Case Studies | SaaS B2B

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Monday.com Data Integration

About

A SaaS B2B business working with Cloud Combinator on AWS. The client is anonymised at their request.

Challenge

The challenge had four focus areas, each rooted in the reality of running reporting across disconnected systems.

Fragmented data

Placement, pipeline, HR and finance data lived in separate platforms with no single view, so building any cross-cutting report meant pulling from several places by hand.

Manual effort and lag

Copying figures between systems is time consuming and error prone, and by the time a report was assembled the underlying numbers had often moved on.

Accurate forecasting and margin

The business needed actuals set against forecast, gross margin calculated from real salary and cost data, and visibility of leave and notice exposure that affects delivery capacity.

Fit within their environment

The solution had to deploy cleanly into the client's own AWS account and work alongside their existing setup without disruption.

Solution

The integration is entirely serverless. A separate AWS Lambda function handles each source system, so the flows are independent and easy to reason about. Candidate updates from Workable trigger on status change through an integration layer, while InTime, BambooHR and the salary spreadsheet are synced on a schedule, hourly for operational data and monthly for finance data that locks after month close.

4

Source systems unified into Monday.com

Hourly

Automated sync of operational data

~30 min

Saved per placement in reporting effort (projected)

By the numbers:

  • 4 - Source systems unified into Monday.com
  • Hourly - Automated sync of operational data
  • ~30 min - Saved per placement in reporting effort (projected)
Changes

The project was accepted against its success criteria: data is sourced correctly from each root system, moved through the serverless flows on AWS, and pushed accurately into Monday.com in line with the client's requirements, giving the team one centralised access point for the numbers that drive the business.

  • A single source of truth — Placement, pipeline, HR and finance data from Workable, InTime, BambooHR and salary spreadsheets flow into Monday.com boards.
  • Real-time visibility — Hourly syncs keep the Workable pipeline, BambooHR leave and notice data, and InTime actuals current, replacing manual copying.
  • Accurate margins — Salary and cost data feed the Forecast board's gross-margin calculations, with data locked after month close for reporting accuracy.
  • Deployed in their environment — The full solution ships as a CloudFormation template and was deployed and tested inside the client's own AWS account.
  • Handover — Knowledge transfer was provided, along with service tagging so the client can track the associated spend.

With the core flows in place and proven, the foundation is set to extend the same serverless pattern to further data sources and richer reporting as the client's needs grow.

AWS Stack

AWS Lambda

For the serverless integration logic, with one function per source system.

AWS Lambda Function URLs

As the lightweight integration layer for event-driven and webhook-style triggers.

Amazon S3

For staging the finance and salary files used in reporting.

AWS CloudFormation

For repeatable, one-step deployment into the client's AWS account.

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