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How a Residential Leasing Firm Replaced a Manual Job Claiming Process With a Contractor Portal Using Airtable and Softr

Role: Process Designer and Developer (Contract) Client: (Client name changed for privacy.) Industry: Residential Property Leasing Year: 2024 Team Size: 14+ operational staff, 100+ contractors Tools: Airtable, Softr, JotForm, Zapier The operations team at this business realized their shared Excel spreadsheets could no longer work for managing over 100 independent contractors. Their manual processes were […]

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FP&A SaaS Platform Consolidating Three Systems Into One Source of Truth With Airtable and Migrating 100,000+ Records

Client: (Client name changed for privacy.) Role: Operations and Reporting Specialist Industry: Financial Technology (FinTech) Located: Florida, USA / Toronto, Canada Year: 2022 Team Size: 50-100 Tools: Airtable, ClickUp, Google Sheets, Jira Before I came on-board project 100k, the leadership team had decided to clear up their incomplete operational data as they realized it was

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