An 85-person manufacturer replaced disconnected maintenance spreadsheets, emails, and evidence files with a preventive maintenance workflow connecting Google Forms, Airtable, Make, Gmail, and Google Drive. The system generates work from calendar and meter thresholds, assigns technicians, records evidence, manages review, and escalates overdue tasks.
A 42-person equipment service business replaced whiteboard dispatching and group-chat updates with an Airtable system connected to Google Calendar, Make, Gmail, and Google Drive. The design gives dispatchers clearer assignments, technicians structured job details, customers consistent status messages, and managers measurable operational data.
A finance team replaced spreadsheet-by-spreadsheet transaction matching with standardized Excel imports, deterministic Power Query matching, controlled fuzzy suggestions, exception review, and Power Automate approvals. The resulting process retained QuickBooks Online while adding clearer ownership, repeatable controls, and durable reconciliation evidence.
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 three-warehouse distributor replaced visual stock checks with a replenishment workflow that records inventory movements, calculates reorder points, creates purchasing alerts, and presents location-level dashboards using Google Sheets, AppSheet, Apps Script, and Looker Studio.
A wholesale distributor replaced disconnected supplier-review spreadsheets and email approvals with a controlled Microsoft 365 workflow. Microsoft Forms captures period data, Microsoft Lists tracks scorecards, Power Automate routes exceptions and approvals, and SharePoint preserves evidence, actions, and meeting outputs.
A fictional industrial distributor replaces disconnected savings spreadsheets with controlled submissions, evidence folders, finance approvals, reminders, and transparent realized-savings calculations built with Google Forms, Sheets, Drive, and Apps Script.
A fictional equipment distributor replaced email-based credit approvals with an Airtable workflow connected to Xero, Zapier, and Google Drive. The implementation centralizes applications, documents, approval evidence, exposure exceptions, expiry dates, review reminders, and operational reporting while leaving every credit decision with authorized employees.
A technical services company replaced manual commission reconciliation with a version-controlled calculator connecting Salesforce, Google Sheets, Make, Slack, and Google Drive. The implementation applies payment-based tiers, split credit, adjustments, approvals, exception handling, and audit records while keeping payout decisions under human control.
A fictional equipment distributor replaced monthly spreadsheet consolidation with a governed model that combines Excel planning data and accounting exports through Power Query. Power BI presents monthly and year-to-date variances, while Power Automate opens review items, routes forecast approvals, and alerts owners when material exceptions require explanation.
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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