A facilities services firm needed to stop vendor agreements from renewing without review. The implemented workflow combines Microsoft Forms, SharePoint, Power Automate, and DocuSign to schedule reviews, assign owners, document decisions, obtain signatures, and archive executed terms.
A fictional packaging distributor replaces scattered supplier emails and spreadsheets with structured document intake, controlled reviews, DocuSign signature requests, secure file storage, and automated expiry reminders. Airtable and Make provide a central record of requirements, submissions, approvals, exceptions, and renewal activity.
A growing facilities services provider replaced email-based vendor onboarding with structured intake, document collection, approval tasks, reminders, and completion evidence across Google Forms, Airtable, Make, and Gmail. The resulting workflow gave Procurement, Finance, Legal, and IT one consistent process while retaining human control over sensitive decisions.
A distributed employer replaced email attachments and manually maintained checklists with a controlled Google Workspace workflow. Google Forms collects files, Google Drive applies storage conventions, Google Sheets tracks requirements, and Apps Script sends reminders, escalates overdue tasks, and records processing history.
A fictional 120-person environmental testing business replaced fragmented certification spreadsheets with Microsoft Forms, Microsoft Lists, Power Automate, Microsoft Teams, and SharePoint evidence storage. The design centralizes role requirements, routes evidence approvals, issues expiry reminders and escalations, and gives HR, Quality, and Compliance a traceable completion view.
A 75-person services company replaced email-driven offboarding with a structured Microsoft 365 workflow. Forms, Lists, SharePoint, Power Automate, and Teams coordinate approvals, access tasks, equipment returns, payroll confirmation, evidence, reminders, and overdue escalation.
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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