Consorcio Industrial de las Américas: Towards centralized management with monday.com
Discover how COINLA centralized its key processes, improving traceability, visibility, and team coordination across daily operations.
Discover how COINLA centralized its key processes, improving traceability, visibility, and team coordination across daily operations.
Consorcio Industrial de las Américas (COINLA) acts as a strategic ally for companies looking to expand their operations from Panama to the world.
Leveraging the advantages of the Free Trade Zone regime, it offers high-level infrastructure and value-added services that enhance the competitiveness of companies that set up in the Panapark Free Zone industrial, logistics, and service park.
Among its services are: construction, marketing, and operation of Panapark, through the sale and rental of industrial buildings for logistics, manufacturing, production, assembly, general services, etc.
Its mission is to facilitate international companies in establishing and developing efficient, sustainable operations with a global outlook.
COINLA faced a common situation in the construction sector: defined processes and clear responsibilities, but with tools, systems, and platforms that were isolated or disconnected from each other, making visibility of some processes difficult. The initial situation was as follows:
- The legal procedures for projects required a tool to ensure traceability and control.
- Project tracking was done in templates developed in Excel and Project separately and non-standardized.
- Costs of billing were recorded and controlled independently from the company's ERP.
- Production progress in the field was recorded on physical forms that were later entered into tracking tools in Excel.
- Reporting and control of Project indicators were managed from another reporting tool in Excel.
This dispersion led to duplication of efforts, manual errors, and delays in real-time strategic decision-making due to the decentralization of information.
On the other hand, the lack of traceability and control over legal procedures to comply with construction, administrative, and commercial projects motivated the company to initiate its digital transformation from these pain points.
The COINLA team was looking for a platform or tool that would allow them to:
- Have traceability and control over the company's legal procedures.
- Centralize project management to eliminate multiple templates and unify all projects in one tool.
- Automate the recording of daily tasks, the generation of reports, and notifications automatically, ensuring immediate strategic decision-making.
- Scale the solution with the company's growth and continuous improvement.
- Integrate with existing systems (such as their ERP) to ensure accuracy in financial information.
- Digitize physical forms to avoid manual processes and leverage automation and artificial intelligence opportunities to enhance operations.
- Incorporate all operational managers involved in construction processes and legal procedures into one platform.
In partnership with GB Advisors, COINLA implemented monday.com as its central platform for project and legal procedure management, replacing manual processes with a digital, visual, and collaborative environment.
The project included:
- Custom adaptation of the tool to internal workflows.
- Smart automations developed through integrations with Make and other applications to optimize repetitive tasks and consolidate entered information.
- Digitization of forms that were previously filled out on paper, allowing data captured on-site to be automatically reflected in daily activity dashboards.
- Automatic report generation with operational dashboards for immediate strategic decision-making.
- Continuous training and support from the GB Advisors team to ensure effective adoption by staff.
- Centralization: production, cost, and project timeline information in one platform.
- Elimination of manual processes: physical forms replaced by digital ones, smart automations, and notifications based on actions and milestones.
- Greater traceability: real-time visibility of planning status versus execution.
- Automated reporting: metrics and KPIs updated instantly and notified to managers.
- More effective collaboration: teams work in the same environment through integrated dashboards.
- Guaranteed scalability: the solution grows with the operation without the need to replace systems, with the possibility of integrating more functionalities.
"monday.com allows us to work collaboratively, automate repetitive workflows, have real-time traceability, and integrate other systems. That’s what makes it advantageous compared to other solutions."
Erick Diaz
Process Management Coordinator at COINLA
COINLA highlighted the importance of specialized support from GB Advisors throughout the entire transformation process.
The Software Implementation Project (SIP) was key to structuring the work in phases (definition, development, testing, and post-production), aligned with the pace and culture of the company.
The Solution Services Insurance - Advanced (SSI Advanced) has enabled the maintenance of operational continuity, resolving technical challenges and adapting the tool as processes evolve.
"GB Advisors makes a difference because they are always open: if something cannot be done one way, they find a way to achieve it through another route. While other providers have stopped at 'it can't be done,' I believe GB Advisors understands the goal and strives to find the solution."
Erick Diaz
Process Management Coordinator at COINLA
COINLA plans to expand the use of monday.com to new areas over the next year, solidifying its vision of a 100% digital operation.
The upcoming phases include:
- Quality and construction control: dashboards for tracking inspections, regulatory compliance, and warranty reports.
- Warranty and post-sales management: traceability of requests and control over response times.
- Collections: automation with the ERP to improve timing and control over collection management.
- Integration of external contractors: integration of progress accounts reported by external parties within the collaborative work environment.
- Expansion of operational dashboards aligned with real-time performance evaluations.
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