Operations / services business
Connecting disjointed tools to remove admin work
The tools worked fine. The handoffs didn't.
The situation
They had separate tools for sales, scheduling, invoicing, and support.
What we discovered
The handoffs were the bottleneck, not the tools themselves.
What we did
Mapped workflow, simplified steps, built integrations + automation for handoffs, created a single operational view.
The result
Less manual admin, faster customer response, fewer dropped tasks.
Why it mattered
We didn't replace their tools. We made them talk to each other.
Principles applied
No unnecessary toolsStay involvedSimplify first