Forward Deployed Agency

Operations Workflow Automation

Replaced manual cross-team routing with structured automation and visibility.

Operations · 3 weeks

The problem

A non-technical operations team relied on manual triage and ad-hoc routing for recurring requests. Important tasks were delayed by unclear ownership and inconsistent handoff between teams.

What we built

We mapped the real operating flow, identified routing rules, and implemented an automated handoff system with clear ownership points. The workflow introduced consistent request classification, automatic routing, and status visibility for internal stakeholders.

Results

Reduced handoff delays, improved response speed, and lowered manual coordination load across teams.

Built with Routing Automation, Operational Workflows, Notification Systems.

← All work

Email hello@fordea.io and we'll talk it through.