Operations Efficiency: 60% Reduction in Reporting Time

Intro

A regional services company was drowning in manual reporting.
Leads spent hours reconciling field data from emails, spreadsheets, and disconnected tools.

The work wasn’t the problem — the workflow was.

The Problem

Project updates were submitted in different formats and stored in different places.
Leaders often worked from outdated or conflicting information.

Decision-making slowed. Errors increased.

The Gap

The team relied heavily on email and Excel, but none of the tools connected.
There was no standardized intake, and no consistent visibility across projects.

Everyone was doing their best — with the wrong workflow.

The Approach

8Day built a lightweight automation loop using tools the team already had.

We implemented:

• Google Forms for field data capture

• Automated syncing into shared Google Sheets

• AI-generated weekly summaries for leadership

• Notification triggers to keep data current

Clear structure. Real-time visibility.

Tools Used

Google Forms
Standardized project updates

Google Sheets
Centralized live dashboards

Zapier
Update automation and notifications

OpenAI
Weekly leadership summaries

The Result

• 60% less time spent reconciling data

• Reporting accuracy increased by 30%

• Leaders worked from a single source of truth

• Field updates became reliable and predictable

The Lesson

Automation didn’t replace management — it gave managers time to manage.

Want cleaner operations without new software?