How Rothschild & Co streamlined operations
by migrating to monday.com
About Rothschild & Co​​
Rothschild & Co is a family-controlled global financial services firm with a legacy of over two centuries in providing trusted, independent advice. Operating across more than 40 countries, the company offers expertise in investment banking, wealth and asset management, and alternative investments.
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With its global reach and commitment to innovation, Rothschild & Co continues to drive digital transformation and operational excellence across its network.
The Challenges
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Despite its global success, Rothschild & Co faced several challenges that hindered collaboration and project efficiency across teams:
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Limited Collaboration and Communication
Disparate tools and communication channels made it difficult for teams to align, leading to inefficiencies and delays in project execution.
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Missed Project Deadlines
Without a centralized platform, project tracking lacked transparency, resulting in delays and missed milestones.
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Manual Reporting Efforts
Preparing consolidated reports required significant manual work using Excel and Google Sheets, consuming valuable time and resources.
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These obstacles underscored the need for a unified work management system that could streamline collaboration and improve visibility across teams and regions.
The Solutions
Aulysius helps Rothschild & Co partnered implement monday.com Enterprise as their centralized portfolio management platform.
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Dedicated Implementation Team
Aulysius assembled a specialized team comprising a Project Manager, Customer Success Manager, and Account Manager to ensure seamless adoption tailored to Rothschild & Co’s workflows.
Fast and Efficient Deployment
The Proof of Concept (POC) and go-live were successfully completed within just four weeks, minimizing disruption and accelerating time-to-value.
The Results
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Streamlined Portfolio Management
Rothschild & Co now manages projects across five key locations—Zurich, Monaco, Paris, London, and Belgium—on a single, unified platform.
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Significant Cost Savings
By replacing JIRA, MS Teams, Excel, and Google Sheets with monday.com, the firm achieved an estimated $500,000 in cost savings over two years.
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Enhanced Collaboration and Visibility
Teams across departments—Digital Transformation, Change Management, and PMO—now enjoy greater transparency, improved communication, and faster decision-making