workflow consultant case study

Digital Ad Agency Boosts Workflow Efficiency By Over 90% with Airtable Databases + Automation

With a team of Consultants at their side, the SEO Team at Green Line Automotive automated their client onboarding process, eliminating over 90% of time spent to create and assign tasks during project intake.

Over one quarter, your Workflow Consultant will help you build (or optimize) the software solution and workflows you need to manage your process from one centralized tool, without struggling to connect the threads of your operations alone.


workflow consultant

Improve cross-functional collaboration

Unite work streams in siloed business units to execute proactively instead of reactively.

workflow consultant

Align projects to company-wide goals

Align in-flight project strategies and outcomes with the broader vision from senior leadership.

workflow consultant

Track ROI on
completed projects

Connect project data company-wide to paint the story of shared wins and anticipate future needs.

01

Centralize Project Data Storage

02

Standardize Data Entry Workflows

03

Organize Work Execution Processes

04

Design Operational Views

05

Build dashboards and Reports

06

Automate reminders + alerts

07

Integrate Existing data

08

Compile End-user guides

09

Train Users + Launch

We actively work with Park West Digital to modernize our law firm operations systems. Not only was their team pleasant and professional to interact with, but they are also able to take a disorganized and frustrating processes and make them scalable and efficient.

workflow consultant client

Dionne P.

Law Firm Manager

workflow consultant

Park West Digital is a godsend for small business seeking quality expertise in implementing tech solutions. Mecca is professional, thorough, and extremely talented. Above all, he takes on projects as if they were his own, and his level of care shines through in the final result.

workflow consultant client

Dan Z.

Nonprofit Director

workflow consultant

I highly recommend Park West Digital’s services. I worked with Park West Digital to produce the digitalization of our company. They are professional, reliable and highly skilled, and have gone above and beyond the scope of their responsibilities to ensure we were satisfied. Exceptional work!

workflow consultant client

Allison H.

Fintech CEO

workflow consultant

Frequently Asked Questions

What is Airtable?

Airtable is a business tool that’s a mix of spreadsheets and databases. It lets you create customized databases with different types of information, like text, numbers, and files. You can view your data in organized grids, cards, timelines, calendars, and more.

How Can Airtable Benefit My Business?

Airtable can benefit your business in numerous ways including:

1. Organizing data efficiently.
2. Optimizing workflows and reducing manual tasks.
3. Facilitating collaboration among team members.
4. Managing projects effectively.
5. Customizing databases to fit your specific needs.
6. Analyzing data for insights.

What is the Typical Duration of a Consulting Engagement?

The duration varies based on your project’s complexity and needs. Our engagements can be short-term (a few weeks) or long-term (several months), depending on your objectives. Clients typically work with us for 6 months or more at a time.

What Are the Benefits of Working With a Workflow Consultant?

Working with an Airtable Consultant provides access to specialized workflow optimization expertise, quicker project completion, reduced learning curve, and customized solutions for your business needs.

How Does Pricing Work For Workflow Consulting?

Pricing varies based on the scope and duration of the engagement. We offer competitive rates and can provide a customized quote based on your project’s specifics.

Drop us a line and a member of our Consulting team will reach out to you within minutes!


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