SOPs/Process Workflow

PROJECT 1: SOP/PROCESS WORKFLOWS

A small consulting agency was struggling with disorganised project requests arriving through scattered emails. Managers were losing track of inquiries, causing delays, missed opportunities, and inconsistent client communication.

The goal of this project was to design a structured intake system inside Monday OR Draw.io that captures project requests through a centralised form and routes each submission through a clear approval workflow. The system ensures every request is reviewed consistently, evaluated against business rules, and either approved into a live project or declined professionally

What the Project Involved

The project focused on building a fully structured intake and decision workflow, including:

• Creating a centralised Project Request Form
  
  

• Designing an intake board to capture and organise submissions
  
  

• Mapping a multi-stage approval workflow with decision checkpoints
  
  

• Automating client confirmations and internal notifications
  
  

• Implementing conditional review stages for budget and timeline validation
  
  

• Creating automatic project creation upon approval
  
  

• Designing a reusable workflow framework for future scalability
  
  

Tools Used

• Monday.com — workflow design, boards, forms, automations, and project tracking

• Monday Forms — centralised intake collection

• Monday Automations — notifications and workflow routing

• Status & Decision Columns — approval logic and workflow branching

• Draw.io