Case Studies

Real transformation initiatives — measurable impact across automation, ERP/CRM, reporting, and digital operations.

Team Operations

Flightpath Team Work Tracker

Google Sheets · Apps Script

Daily updates, task sync, remark audits, and 6 PM manager digests in one workspace.

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People Ops

Team Performance Scorecard Automation

100-point model · HR-ready

Transparent grades from tasks, dailies, hours, and lead ratings — regenerated on refresh.

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Finance / AP

Invoice Exception Automation

Enterprise · Accounts payable

Named AP exception categories, owned queues, and SLAs for leaner invoice cycles and less chasing.

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Sales Ops

Sales Ops Pipeline Hygiene

Enterprise · CRM pipeline

Stage validation, duplicate rules, and a weekly hygiene queue for trustworthy forecasting.

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CRM

CRM Data Hygiene Automation

Enterprise · Salesforce quality

Validation rules, duplicate checks, and exception queues that made pipeline reporting trustworthy again.

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Partnership Ops

Partnership Intake Automation

Enterprise · Brand & creator collaborations

Structured requests, validation, and exception queues so partnership briefs start clean and stay visible.

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Reporting

Campaign Reporting Automation

Enterprise · Weekly packs & exceptions

Automated weekly campaign packs from structured deliverable data — with exception flags leadership can act on.

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Current · ROI

Process Automation Resource Savings (₹3 Cr+)

Enterprise · Live process automation

Introduced automation into current company processes and conserved more than ₹3 crore in resources — capacity, rework, and operational leakage.

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Program

Multi-Process Automation Rollout

Enterprise · Sequenced delivery

Prioritized backlog, reused intake/exception patterns, and staggered cutovers so savings compound without colliding systems.

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Finance Ops

Month-End Close Acceleration

Enterprise finance · Close & MIS

Structured reconciliations, exception ownership, and a leadership pack that made close faster and more controlled.

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Procure-to-Pay

Vendor Onboarding Automation

Enterprise · Master data & exceptions

Structured intake, validation rules, and exception queues that cut setup time without hiding bad data.

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Cloud Admin

Google Workspace Governance

Enterprise · Groups & sharing hygiene

Structured users, department groups, and sharing defaults that cut access chaos without slowing collaboration.

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Workflow

Approval Workflow Digitization

Enterprise ops · Visible status

Replaced email approval chases with named owners, stages, and a tracker leadership can trust.

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Workflow Automation

Corporate Gifting & Rewards Automation

Enterprise · Leaner process cycles

Improved and improvised corporate gifting workflows — more efficient process, reduced cycle time, banking and e-commerce integration.

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ERP / CRM

ERP–CRM Platform Alignment

Multi-year initiative · Data accuracy

Aligned Salesforce CRM with core ERP workflows, enforced data quality standards, and built automated dashboards for leadership visibility.

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Reporting

MIS Dashboards & KPI Trackers

Enterprise · 15% accuracy gain

Engineered structured MIS reporting frameworks with automated Excel and Google Sheets dashboards that leadership actually uses.

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Engineering

Flipkart Automation Suite

Full-stack platform · Docker + Next.js

Enterprise automation platform with order processing, payments, coupons, wallet management, and real-time operational dashboards.

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