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.
A three-person finance team replaced personal checklists and email follow-ups with a controlled close-management workflow connecting QuickBooks Online, Google Sheets, Google Drive, n8n, and Gmail. The system creates recurring tasks, tracks evidence and dependencies, routes reviews, and highlights overdue or failed work.
A service business replaced a manually assembled cash report with a connected 13-week forecast. QuickBooks Online data, controlled Google Sheets inputs, Apps Script automation, and Looker Studio reporting created a repeatable weekly process with scenarios, shortfall alerts, and actual-versus-forecast analysis.
A fictional B2B distributor replaced ad hoc aging-report review and inconsistent emails with a controlled Microsoft 365 workflow. Finance uploads a structured report, SharePoint tracks each case, Power Automate routes approval and follow-up, and Teams provides clear exception and escalation queues.
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.
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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