Professional Services
Operations automation platform for a growing service company
Replaced fragmented spreadsheets and manual handoffs with a unified platform that automates daily operations.
Client:Mid-sized service companyYear:2025Timeline:16 weeks to first production release
Unified operations dashboard with live task status
60%
Less manual coordination
2x
Faster task turnaround
1
Single source of truth
The challenge
A growing service company was running core operations across spreadsheets, email, and disconnected tools. Manual handoffs caused delays, errors, and no clear visibility into work in progress as volume increased.
Our approach
- Mapped end-to-end workflows with operations leads to find the highest-friction handoffs.
- Designed a single data model so every team works from one source of truth.
- Rolled out in phases, starting with task routing, then approvals, then analytics.
The solution
We mapped their end-to-end workflows and built a custom operations platform with automated task routing, approvals, and real-time dashboards. Integrations connected their existing CRM and accounting tools into a single source of truth.
Key features delivered
- Automated task routing and approvals
- Real-time operations dashboard
- Role-based access for teams
- CRM and accounting integrations
- Audit trails and reporting
Product screenshots
A closer look at what we built
A selection of screens from the delivered product. Click any image to view it larger.
“For the first time we have a single, trustworthy view of operations. The team spends time on the work, not on chasing updates.”
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