Case study

Spreadsheet-based operations to SaaS platform

Anonymous — non-technical founder with revenue

01

Context and constraint

Client had revenue with operations running in Google Sheets. Founder manually coordinated tasks. Workflow logic was tribal, status transitions were inconsistent, and nobody could see the truth in real time.

02

Imran’s intervention

Mapped the money path (lead, onboard, deliver, renew). Defined roles (admin/operator, customer, teammate/contractor). Defined state transitions with clear ownership. Built vertical slices: onboarding, task assignment, completion, reporting. Instrumented activation events, throughput, and cycle time.

03

Outcome

Delivered client portal, admin dashboard, task/workflow engine, and reporting replacing the spreadsheet. Founder stopped manually coordinating and delivery became consistent.

Next step

Start with the real constraint.

Bring the actual workflow and the decision that is stuck. You leave with a diagnosis, a direct recommendation, and a sequence you can use.

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