On this page
- The problem: a platform built for the technical few
- What the team really needed
- Getting everything moved
- What a portfolio view gave Farm Bureau Financial Services
- Why a partner made more sense
- Takeaways for teams considering a switch
- Choose a tool your stakeholders can read.
- Don’t let migration fear stall you.
- Measure ROI in hours.
- Frequently asked questions
- Ready to make the switch?
During Elevate 2026 we had the chance to have a talk with Hunter Downey, Reporting Analytics Business Support Consultant at Farm Bureau Financial Services, and he shared with us how his team made the switch to monday.com with Workiflow’s implementation.
Farm Bureau Financial Services replaced ServiceNow and a Microsoft Kanban setup with monday.com, working with Workiflow, a monday.com Platinum Partner. We handled the data migration, built the boards and workflows, and had a working board ready within a week.
The problem: a platform built for the technical few
Farm Bureau Financial Services managed IT demand in ServiceNow. It worked for the people who understood how it operates, but a good system needs to also work for leadership and stakeholders.
Hunter explained that the platform was tough on anyone without a technical or coding background. Leadership, stakeholders, and business-side consultants like him found it confusing and unwelcoming.
Meanwhile, part of the team’s work also sat in a Microsoft Kanban board, so information was split across tools.
Their team needed a view for leadership to set priorities and timelines, which means clear visibility into their team's work. Updates traveled by email, and someone had to assemble reports by hand every month.
What the team really needed
Farm Bureau Financial Services’ goal was straightforward. They needed everything in one place, stronger reporting, a workspace where the technical team could manage projects, and a view that stakeholders or leadership could understand at a glance.
monday.com fit. Hunter pointed to how approachable and adaptable it is. Teams can shape it around how they work. That solved the biggest issue with ServiceNow: needing a technical mind behind the system.
Getting everything moved
Switching platforms is always stressful. New software always feels like a big task, and moving existing data is the part people worry about most.
That’s where we stepped in. The team was new to monday.com, so we served as the link between the platform and the people who’d use it every day. Their Workiflow consultant brought over everything from ServiceNow and Microsoft Kanban, so nothing got left behind and nobody had to start over.
The team didn’t have to sit through a build. They walked us through what their group does and what they needed. A week later, they had a working board, along with a full explanation of how it all fit together.
What a portfolio view gave Farm Bureau Financial Services
The biggest addition was a portfolio view built for stakeholders. Before, keeping leadership informed meant email threads and a manual report every month. Now the information is organized in monday.com and exports in a clean monthly view. That change freed several days of monotonous work from Hunter’s month.
Days that used to go to report-building now go to the work leadership asks for.
Why a partner made more sense
The team could have taught themselves monday.com and built every board and workflow in-house. Hunter’s view was that the time investment didn’t justify it. Recreating their existing process on new boards would have eaten up real hours, so handing it off to experts was an easy call.
Workiflow helps you build what solves real pain points in your team. For Farm Bureau Financial Services, that meant moving from old systems to a setup shaped around how they work, without the usual friction.
Takeaways for teams considering a switch
Choose a tool your stakeholders can read.
If only the technical team can navigate your project platform, reporting will stay a manual workaround.
Don’t let migration fear stall you.
Moving data is the step most teams dread. It’s also the one an implementation partner can take off your plate.
Measure ROI in hours.
Cutting days from monthly reporting adds up fast and frees your team for higher-value work.
Frequently asked questions
Why did Farm Bureau Financial Services switch from ServiceNow to monday.com?
ServiceNow was hard for non-technical users and didn’t give stakeholders a clear view. The team wanted stronger reporting, a single home for project work, and something leadership could follow easily. monday.com delivered all three.
How long did the implementation take?
After an initial consultation with Workiflow about the team’s workflows and goals, a working board was ready about a week later.
What did Workiflow build for Farm Bureau Financial Services?
We migrated their data from ServiceNow and Microsoft Kanban, built their boards and workflows, and created a portfolio view for stakeholder reporting.
How much time did the team save on reporting?
According to Hunter Downey, the exportable monthly view removed multiple days of work from his month.
Do you need a monday.com implementation partner?
Not always. A partner can save significant time. Farm Bureau Financial Services opted for one because building all their boards and workflows internally would have taken far longer.
Ready to make the switch?
Whether you’re coming from ServiceNow, Microsoft Kanban, or a stack of spreadsheets, the next question is where you want to start.
Tell us how your team works. We’ll show you what it looks like in monday.com.
Workiflow is a monday.com Platinum Partner and CRM Specialist, and has worked with 750+ clients across industries.
