Unified Business Operating System for Cross-Functional Teams
Key Metrics
Client Context
A cross-functional team at William Pitt Sotheby's International Realty spanning multiple locations and departments needed to centralize their fragmented workflows. Teams were tracking projects, tasks, and time worked across different tools with inconsistent formats, creating significant collaboration barriers and visibility gaps.
The Problem
- • Information scattered across disconnected tools
- • Difficult collaboration between locations and teams
- • No visibility into project status across departments
- • Manual weekly reporting consuming hours of management time
- • Inconsistent data formats hindering analysis
Scope of Work
Comprehensive engagement to design and implement a centralized Business Operating System in Notion with AI-powered automation.
Deliverables
- • Centralized Notion workspace with integrated databases
- • Custom database architecture with relations and rollups
- • Collaborative project workspaces
- • AI-powered automated weekly reports
- • Executive dashboard with real-time metrics
- • Training and documentation for cross-functional teams
Systems & Automations Delivered
Centralized Dashboard
Single hub providing real-time visibility into all projects, tasks, and time tracking across locations. Executive leadership can see status at a glance without requesting updates.
AI-Powered Reporting
Automated weekly reports generated using AI to summarize project progress, time allocation, and key metrics. What took hours of manual compilation now happens automatically.
Project Workspaces
Standardized project structure enabling teams across locations to collaborate seamlessly with consistent workflows and data formats.
Executive Metrics Dashboard
High-level view aggregating data from all departments for strategic decision-making, with real-time insights into resource allocation and project health.
Before / After
Before
- • Multiple disconnected tools
- • Fragmented visibility across locations
- • Manual weekly reporting
- • Time wasted searching for information
- • Difficult cross-team collaboration
After
- • One unified platform
- • Real-time visibility for all teams
- • AI-automated summaries and reports
- • Instant access to project information
- • Seamless collaboration across locations
Outcomes & Impact
- • Single source of truth for all team operations across locations
- • Real-time visibility on project status and task completion
- • Automated weekly reports with AI-generated summaries
- • Executive dashboard enabling data-driven strategic decisions
- • Improved collaboration and reduced communication overhead
- • Standardized workflows across all departments
Client Testimonial
"Beyker was excellent to work with. He completed a thorough review of our Notion setup and database templates, delivering clear insights and practical recommendations. His communication was professional and responsive throughout the engagement, and he met all project milestones on time. His expertise in Notion and no-code systems was evident in the quality of his work. He approached the assignment with attention to detail and a genuine understanding of our organizational needs. Highly recommended."
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