A fictional manufacturer replaced verbal updates, paper logs, and scattered messages with structured shift records, operational event tracking, evidence folders, acknowledgments, reminders, and reporting across Microsoft Lists, Teams, Power Automate, and SharePoint.
A fictional industrial distributor replaced manual invoice comparisons with a controlled three-way matching workflow. Microsoft Forms captures invoices and receipts, SharePoint holds the records and evidence, Power Automate applies matching rules, and Microsoft Teams coordinates exceptions and approvals.
A facilities services firm needed to stop vendor agreements from renewing without review. The implemented workflow combines Microsoft Forms, SharePoint, Power Automate, and DocuSign to schedule reviews, assign owners, document decisions, obtain signatures, and archive executed terms.
A fictional packaging distributor replaces scattered supplier emails and spreadsheets with structured document intake, controlled reviews, DocuSign signature requests, secure file storage, and automated expiry reminders. Airtable and Make provide a central record of requirements, submissions, approvals, exceptions, and renewal activity.
A growing facilities services provider replaced email-based vendor onboarding with structured intake, document collection, approval tasks, reminders, and completion evidence across Google Forms, Airtable, Make, and Gmail. The resulting workflow gave Procurement, Finance, Legal, and IT one consistent process while retaining human control over sensitive decisions.
An engineering consultancy consolidated scattered subscription records into an Airtable renewal register. Xero transactions and Google Drive contracts feed the register through Zapier, giving finance, procurement, and IT clear ownership, cancellation deadlines, usage reviews, exception alerts, and an auditable decision process.
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 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 B2B software company replaced disconnected survey exports, support emails, interview notes, and sales spreadsheets with an Airtable feedback repository connected to Google Drive, Make, and Gmail. The resulting workflow preserves original evidence, assigns ownership, coordinates reviews, and links product decisions to the feedback that informed them.
The Business Situation This representative scenario involves a 72-person industrial equipment commissioning and maintenance provider. The business signs approximately 18 ...
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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