Real Results

Case Studies

See how we've helped businesses transform their operations with measurable results.

Property Management Automation

Client

Mid-Sized Property Management Company

Industry

Real Estate

Size

500+ units

Timeline

8 weeks

The Problem

  • 200+ manual tasks per week (tenant requests, maintenance scheduling, invoice processing)
  • Missed maintenance follow-ups causing tenant complaints
  • Data scattered across email, spreadsheets, and property management software
  • No visibility into task status or bottlenecks

The Solution

  • Automated tenant request routing from email to Monday.com
  • Maintenance scheduling workflow with contractor notifications
  • Invoice processing automation with approval workflows
  • Real-time dashboard showing all tasks, SLAs, and bottlenecks

Tools Used

Monday.com
Gmail
Property Management System
Zapier
Custom Dashboard

Results

70% time reduction

on manual task entry and tracking

Zero missed tasks

automated reminders and escalations

95% on-time completion

vs 60% before automation

4 hours/day saved

across operations team

"We went from drowning in emails and spreadsheets to having full visibility and control. Tasks that used to take 2 days now happen overnight."

— Operations Director

Customer Support Optimization

Client

SaaS Company

Industry

Software

Size

25 support agents

Timeline

6 weeks

The Problem

  • Slow first response times (avg 4 hours)
  • Inconsistent answers to common questions
  • Agent burnout from repetitive questions
  • No way to track knowledge gaps or training needs

The Solution

  • Front inbox automation with AI-powered triage and categorization
  • RAG-powered knowledge assistant for agents (trained on SOPs and past tickets)
  • SLA tracking and escalation workflows
  • Analytics dashboard for response times and question patterns

Tools Used

Front
OpenAI RAG
Internal Knowledge Base
Slack
Analytics Dashboard

Results

50% faster responses

first response time down to 2 hours

90% answer consistency

using knowledge assistant

40% reduction

in agent time on repetitive questions

85% satisfaction

up from 70% customer satisfaction

"The knowledge assistant has been a game changer. New agents get up to speed in days instead of weeks, and our experienced agents love having instant access to accurate answers."

— Customer Success Lead

HR Compliance & Payroll Workflow

Client

Healthcare Provider

Industry

Healthcare

Size

200+ employees

Timeline

10 weeks

The Problem

  • Manual payroll change approvals via email (slow and error-prone)
  • No audit trail for compliance requirements
  • Missed approval deadlines causing payroll errors
  • HR team overwhelmed with status requests

The Solution

  • Automated payroll change request workflow in Monday.com
  • Multi-level approval routing based on change type
  • Complete audit trail with timestamps and approver records
  • Automated notifications for pending approvals and deadlines
  • Self-service portal for employees to check request status

Tools Used

Monday.com
Google Forms
Payroll System API
Zapier
Audit Database

Results

95% faster approvals

2 days vs 2 weeks average

100% audit trail

complete compliance documentation

Zero payroll errors

from missed or incorrect approvals

80% less time

HR team spends on status updates

"We finally have confidence in our compliance posture. Every change is tracked, approvals happen fast, and our audit process went from nightmare to non-event."

— HR Operations Manager

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