Spreadsheet chaos to a single operations workspace

A regional manufacturer replaced multi-tab spreadsheet handoffs with one operations workspace for orders, exceptions, and status updates.

The business problem

Order exceptions lived in three spreadsheets updated by different shifts. Nobody trusted the “master” tab, and customer service called the warehouse daily for status.

The old workflow

Sales entered orders in a CRM. Ops copied rows into Sheets for scheduling, exceptions, and shipping notes. Night shift emailed photos of handwritten changes back to the day team.

[CRM order] --> [Sheets: schedule / exceptions / shipping]
      |                       |
      v                       v
 [Manual copy] --> [Night-shift photo emails]
      |
      v
 [CS calls warehouse for the "real" status]

What we built

A custom operations workspace with role-based views, exception queues, and CRM sync. Status changes wrote back to one system of record with an audit trail.

Measurable outcome

End-to-end processing time dropped 74%. Customer service stopped maintaining a shadow spreadsheet, and leadership got a live queue depth view.

Workflow triage

Diagnose one workflow. Get a bounded recommendation.

Answer a few targeted questions about one bottleneck and we’ll tell you whether a small first milestone is justified—usually around $2k–$20k depending on scope.

Scope-Lock Satisfaction Guarantee

Scope-Lock Satisfaction Guarantee: if the milestone does not match what we scoped, we keep working free until it does—or refund it if we miss after you hold up your end.