Internal Workflow Automation
Service:
Custom Business Tools
Client:
Construction Services
Duration:
7 weeks
Date:
The Challenge
Project Updates Relied on Emails and Spreadsheets
The client managed dozens of active projects using disconnected spreadsheets, email chains, and manual follow-ups. Tracking project status and outstanding tasks became increasingly difficult as the business grew.
Our Approach
Designing Workflows Around Day-to-Day Operations
1. Process Mapping
Documented existing project management workflows.
Identified repetitive administrative tasks.
2. Workflow Automation
Built centralized project tracking.
Automated notifications, task updates, and project status changes.
3. Operational Reporting
Created dashboards for project progress, workload, and overdue tasks.
Standardized reporting across operations.
The Results
Better Visibility Across Every Active Project
Centralized tracking for 24 active projects
Automated 3 recurring operational workflows
Reduced manual follow-up by approximately 40%
Improved project visibility across the operations team
Testimonial
By replacing manual coordination with structured workflows, Emerida helped the client improve project visibility while reducing repetitive administrative work. The new system provided leadership with better operational oversight and a more scalable way to manage growing project volumes.
Regional Construction Company
Project Management Office
