ON MONDAY
Mike Basa - On MondayI'm a Business Process
I listen to how people work, understand their processes, and design simple digital systems that make their work easier.Built in monday.com. Designed around you.
I'm a Business Process
Analyst & Systems Architect
I listen to how people work, understand their processes, and design simple digital systems that make their work easier.Built in monday.com. Designed around you.Top 1% Expert Vetted on Upwork100% Job Success Score
CLIENT DATABASE
ClientCoachFormSMSEmail Follow-upAI Summary
Sarah Chen
Not assignedRequestedNo ResponseSentOpenJames Patel
Alex TurnerSignedRespondedRespondedOpenMaria Gomez
Grace LiuSignedSentNo ResponseOpenTom Reilly
Not assignedRequestedNo ResponseNo ResponseOpenAlicia Brooks
Ryan ColeSignedRespondedSentOpenExample of a client and coach matching workflow.
The goal is simple.
One clear, user-friendly digital workspace — with the systems around it working together.I bring your processes, data and tools into one workable environment, connect the systems you already use, and automate repetitive work wherever it makes sense.CRM · Forms · Payments · Email · WhatsApp · Automations · AILess manual work and less jumping between systems, in a workspace built around the way your organization works.THE WORKSPACE
API integrationMCP
Your tools, working from one place.
A clearer process gives your team more time.
A clean, structured system makes your processes easier to understand, standardize and improve.Once the process is clear, repetitive work can be automated, from simple workflows to AI‑assisted steps where they make sense.As a result, people spend less time moving information between tools and more time on work that needs their judgment.
Once the structure is in place, the system takes care of the repetitive steps.THE JOURNEY
Each step builds on the one before: structure, then standardization, then automation.
People can ask the workspace instead of searching it.
Once the data is organized, people can ask questions in plain language through an AI assistant connected to monday.com, and get answers from the workspace without searching or opening the app.AI ASSISTANT
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I've built systems for many kinds of business.
Across more than 70 projects, I've set up boards for manufacturers, real estate agencies, travel agencies, non-profits and marketing agencies. Select a use case to see an example.CRM AND SALES PIPELINESExample
New lead
Harlow FabricationSend intro
Redfern LogisticsCall Monday
Proposal
Northgate SuppliesCall Thursday
Won
Dunmore TradingStart onboarding
How the work runsLeads arrive from several places, and follow-ups often depend on someone remembering them. The goal is for every deal to show its next step and who owns it.
What I set up
- Pipeline stages
- Follow-up reminders
- Lead routing
REAL ESTATE CRMExample
New enquiry
48 Elm AvenueJ. Okafor
21 Mill RoadT. Brandt
Viewing booked
12 Harbour StreetM. Rossi, Tue 10:00
Offer made
7 Garden CourtL. Meyer
How the work runsEnquiries, viewings and offers move quickly, and each property involves several people. The goal is to see every property's stage and next contact at a glance.
What I set up
- Property and client boards
- Viewing scheduling
- Offer tracking
PROJECT MANAGEMENTExample
Not started
Installation planTom
Final inspectionDana
In progress
Design approvalDana, Wednesday
Done
Order materialsLuis
How the work runsWork passes between team members, suppliers and clients, and delays usually come from unclear ownership. The goal is a clear owner, date and approval on every task.
What I set up
- Task owners and due dates
- Approval steps
- Client sign-off
MANUFACTURINGExample
Planned
Oak tables#1042, 12 units
Chairs#1045, 40 units
In production
Cabinets#1039, due Friday
Shipped
Desks#1036, 20 units
How the work runsOrders move through planning, production and delivery, and the team needs one reliable list of what is due. The goal is to see every order's stage and deadline without asking around.
What I set up
- Order stages
- Production schedule
- Delivery dates
INVENTORYExample
In stock
Oak panels42 units
Screws 4x40960 units
Low
Wood stain 5L14 units
Reorder
Steel hinges180 of 200
How the work runsStock levels change every day, and shortages are often found too late. The goal is to see what is running low before it becomes a delay.
What I set up
- Stock levels
- Reorder points
- Low-stock alerts
HR AND ONBOARDINGExample
Waiting
Chloe NguyenDocuments
Ravi PatelManager intro
In progress
Ben CarterIT setup
Complete
Anna KowalskiWelcome email
How the work runsA new hire needs the same steps completed in the right order by several different people. The goal is one shared checklist that shows what is done and what is waiting.
What I set up
- Onboarding checklists
- Document tracking
- Manager and IT tasks
TRAVEL AGENCY BOOKINGSExample
Quote sent
Cape Town, 7 nightsP. Anand
Kyoto, 9 nightsR. Ito
Awaiting payment
Bali, 10 nightsM. Webb
Booked
Lisbon, 5 nightsH. Reyes
How the work runsEach booking involves quotes, payments and confirmations from several suppliers. The goal is to see every trip's status and what is waiting on the client.
What I set up
- Quote and booking stages
- Payment tracking
- Supplier confirmations
Mike Basa
Business Process Analyst & Systems ArchitectI started building systems while managing a motorcycle dealership. Sales, service, admin, daily checklists and follow-ups all ran side by side, and the team needed one clear place to work from. Finding a way to give them that is what led me into this work.From there I worked my way through Trello and monday.com into Make, APIs and automation. Over the last five years, across more than 70 projects, I've built CRM, operations, project and reporting systems for many different businesses.Structure is where I do my best work. I start by listening to how your business runs, organize it into a clear workspace your team can follow, and add automation or AI where it takes manual work off people's plates.Expert Vetted on Upwork100% Job Success Score5+ years building systemsLong-term client relationships
Start with a conversation about your processes.
A first call takes 30 minutes. We go through how your team works today and whether a clearer system would help.© 2026 OnMonday.net. All rights reserved.Monday.com is a registered trademark of monday.com Ltd. This site is independent and not affiliated.
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