"We used to lose hours just figuring out who was doing what. Now everything’s visible, organized, and on time."
Mission Brief
Workflow Wizardry
When demand grows, manual systems break. This small business was doing meaningful work — but too much of it was trapped in bottlenecks, missed handoffs, and endless updates. It was time to bring order to the chaos and restore their operational superpowers.
Over a multi-week engagement, I introduced automation, AI, and SOPs to streamline task coordination, save time, and increase visibility across their projects.
Client Challenges
- Delays caused by manual task management
- Lack of visibility into project progress across teams
- High risk of missing reporting and delivery deadlines
- Time wasted on duplicate work and status updates
- No automation or centralized platform for task coordination
- Limited tools for tracking workflows and internal accountability
My Approach
I conducted a complete workflow audit, tracking how tasks moved (or stalled) across departments. Using Asana and Zapier, I created automated task flows and integrated notifications. I layered in AI tools to summarize meetings, generate tags, and assist with grant reporting — all while building out SOPs and user training for long-term adoption.
The moment everything changed: automated systems began syncing tasks and alerts in real time. Staff no longer had to chase updates or worry about status gaps. The chaos faded — and the team finally had space to focus on meaningful work.
Projects on track. Deadlines met. Productivity ignited.
Tools I Used
Mission Impact
“We finally feel like a connected team. Everything’s right where we need it — and secure.” – Ashley
WHAT’S NEXT
With their new system in place, this business is exploring more advanced automation, CRM integration, and AI-based reporting dashboards to further expand efficiency.
Tired of chasing status updates? Let’s build workflows that actually work.