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 consumer products business replaced inconsistent complaint tracking with a structured workflow connecting Zendesk, Airtable, Make, and Gmail. The implementation standardized severity assessment, ownership, investigation evidence, approvals, deadline escalation, customer communication, and management reporting.
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 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.
A fictional consultancy replaced informal software and data-access requests with a controlled workflow connecting Microsoft Forms, Microsoft Lists, Power Automate, and Microsoft Entra ID. The system validates identities, obtains manager and data-owner approval, creates provisioning tasks, records evidence, and schedules reviews or removal.
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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