A fictional advisory firm replaced email-led intake with a controlled Salesforce workflow. Make synchronizes opportunity and activity changes to Google Sheets, sends limited Slack notifications, generates engagement documents, and creates exception tasks, giving business development, compliance, and finance a shared process.
A consumer products business replaced inconsistent complaint tracking with a structured workflow connecting Zendesk, Airtable, Make, and Gmail. The implementation standardized severity assessment, ownership, investigation evidence, approvals, deadline escalation, customer communication, and management reporting.
An industrial equipment manufacturer replaces email attachments and manually maintained review logs with structured intake, controlled folders, version records, approval requests, deadline reminders, publication, and retained evidence across Google Forms, Drive, Sheets, and Apps Script.
An 85-person services company replaced informal AI proposals, spreadsheets, and Slack follow-ups with a structured intake and approval workflow. Google Forms, Airtable, Make, and Slack now coordinate scoring, risk reviews, pilot decisions, update reminders, documents, and governance evidence.
A growing field services company replaced quarterly spreadsheet consolidation and manual board-package assembly with controlled Excel submissions, approval workflows, a Power BI reporting model, automated document generation, and secure distribution. The implementation preserved human approval while improving ownership, version control, and auditability.
A fictional industrial equipment manufacturer replaced email and spreadsheet change tracking with a controlled workflow across Google Forms, Notion, Zapier, Slack, and Google Drive. The implementation structures impact review, testing, approvals, rollback evidence, status history, reminders, and closure while keeping final decisions with accountable employees.
An 85-person software company replaced meeting-led launch coordination with a structured readiness system connecting Jira, Google Sheets, n8n, Slack, and Google Drive. The implementation synchronized issues, assigned ownership, monitored dependencies, managed approvals, and created an auditable go or no-go process.
A manufacturer replaced calls, messages, and spreadsheet tracking with a controlled Microsoft 365 workflow. Microsoft Forms captures safety events, Power Automate routes alerts and approvals, Microsoft Lists manages investigations and corrective actions, and SharePoint retains supporting evidence.
A fictional manufacturer replaces email and disconnected spreadsheets with Microsoft Forms, SharePoint, Power Automate, and Outlook. The implementation creates controlled finding records, assigns remediation, collects versioned evidence, records extension and closure approvals, escalates overdue work, and provides consistent executive reporting without removing human review.
An 82-person equipment services business replaced scattered risk notes and email follow-ups with an Airtable register connected to Zapier, DocuSign, and Google Drive. The resulting workflow gives leadership consistent scoring, named owners, signed review evidence, action reminders, and a practical exception queue while preserving human judgment.
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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