Invoka Consulting

monday.com Licensing

Invoka Consulting provides monday.com licensing alongside expert advisory, implementation, and optimisation services. We help public sector organisations adopt monday.com effectively, ensuring teams can collaborate, track, and automate workflows securely and at scale. As a trusted delivery partner, Invoka supports customers from initial licensing through configuration, rollout, training, and long-term optimisation.

Features

• Project Management
• Portfolio Management
• Programme Management
• Resource Management
• Project & Portfolio Reporting
• Analytics

Benefits

• Simplified procurement of monday.com licences through an approved supplier
• Access to a leading cloud-based work management platform
• Improved collaboration and visibility across teams and projects
• Flexible licensing options to support organisational growth
• Reduced administrative burden through centralised licence management
• Assurance that buyers select the right monday.com tier and package

• Education pricing available
• Free trial available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at ben.flatman@invokaconsulting.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

251849106586324

Contact

Ben Flatman
+44 (0) 207 264 2151
ben.flatman@invokaconsulting.com

About your service

• Service categories:

  Applications

  Collaborative

  • Team collaboration
• Multi cloud support: Yes

Service scope

• Software add-on or extension: No
• Cloud deployment model: Public cloud
• Service constraints: None
• System requirements: Web browser

User support

• Email or online ticketing support: Yes, at extra cost
• Support response times: Invoka aims to respond to questions within 2 hours. Tailored SLAs are available based on the organisation's requirements
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.2 AA
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Yes, at an extra cost
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support accessibility standard: WCAG 2.2 AA
• Web chat accessibility testing: We test our web chat functionality as part of our wider accessibility and usability assurance activities. This includes testing with assistive technologies such as screen readers (including NVDA and VoiceOver), keyboard-only navigation, and browser zoom and reflow at increased magnification.
• Onsite support: Yes
• Support levels: Invoka offers a standard level account management support for all customers, which includes email and phone support during UK working hours, with a 24hr response time. Additional levels of support, online ticketing, and reduced email and phone response times are all available at request and tailored to customer-specific requirements.
• Support available to third parties: Yes
• AI chatbot: No

Onboarding and offboarding

• Getting started: Monday.com provides a range of resources to help users get started quickly and effectively.; ; This includes:; • Online user documentation and help centre articles covering setup, workflows, and best practice; • In-platform guidance and templates to support initial configuration and common use cases; • Training materials and webinars available through monday.com’s learning resources; • Customer support services provided directly by monday.com as part of the subscription; ; Invoka Consulting supports buyers with licence provisioning and access queries, ensuring organisations can onboard users smoothly onto the platform.
• Service documentation: Yes
• Documentation formats: PDF
• End-of-contract data extraction: When a contract ends, users can extract their data directly from monday.com using the platform’s built-in export and data access tools.; ; This includes:; • Exporting boards and data into common formats such as Excel or CSV; • Downloading attached files and documents stored within boards; • Using the monday.com API to extract structured data programmatically where required; • Accessing account data prior to subscription expiry to support migration or archiving; ; These options enable buyers to retain and reuse their information outside the platform in line with organisational data retention and exit requirements.
• End-of-contract process: At the end of the contract term, the monday.com subscription will expire unless renewed or extended by the buyer.; ; During the contract period, buyers have access to the monday.com platform and the licensed features included within their selected subscription tier. This includes:; • Use of the cloud-hosted monday.com service; • Access to product updates and platform availability; • Standard support services provided by monday.com as part of the subscription; ; Before the contract ends, users can export or extract their data using monday.com’s built-in export tools and APIs.; ; Additional costs may apply if buyers choose to:; • Renew or upgrade their subscription tier; • Increase user numbers or add premium functionality; • Procure additional professional services such as implementation, configuration, training, or managed support (offered separately if required); ; The core contract price covers licensing only, with optional add-ons available through separate agreement.
• Documentation accessibility standard: WCAG 2.2 AA

