Case Study – From Manual Workflows to Automation
// CASE STUDY: MANUAL WORKFLOWS → AUTOMATION
What Took 3 Staff and 4 Days Now Happens Automatically
Across multiple internal operations teams, repetitive tasks—collecting forms, checking data, sending follow-ups, and compiling weekly reports—buried staff in manual work. Every workflow involved multiple people, manual reminders, and lots of double-checking.The Challenges
- Form submissions via email or printed paper
- Staff manually reviewing and retyping data into Excel
- Weekly reminder emails drafted by hand
- Reports assembled in Word documents with copy/paste
The FireFlight Solution
We automated the core processes using these FireFlight modules:- CRM / Contact Logs : Centralized all form submissions and stakeholder records
- Custom Checklists : Dynamic digital forms with required fields and validation
- Document Compliance : Enforced form validation and approval gates
- Documents History : Timestamped uploads and audit trails for every submission
- Email & SMS Integration : Automatic alerts and reminders based on due dates or status changes
- Notes History : Audit-proof logging of actions, comments, and approvals
- Ad-Hoc Reporting : Real-time dashboards and exportable reports replacing manual assembly
The Outcome
- Manual admin work cut by 70%
- Submission errors virtually eliminated
- Reports generated in real-time instead of every Friday
- Staff now focus on strategy—not just chasing checkboxes
“We didn’t just save time—we got our sanity back.”
— Program Coordinator, Operations Division. Built using FireFlight to streamline form logic, automate notifications, and centralize approvals.
