Case Study

Monday CRM Workspace for ISV Partner Operations

Teiva Systems designed and configured a monday CRM workspace for Customer team — enabling structured partner pipeline management, role-based forecasting dashboards, and a scalable operating model across multiple regional teams. The engagement covered full workspace architecture, data migration, user enablement, and governance documentation.

Business Challenge

• Partner portfolio — opportunities, applications, forecasting, and go-to-market activity — was managed across disconnected tools with no single source of truth
• No structured way to track pipeline by territory, monitor application certification status, or produce reliable forecasts for leadership
• Manual, Smartsheet-based processes couldn’t scale across multiple regional teams (PODs)
• No role-based visibility path from individual PMs up to executive leadership

The objective was to:

• Design and configure a full CRM workspace tailored to the ISV Partner Operations operating model
• Establish a POD-based structure linking accounts, opportunities, applications, and contacts
• Deliver role-based dashboards for executive leadership, team leads, and individual PMs
• Migrate existing partner data into the new workspace
• Enable the team through training and governance documentation

Solution

• Built full workspace architecture — ISV Accounts, ISV Opportunities, Applications, Leads, Contacts, GTM Events, ISV Assets, and POD Directory boards, connected via mirror columns for automated data flow
• Established a POD-based operating model with territory assignments, PM/APM ownership, and GNACV/NNACV targets per team
• Configured role-based dashboards for VP of Partnerships, Industry and Horizontal team leads, BD, and individual PODs — each with pre-saved filters requiring no manual re-configuration
• Applied Managed Columns to the Forecast Category field to prevent label corruption and protect dashboard accuracy
• Stood up proof-of-concept partner-shared boards giving external ISVs visibility into selected data without workspace access
• Delivered a governance guide, power-user enablement materials, and two live enablement sessions to the client team
• Migrated partner data across multiple POD regions from legacy tools into the new workspace

Key capabilities include:

• POD-based operating model connecting accounts, opportunities, applications, and contacts via mirror columns — ensuring automated data flow across all boards without manual entry
• Role-based dashboards with pre-saved filters for executive leadership, team leads (Industry and Horizontal), BD, and individual PODs — each configured to show the right data without re-filtering on every visit
• GNACV and NNACV tracking per opportunity and POD, rolling up to team-level and executive-level forecast views
• Forecast Category management using Managed Columns — locking labels (Commit, Expect, Upside, Closed, Lost) to prevent corruption and protect dashboard accuracy
• Cumulative forecast aggregation across PODs giving leadership a single pipeline view from Closed through Upside
• Application pipeline tracking by certification stage, territory, and quarter — linked directly to ISV Account records
• Proof-of-concept partner-shared boards enabling external ISV partners to view selected data without accessing the main workspace
• Governance framework covering board ownership rules, data entry standards, view naming conventions, and a weekly rhythm for forecast updates
• Full data migration across multiple POD regions from legacy tools into the new workspace

Business Impact & Value

Operational Impact

• All ISV partner forecasting, pipeline tracking, and go-to-market activity now run in a single monday CRM workspace
• Manual exports and cross-tool reconciliation replaced by a live, structured operating model used daily across multiple regional teams

End-User Impact

• PMs and APMs have a consistent way to log deals, track application status, and update forecasts
• Team leads work from pre-built dashboards with accurate pipeline and GNACV visibility
• Leadership gets a full-portfolio executive view without relying on manual reporting

Summary

Teiva Systems delivered a fully configured monday CRM workspace for Customer’s team — covering workspace architecture, data migration, dashboards, governance, and user enablement. The workspace is now in daily use across the team as the primary tool for partner pipeline management and forecasting, replacing a fragmented, manual process with a scalable, structured operating model.

Talk with our experts

For USA

Raphael Holdermann

Co-founder & Chief Customer Officer at Teiva Systems USA

Raphael is a client-focused leader known for his big-picture business vision and entrepreneurial acumen, having successfully launched organizations, turned around challenged businesses and rapidly scaled programs for small to large enterprises in the ServiceNow ecosystem.

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Dach region (Germany, Switzerland & Austria)

Kostya Bazanov

Co-Founder & Director at Teiva Systems Germany

Kostya has been developing and extending the business footprint of Teiva Systems in the DACH region. Being a trusted advisor and a ServiceNow solution architect since 2012, he offers reliable and quality business and IT solutions, products, and services to our clients.

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Other countries

Oleksii Konakhovych

Co-Founder & CTO at Teiva Systems

Oleksii working with ServiceNow since 2007 and inspired by the opportunity to build a process design and platform architecture. Oleksii using a years of experience to be a few steps ahead of the challenges. Our customer will have the best result and noticeable improvements in the quality of work.

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