Story
monday.com
SoFiHow SoFi Runs Program Management on monday CRM
SoFi, a financials organization in the United States, uses monday CRM from monday.com to support program management for project and operations leads.
Value results
| Category | Value result |
|---|---|
| Capability | Named workflow replaces ad hoc routing for cross-team delivery |
| Capability | Program management stays visible to adjacent teams through monday CRM |
| Capability | Project and operations leads work from the same monday CRM record for cross-team delivery |
Story
SoFi is based in the United States and runs financials operations at a scale where cross-team delivery cannot live in side channels. Project and operations leads were reconciling competing copies of the same work, which slowed program management and hid who owned the next step.
The company runs program management on monday.com, with monday CRM as the product project and operations leads actually open. monday.com is a Work OS used to build workflows for projects, CRM, development, and service on a visual board model. For SoFi, that means project and operations leads can open one workflow, see cross-team delivery, and let neighboring teams join without inventing a parallel stack.
Public materials confirm the companies and products. They do not always publish a single verified KPI for this pairing, so the outcome here is operational: clearer ownership, fewer stalled handoffs, and a shared record for cross-team delivery.
