01
Operations team · Operations
A portal instead of the spreadsheet.
A company was running customers and jobs in a shared sheet. The team needed a tool they actually own.
- Before
- Customers and jobs lived in a shared spreadsheet.
- After
- The sheet is an export, not the system. The company owns the app — no rented template.
- Time saved
- 10+ hrs/wk
- Cost reduced
- No seat tax
Off the shared spreadsheet
They own the portal, not another SaaS bill
- Discovery of the real workflow, not the org chart
- Customer and job portal
- Roles, status and a simple dashboard
- Handover docs and a 30-day support window















