Tripleseat vs monday.com: Which is a better fit?

Speaker 1: Hi, my name is Mai and I am the managing director at BG Catering Concepts in Boston, Massachusetts. My company is small. We're a boutique firm. We employ about 20 people full-time, and on the scale of one to five, I give Tripleseat a resounding five. Prior to Tripleseat, we were using a platform called Caterease, and ultimately in about 2021, we came to a crossroads and felt that Caterease was holding us back. The platform was a bit antiquated, and as we were scaling up, we found that it was limiting. So in our search for a new platform, Tripleseat was presented to us and it quickly became the unanimous winner. We onboarded immediately and had been using the platform for two years with great success. The reason we selected Tripleseat out of a variety of platforms to use was the host of services it provides in one platform. We're able to create our BEOs, our invoices, our contracts, and send those to our clients in one link, making it incredibly user-friendly for our clients, which is of the utmost importance. We want all of our interactions with our clients to be incredibly seamless, and the first touch is that proposal process, the contract, the agreement, the invoice, and we're able to do all of that in one platform. That is one of the biggest assets that I find Tripleseat provides, and we receive great glowing praise from clients on how user-friendly the platform is. And for some of us creatives who aren't the most tech-savvy, this platform covers us and allows us to do what we do best in the creative space and simultaneously create a seamless experience for our clients. Admittedly, I am a creative in the creative space, and so I am not the most tech-savvy, so I was a little trepidatious about switching to a new platform. Fortunately, Tripleseat accounts for that, and we were assigned an account manager who onboarded us, and I am delighted and pleased to announce that I found the onboarding incredibly easy and that speaks volumes because again, I am not the most tech-savvy on the planet and I am now a power user. I think that Tripleseat has become second nature. It's become secondhand to me. It allows me to simultaneously work on many projects at once. So the transition, which oftentimes is very daunting when you're switching platforms, this was the most seamless transition I've had in my entire career. If you are considering Tripleseat, I think one of the most beneficial features you can utilize immediately, even in the selecting process is interfacing with one of their account reps. Their customer service is bar none the best I've experienced. It's incredibly hands-on. It's not a chatbot, it's not an anonymous service. You're linked to an account manager who will hop on the phone, hop on a Zoom with you, share his or her screen, and help you immediately navigate any problems. So I think that's an underutilized feature that you can really take advantage of. It's not an additional cost, it's not an additional add-on feature. It comes with the platform and it comes even while you're making that decision. So I would highly encourage anyone considering the transition to Tripleseat to immediately engage and interact with their account manager because they will be the ones that will help you determine whether this is the best platform for your company. That was a big reason why we ended up selecting the platform. Our account manager, our account rep was incredibly helpful and we have stayed with her throughout our experience with Tripleseat and she will continue to be our account rep. So she knows the nuances, she knows the idiosyncrasies of our company and is able to seamlessly navigate and troubleshoot as we go.

Amber: My name is Amber. I'm an IT project manager for a healthcare company. The company size is about 5,000. Also, the product for Monday, I would rate it a five. So I was using Asana prior to monday.com and the reason why that wasn't really working, lack of features. So that product didn't allow a lot of implementations as monday.com allows. Meaning when I'm working with a team, I'm able to just go ahead and put in all of their resources. So the resource management was really great. If there were any files, like large files, it was easier to share out with the team using monday.com so everyone could have access to it. Asana, unfortunately, it just allowed me to track task, but working with a larger sized team and a bigger company, monday.com was perfect for that. I chose monday.com basically for my team and my team's size. So I was able to allow my team to get acquainted with the monday.com product. A lot of them were used to using Asana. A lot of them were used to me tagging them in their task, but I showed them that that tool for monday.com allowed me to go a deeper depth with them and dive into really what their assigned tasks were individually for the team. So they were able to keep track of that. Also, I was managing about four plus projects at the same time, so it was a lot easier for me to go ahead and create different tasks per project for team members. So I worked with the digital team, I worked with creative, I worked with the real estate team. So all of that was just easier to keep separate and just allow those teams to really go in and own their task and own their individual projects that they were doing. When getting set up with monday.com, it really didn't take very long because as a project manager, I am trained to use a lot of different resources and tools. I liked the layout of it a lot better, again, than a lot of the other project management tools that I've used in the past, like Asana and Jira. monday.com just had a very simple design and layout, so it was very easy for me to go ahead if I needed to add anything into projects. Like again, the file sizes were very large for our teams, because they were very large projects. So getting set up took about, I'd say a couple of weeks, but first off the first week was training the team members on using that tool. So they were really happy with the training that we provided for them for that week-long training. Then the second week was just going ahead and doing the trial run with the team to see how again, the team liked the product. They did find it a lot easier to work with again, because when you're managing four different projects and there's about 12 people per team, they like the simplicity of being able to own their task and be able to go in and make their own edits and share their files, sizes, however large, throughout the team. So it took about a couple of weeks, but the team definitely was appreciative of me implementing that tool. So the advice I would give to anyone interested in trying out monday.com, first off the pricing, depends again on what you're looking for. The product is great, so I recommend doing the trial run with your team. I know a lot of people from different companies might have smaller companies, and they're used to using that product like Asana. Our company was much smaller and we really didn't have the funds to try to venture out and try a bunch of different products, but monday.com was recommended to us, so we decided to give that a trial run. Based on the pricing, we were able to afford it. So if you're interested in using that product, do your research, find out what you're looking for specifically. You might not need as many resources as a larger company does, but it is nice to have that benefit for your team members so that they're able to just complete their task on time, keeping track of their own individual projects. They can own that. So yes, just definitely go ahead and do your research. It depends on what company, again, you are. I was healthcare, so for us, our healthcare team was a much larger size, and that product just fit with our team.