows

• From vendor-managed projects to in-house agile delivery

• From retrospective reporting to proactive forecasting

“monday.com is now one of our core systems. It supports everything from CRM and onboarding to forecasting and agile delivery.”— Robert de Carvalho, Head of Technology, ISC