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Work in practice

Replacing a 35-step manual process in a property investment business

A property investment business was managing 30–50 properties at a time through a long manual process carried largely by the owner.

Industry
Property investment
Case study version

The situation

The challenge

A 35-step process relied on spreadsheets, memory, manual follow-up and operational logic held by one person.

The response

What we did

Mapped the process, rebuilt the operating system in Airtable with structured views, automations and reminders, improved reporting visibility and supported handover into normal use.

Structured operational workflows, interfaces, automations, reminders and reporting visibility.

The shift

What changed or became possible

  1. 01

    Reduced manual tracking

  2. 02

    Improved operational visibility

  3. 03

    Moved key process knowledge out of one person's head and into a working system

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