
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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