How Microtek CNC Reclaimed 25+ Hours Weekly with a Centralized Workflow System
By auditing their operations, I identified workflow inefficiencies and manual bottlenecks. I built a centralized dashboard to manage finance, leads, employees, and tasks using automation.
The Challenge
The company initially approached me with a request for custom finance software, assuming their core issues revolved around accounting. However, upon a deeper audit of their daily workflow, it became clear that the problem was far broader. Their entire operational model relied heavily on manual tracking jobs were neither digitally logged nor monitored, employee performance couldn’t be evaluated, and task handovers were verbal or paper-based. This created an invisible bottleneck where small inefficiencies accumulated over time, leading to missed deadlines, unclear accountability, and under-utilized employee hours.
Their lead management was another area with hidden leakage. Leads came in from various sources: phone, walk-ins, referrals but with no centralized system to track them, follow-ups were often missed. Worse, customer data was stored physically, making it inaccessible for proactive relationship building or campaign outreach. Without visibility into incoming work, completed work, or team workloads, they were operating blindfolded in key areas of their business.
Audit Findings
Critical Issues Identified
- No centralized view of active tasks, team bandwidth, or order status
- No system to log or evaluate employee performance
- Lead management was fragmented and highly manual
- Work duplication and idle time due to lack of task dependencies
Our Solution
I designed a centralized business operating system tailored to their exact workflow, integrating finance, task management, employee tracking, and lead management into one streamlined dashboard. Leveraging Programming, Database and smart automation flows, I created a system where tasks are digitally assigned, leads auto-tracked, and employee performance is visible in real time. This not only eliminated manual errors and duplicated effort, but also gave them a real-time view of operations saving them 25+ hours per week and enabling true process-level optimization.
Implementation Stack
The Results
Transformation Achieved
Microtek CNC now operates from a unified platform with complete visibility across departments. Employees know exactly what to do, when to do it, and management has live insights into financials and productivity. Manual entry is nearly eliminated, performance tracking is automated, and customer/lead data is fully digitized. They’ve saved over 25 hours per week and described the dashboard as a complete game-changer.Ready to Transform Your Workflows?
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