A 58-person consulting firm replaced emailed receipts and reimbursement spreadsheets with a mobile claim form, controlled approval workflow, centralized receipt storage, QuickBooks synchronization, automated reminders, and an auditable payment-status process.
A food distributor replaced spreadsheet-based invoice follow-up with an Airtable exception queue connected to Xero, Zapier, and Google Drive. The design assigns each issue, tracks evidence and deadlines, escalates overdue work, and gives finance a measurable resolution process without automating payment approval.
A fictional 100-person manufacturer replaced an email-and-spreadsheet process with controlled invoice intake in Microsoft Forms, a SharePoint register and document library, Power Automate routing, and Teams approvals. The design adds duplicate checks, amount-based approvals, reminders, exception queues, payment-ready status, and audit history.
A fictional industrial equipment supplier replaced spreadsheet exports and irregular email follow-up with a governed nurture workflow connecting HubSpot, Mailchimp, Zapier, and Google Sheets. The system preserves consent, assigns segments, synchronizes campaign activity, flags high-intent leads for human sales review, handles unsubscribes, and produces operational reporting.
A fictional home-goods manufacturer replaced manual Gmail labels, spreadsheets, and email follow-ups with an Airtable work queue connected to Gmail, Google Drive, and Make. The system assigns owners, tracks response deadlines, controls outbound replies, manages attachments, and escalates aging work.
A six-person marketing team replaced chat-based coordination and manually maintained spreadsheets with a structured content workflow. Google Forms, Google Sheets, Apps Script, Google Drive, Gmail, and Looker Studio standardized briefs, assigned owners, enforced review gates, tracked deadlines, and created an operational publishing calendar.
A fictional consultancy replaced disconnected forms, spreadsheets, and CRM updates with a controlled referral workflow connecting Google Forms, Salesforce, Make, Google Sheets, and Slack. The system records partner attribution, synchronizes deal activity, calculates proposed fees, and creates exception tasks without automating final commercial decisions.
The Business Situation Harborline Managed Services is a fictional 85-person provider of recurring technology support and managed infrastructure services. It ...
The Business Situation This representative scenario involves a 72-person industrial equipment commissioning and maintenance provider. The business signs approximately 18 ...
The Business Situation Cedar Vale Business Systems is a fictional 42-person provider of managed IT and workplace technology services. Its ...
Intelligex helps organizations achieve measurable digital transformation without disrupting how their teams work. We design and build secure, outcome-driven systems, often behind the scenes, that improve speed, scalability, and cost by at least 5× within weeks, not years.
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