Professional services · 2024 · ~10 weeks (discovery + v1 + handover)
Operations automation pilot
~60 people across delivery and sales, mostly Australia with a few offshore contractors. No dedicated internal IT—ops manager owned tooling decisions.
Tracked workflows instead of status email chains
A mid-sized services firm was running job delivery through shared inboxes and ad-hoc spreadsheets. We mapped the real handoffs, stood up Monday.com as the operational spine, and used Airtable for one structured data slice—with alerts when automations failed.
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