Polished Geek

Polished Geek is a monday.com consulting firm based in Sanford, North Carolina, helping organizations fix broken processes and disconnected tools before building them into the monday Work OS. It describes itself as a monday.com Certified Consultant and Platinum Partner, and its motto is to fix the process, not the symptoms. Its clients range from universities to growth-stage companies.

The firm works with companies where growth has exposed operational problems, and it co-creates changes with client teams rather than handing over a finished system. Each engagement starts with a discovery phase that examines how work gets done across people, processes and tools. A design phase then builds a roadmap together with the client, and a final phase establishes clear workflows so the business can adapt as it grows. Its stated aim is to make clients the experts in their own operations, and its values are described as authentically geeky, relentlessly curious, fearlessly transparent and collectively powered.

• Immersion and Accelerator programs: end-to-end monday Work OS implementation covering strategy, workflow development, integration, training and rollout
• Lean Six Sigma: process mapping, bottleneck analysis, recommendations and a scaling roadmap led by a certified consultant
• Managed services: ongoing support through a Monday Mentor
• Change management: support for adopting new ways of working
• Tech education: training for client teams

Named clients on the site include MacKenzie-Childs, Wellpointe, Duke University, Brilliant, Merchant Investment Management, Alberici, GR0, Guardian Fall, Legendary Capital and Salem Sports Events. The firm says hundreds of organizations have worked with it.

According to its website, Polished Geek is a monday.com Platinum Certified Partner, ranks in the top 15 percent of monday.com certified professional services agencies in North America, and was named monday.com Partner of the Year in 2022. Its badges include monday.com Advanced Workflows, Dev, CSM, Sales CRM and Apps Challenge, along with PMP, three PMI MicroCredentials, ICP and Make Partner status. The site also runs a community Discord server for monday.com users.