The Challenge

As Nexora grew, their internal operations became more complex. They were managing everything from project timelines to client onboarding manually, using a mix of spreadsheets, emails, and disconnected tools. This led to:

• Delayed project delivery times
• Frequent errors in data transfer
• Rising operational overhead

Our Approach

We kicked off with a comprehensive operational audit, including:

• Mapping key processes across departments
• Conducting staff interviews to identify friction points
• Reviewing project timelines and overhead reports

Once we identified the top bottlenecks, we introduced:

• A central task management system (ClickUp)
• Automation tools (Zapier) for repeated workflows
• Standard operating procedures (SOPs) across teams

Technologies Used

• ClickUp for project management
• Notion for documentation
• Zapier for automation
• Loom for async team updates