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 fictional nonprofit replaced disconnected grant spreadsheets, email approvals, and calendar reminders with an Airtable-based workflow connected to Google Drive, Make, and Gmail. The implementation organizes opportunities, deadlines, documents, approvals, submissions, awards, and reporting obligations in one traceable process.
A fictional equipment manufacturer replaced email-based supplier claims with controlled Google Forms, Sheets, Drive, and Apps Script workflows. The implementation creates claim records and evidence folders, routes approvals, sends supplier notices and reminders, tracks resolutions, and maintains an auditable history.
A representative outdoor-products business replaced email-based warranty administration with structured intake, evidence folders, purchase validation, review queues, approvals, fulfillment tracking, and cost reporting. Google Forms, Google Drive, Airtable, and Make provide the workflow while employees retain responsibility for eligibility and repair or replacement decisions.
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.
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 manufacturer replaced paper inspections and disconnected photo folders with a mobile workflow connecting Google Forms, AppSheet, Google Sheets, and Apps Script. The system validates measurements, records evidence, creates defects, assigns corrective actions, and maintains an operational audit trail.
A representative online retailer replaced email and spreadsheet tracking with a controlled privacy request workflow. Google Forms captures requests, Airtable tracks cases and system searches, n8n manages deadlines and approvals, and Gmail delivers reviewed communications with auditable evidence.
A fictional components manufacturer replaced spreadsheet-based audit preparation with a controlled evidence tracker. Microsoft Forms captures requests, SharePoint manages records and files, Power Automate routes reviews and deadlines, and Outlook keeps owners informed while preserving a searchable approval history.
Alderwick Process Equipment replaced email-led contract coordination with a controlled workflow connecting Microsoft Forms, SharePoint, Power Automate, and DocuSign. The representative implementation captures complete requests, assigns reviewers, preserves document versions, records approvals, manages signature preparation, and archives executed agreements with searchable metadata.
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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