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.
With its global reach and commitment to innovation, Rothschild & Co continues to drive digital transformation and operational excellence across its network.
The Challenges
Despite its global success, Rothschild & Co faced several challenges that hindered collaboration and project efficiency across teams:
Limited Collaboration and Communication
Disparate tools and communication channels made it difficult for teams to align, leading to inefficiencies and delays in project execution.
Missed Project Deadlines
Without a centralized platform, project tracking lacked transparency, resulting in delays and missed milestones.
Manual Reporting Efforts
Preparing consolidated reports required significant manual work using Excel and Google Sheets, consuming valuable time and resources.
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.
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
Streamlined Portfolio Management
Rothschild & Co now manages projects across five key locations—Zurich, Monaco, Paris, London, and Belgium—on a single, unified platform.
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.
Enhanced Collaboration and Visibility
Teams across departments—Digital Transformation, Change Management, and PMO—now enjoy greater transparency, improved communication, and faster decision-making