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: Yes
• Compatible operating systems:
  • Android
  • IOS
  • MacOS
  • Windows
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Desktop and web applications provide the full feature set, including advanced dashboard configuration, complex workflow design, automation setup, integrations, and administration functions.; ; Mobile applications are optimised for on-the-go use, focusing on key day-to-day activities such as viewing updates, responding to notifications, editing items, and basic collaboration. Some advanced configuration and administrative features are limited or easier to manage via the desktop experience.
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: Yes. monday.com provides a web-based service interface that users access through a standard internet browser. The platform also offers dedicated desktop applications (Windows and macOS) and mobile apps (iOS and Android), allowing users to interact with boards, tasks, dashboards, and workflows through a consistent graphical user interface.
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: Monday.com is a cloud-based SaaS platform with a standard web and app-based interface. Invoka Consulting provides licensing for the platform and does not develop or modify the core user interface.; ; As such, Invoka has not conducted independent usability testing of the monday.com interface specifically with assistive technology users. Accessibility testing and interface compliance activities are managed by monday.com as the software provider.; ; The platform includes accessibility features designed to support use with common assistive technologies such as screen readers, keyboard navigation, and operating system accessibility settings.; ; Where required, Invoka supports buyers by providing guidance on accessibility considerations and alternative support channels, and we encourage organisations to raise any accessibility requirements or issues through monday.com’s published support processes.
• API: Yes
• What users can and can't do using the API: Monday.com provides a public API (GraphQL-based) that allows users to interact programmatically with the platform.; ; What users can do through the API; ; Users can use the monday.com API to:; ; Set up and configure workspaces by creating boards, groups, columns, and items; Automate workflows by integrating monday.com with other systems and services; Make changes to existing data, such as updating items, statuses, assignments, and timelines; Retrieve operational information, including board data, user details, and activity related to work management; Integrate with external platforms such as CRM, ITSM, reporting, or data tools via custom applications; ; API access is enabled through an API token generated within the user’s monday.com account.; ; Limitations; ; The API is subject to certain constraints, including:; Role-based permissions — users can only access and modify data they are authorised to use within the platform; Rate limits imposed by monday.com to ensure platform stability; Some administrative and advanced enterprise settings may require configuration through the web interface rather than the API; ; Overall, the API provides flexible support for integration, automation, and management of monday.com resources, while maintaining appropriate governance controls.
• API documentation: Yes
• API documentation formats: HTML
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Monday.com is a highly configurable work management platform that buyers can customise to meet their organisational workflows and delivery needs.; ; Buyers can customise:; Boards and project structures (workflows, task layouts, templates); Columns and data fields (status, dates, numbers, people, files, etc.); Views and dashboards (timelines, calendars, kanban, workload, reporting); Automations and notifications to support consistent processes; User permissions and access controls, particularly in Enterprise plans; Integrations with third-party tools such as Microsoft Teams, Outlook, Slack, Jira, and Salesforce

Scaling

• Independence of resources: Monday.com is delivered as a multi-tenant cloud-based SaaS platform designed to operate at scale. The service is hosted on resilient infrastructure with capacity management, performance monitoring, and load balancing to ensure that usage by one customer does not adversely impact other customers.; ; The platform includes controls to maintain service availability and consistent performance across users, supported by monday.com’s operational resilience and scalability practices.

Analytics

• Service usage metrics: Yes
• Metrics types: Monday.com provides usage metrics through administrative dashboards and account management tools. Administrators can view information such as user activity, board usage, automations, storage consumption, and subscription limits. Service usage information supports governance and operational oversight and can be exported where required.
• Reporting types:
  • API access
  • Real-time dashboards
• Resource tagging: No
• FOCUS resource tagging: No

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Monday.com

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Baseline Personnel Security Standard (BPSS)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: Yes
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest:
  • Physical access control, complying with another standard
  • Encryption of all physical media
• Data sanitisation process: Yes
• Equipment disposal approach: A third-party destruction service
• Data sanitisation type:
  • Deleted data can’t be directly accessed / Cryptographic Erasure
  • Data Erasure

Data importing and exporting

• Data export approach: Users can export their data from monday.com using the platform’s built-in export functionality and APIs.; ; This includes:; • Exporting boards and reports into common formats such as Excel (XLSX) or CSV; • Downloading files and attachments stored within the platform; • Using the monday.com API to extract data programmatically for integration or migration purposes; ; These options allow buyers to retrieve and retain their information in standard, reusable formats at any time.
• Data export formats:
  • CSV
  • Other
• Other data export formats:
  • Excel
  • PDF
• Data import formats:
  • CSV
  • Other
• Other data import formats: Excel

