Explore Intelligex case studies to see how organizations streamline operations, connect fragmented systems, and apply AI.

These case studies are designed to show what is possible.

  • 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.

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  • A custom equipment fabricator was re-entering customer, pricing, contract, delivery, invoice, and payment information across disconnected systems. The implemented workflow connects HubSpot, PandaDoc, Google Sheets, Zapier, and QuickBooks Online while preserving human control over pricing, approvals, delivery confirmation, and invoice release.

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  • A fictional industrial services firm replaced scattered email and direct-message requests with a controlled Microsoft 365 workflow. Microsoft Lists, Teams, Power Automate, SharePoint, and Forms coordinate intake, estimates, approvals, delivery evidence, billing readiness, status history, and exception recovery.

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Find relevant case studies to challenges you face,
functions within your company, or tools in your stack

Recent Case Studies

  • A fictional component manufacturer replaced inconsistent nonconformance follow-up with a controlled workflow connecting Google Forms, Google Sheets, AppSheet, and Apps Script. The system assigns owners, tracks corrective actions, stores evidence, escalates overdue work, and reports recurring quality costs.

  • 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 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.

  • 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 professional services firm replaced policy-update emails and a spreadsheet with SharePoint records, Microsoft Forms acknowledgment, Power Automate workflows, and Outlook notices. The design preserves version history, assigns the correct audience, follows up on overdue responses, and retains reviewable 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.

Capabilities

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Why Intelligex?

Most teams don’t have an “AI problem”. They have a workflow problem: data scattered across tools, approvals trapped in inboxes, and critical work living in spreadsheets. We help you pick the few steps that create the biggest drag, and turn them into reliable, measurable workflows.

We Deliver Fast

Most projects are delivered within 4–6 weeks of signing, without cutting corners.

There’ll Be No Risk

If we don’t improve speed, scalability, or cost by at least 5×, you don’t pay.

We Create No Mess

We don’t force new habits. We integrate into how your team already works, quietly.

We Keep It Simple

No over-complication. You’ll always know what’s happening, what’s next, and why.

Departments & Functions

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