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Studio Woodwork

Operations, cash flow, and standards work for a distributed millwork team of 20+ people across seven countries.

Industry
Architecture and construction
Role
Operations and business systems
Timeline
Ongoing
Stack
ChatGPT, Microsoft 365, MS Power Automate, Day Off, QuickBooks

The challenge

  • Invoices went out late and follow-up was inconsistent, so completed work sat unpaid.
  • New architecture engineers learned submittal and payment systems by asking whoever was available.
  • A distributed network of employees and vendors had no consistent endpoint security.
  • Company standards and time-off records lived in people's heads, not in the ERP.

The approach

  • Tightened the invoicing cycle so billing follows completion instead of trailing it.
  • Set a regular client communication rhythm around outstanding payments.
  • Onboarded and trained new architecture engineers on the submittal and payment systems.
  • Took ownership of antivirus distribution across the employee and vendor network.
  • Wrote the company handbook and standards so expectations are documented, not implied.
  • Organized time off documentation for architecture engineering resources so the ERP reflects real capacity.

The outcome

  • The company operates more profitably: invoices go out faster and get paid sooner, contributing to a 20% increase in profitability year over year.
  • New engineers reach productive work without leadership as the training bottleneck.
  • Endpoint security is managed centrally across employees and vendors.
  • Handbook, standards, and time-off records exist as a written system the team can use.

Have a comparable problem?

Describe the current process and where it breaks. First reply within one business day.

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