Transforming a Disorganized Workflow into a Fully Optimized Business System
Client Background
Manly Furniture Studios approached us at a time when their operations lacked structure. Order management, lead tracking, and payment reconciliation were all handled manually, resulting in delays, confusion, and lost revenue opportunities.
Challenges
- No defined SOPs or workflow structure
- Lack of customer follow-up system
- Manual reconciliation of payments to invoices
- No proper lead tracking or reporting
- Delayed and inaccurate financial insights
Our Solution
We rebuilt Manly’s internal systems from the ground up, focusing on automation, bookkeeping accuracy, and operational clarity.
Key Implementations
- Comprehensive SOP development to standardize every operational process.
- Automated WhatsApp reminders sent two days prior to delivery and again on the delivery date, improving customer communication.
- Unique payment link system for each invoice — ensuring automatic reconciliation of customer payments and eliminating hours of manual matching.
- Custom forms & dashboards for capturing customer visits, lead details, and conversion metrics.
- Daily bookkeeping to maintain real-time financial accuracy.
- Monthly financial & MIS reporting to help the client clearly understand performance and take strategic decisions.
Impact
- Manual work hours reduced drastically.
- Clear visibility into leads, conversions, and customer engagement.
- Improved operational efficiency through structured SOPs.
- Accurate, timely financial insights led to higher sales, better profitability, and more confident decision-making.
- A fully optimized system replacing previously chaotic operations.