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Monday.com is delivered as a cloud-based SaaS platform with availability targets and service commitments provided by the software vendor.; ; Availability and uptime commitments are defined within monday.com’s subscription terms and service level documentation. Where service levels are not met, remedies and service credits (where applicable) are handled in accordance with monday.com’s published SLA and contractual provisions.; ; Invoka Consulting provides licensing supply and subscription management, while the underlying platform availability and associated refunds or credits are governed directly by monday.com as the service operator.
• Approach to resilience: Monday.com is designed as a resilient, cloud-hosted SaaS platform operating on hyperscale infrastructure with high availability and fault tolerance.; ; The service is hosted across multiple datacentre locations with redundancy, load balancing, and continuous monitoring to reduce the risk of single points of failure. Data is protected through replication, backup processes, and resilient storage systems to support service continuity.; ; monday.com’s infrastructure provider ensures physical and environmental resilience of datacentres, including power, network, and security controls aligned with recognised standards.; ; Further technical resilience and datacentre architecture details can be provided on request.
• Outage reporting: Monday.com reports service outages and operational status through a combination of public and direct communication channels.; ; This includes:; • A public service status dashboard providing real-time information on platform availability and incidents; • Email notifications and alerts to customers where appropriate during major service disruptions; • Updates through monday.com support channels and incident communications; ; monday.com does not typically provide outage reporting via an API, but status information is publicly accessible through its dashboard.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Monday.com restricts access to management interfaces and support channels through role-based access control and authenticated administrative permissions.; ; Administrative functions such as user management, security settings, integrations, and billing controls are limited to authorised administrators within the customer account. Enterprise plans provide enhanced governance features, including granular permission controls and single sign-on integration.; ; Support access is controlled through authenticated customer support channels, ensuring that only approved users can raise requests or receive account-specific assistance.; ; These controls help ensure that management and support activities are limited to authorised personnel and protected against unauthorised access.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: You control when users can access audit information
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users contact the support team to get audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: Other
• Other security governance standards: Cyber Essentials
• Information security policies and processes: Invoka Consulting's Data Protection Officer (DPO) and Chief Information Security Officer (CISO) are responsible for the organisation's security processes and policies.; ; Information Security policies are communicated to all employees, as well as mandatory information security training, to ensure compliance with policies. Policies are reviewed regularly to comply with the latest guidance.; ; Information security tools and systems have been implemented to ensure the highest level of security and protection for Invoka and client data.; ; Invoka is Cyber Essentials certified.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: Monday.com operates formal configuration and change management processes to ensure the platform remains secure, reliable, and consistently managed throughout its lifecycle.; ; All service components, including infrastructure, application releases, and configuration items, are tracked through controlled environments using version control, deployment pipelines, and operational monitoring.; ; Changes to the platform are subject to documented review and approval processes, including assessment of potential security impacts. Security considerations such as access control, vulnerability management, testing, and compliance checks are incorporated into the change lifecycle before deployment.; ; monday.com’s change management approach supports continuous improvement while maintaining service stability, resilience, and protection of customer data.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: Monday.com maintains an active vulnerability management process to identify, assess, and remediate security risks across the service.; ; Threats are assessed through continuous monitoring, automated vulnerability scanning, regular penetration testing, and review of platform components. Findings are prioritised based on severity and potential customer impact.; ; Security patches and updates are deployed within defined remediation timelines, with critical vulnerabilities addressed as a priority. Patching is supported through controlled release processes to ensure service stability.; ; monday.com sources threat intelligence from security research communities, vulnerability disclosure programmes, cloud provider alerts, and recognised advisory sources such as CVE databases.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: Monday.com operates protective monitoring processes to detect and respond to potential security incidents across the service.; ; Potential compromises are identified through continuous security monitoring, centralised logging, automated alerting, and detection controls across platform infrastructure and application activity.; ; When suspicious activity is detected, monday.com follows defined incident response procedures, including investigation, containment, remediation, and customer communication where required.; ; Incidents are prioritised based on severity, with critical security events responded to promptly through established escalation and security operations processes.
• Incident management type: Supplier-defined controls
• Incident management approach: Monday.com operates defined incident management processes to ensure security and service events are handled effectively.; ; The service maintains pre-defined response procedures for common incidents such as service disruption, suspicious activity, and security vulnerabilities, supported by escalation and investigation workflows.; ; Users can report incidents through monday.com’s support channels and customer helpdesk. Service status and major incidents are communicated through the public status dashboard and direct customer notifications where appropriate.; ; Post-incident reports and updates are provided to customers as required, in line with the severity of the event and contractual support terms.
• Post-quantum cryptography secure: No

Secure development

• Approach to secure software development best practice: Supplier-defined process

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: Monday.com provides a free version and trial access for evaluation. The free version includes core work management features such as boards, task tracking, and basic collaboration. Advanced capabilities including higher limits, enterprise security, premium automations, integrations, and governance controls are only available on paid plans.

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 5%
• Between £500,001 and £1,000,000: 10%
• Between £1,000,001 and £2,500,000: 15%
• Between £2,500,001 and £5,000,000: 20%
• Over £5,000,001: 35%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2022 certification: No
• ISO 9001 certification: No
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: E82c0e92-11d8-4d03-8717-b389475c5a00
• Cyber essentials plus: No
• Cyber Essentials Alternative: In relation to the services you do not have a current and valid Cyber Essentials Plus certificate which has been awarded by one of the government approved Cyber Essentials accreditation bodies but you are working towards gaining it, and will be in a position to confirm that you have been awarded a current and valid Cyber Essentials Plus certificate by one of the government approved accreditation bodies within 12 months of the date of award.
• Other security certifications: No

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

    • Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
    • Measures to involve local stakeholders and/or users in design (e.g. in the design of services, systems, products or buildings)

  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Delivery of additional environmental benefits through the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Activities to reconnect people with the environment and increase awareness of ways to protect and enhance it

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

    • Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
    • Understanding of issues relating to entering the contract workforce

  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
    • Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion
    • Actions to invest in the physical and mental health and wellbeing of the contract workforce

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at ben.flatman@invokaconsulting.com. Tell them what format you need. It will help if you say what assistive technology you use.