Sofiyat Adeitan

Welcome! In this portfolio, I showcase how I help clients optimize their workflows with intelligent automation, delivering measurable results The Challenge Project 1 A company needed an efficient way to: ●​ Track client interactions and manage ongoing projects​ ●​ Automate repetitive communication and reporting tasks​ ●​ Give both staff and clients an easy-to-use system for collaboration​ Their existing process was manual, time-consuming, and prone to delays. My Solution I designed a Client Management System in Airtable with: ●​ Structured Tables: Clients, Projects, and Staff tables linked together for easy navigation​ ●​ Automations:​ ○​ Status updates triggered automatically​ ○​ Email notifications for new projects​ ○​ Monthly summary reports sent out without manual work​ ●​ Interfaces: Intuitive dashboards with filters and calendar views for quick insights​ ●​ Client Request Form: A form for clients to submit project requests, auto-populating the relevant records in Airtable​ The Impact ●​ Streamlined project management and communication between staff and clients​ ●​ Time saved on manual updates and repetitive reporting tasks​ ●​ Improved visibility into project status and timelines​ ●​ Better client experience with easier project requests and faster responses 👉 My client was blown away when I showed them how this automation works in real time.​ You can see the exact demo I shared with them here: Watch the Demo Project 2 Client Inventory The Challenge A clothing store was struggling to manage its core operations effectively. Their challenges included: ●​ Tracking inventory levels and restock needs manually​ ●​ Recording sales and calculating profit margins with errors​ ●​ Scattered supplier information, making it hard to manage relationships​ ●​ Disorganized order tracking with little visibility into deliveries and quantities​ My Solution I designed a custom Airtable base with: ●​ Inventory Management: Automated stock tracking, restock alerts, and linked supplier details​ ●​ Sales Tracking: Transaction records, profit margin analysis, and automated calculations​ ●​ Supplier Management: Centralized database of suppliers connected directly to relevant products​ ●​ Order Management: Organized purchase records with delivery dates and quantities​ Key features included forms, rollups, linked records, and automations for seamless operations. The Impact ●​ Faster and more accurate inventory management​ ●​ Clear visibility into sales performance and profit margins​ Centralized supplier database for easier relationship management​ ●​ Organized order tracking with reduced delays​ ●​ Overall, the store’s processes became streamlined, efficient, and scalable Project 3 Streamlining Event Planning with Airtable Automation Statement Problem​ Event planning involves managing multiple tasks, deadlines, budgets, and stakeholders simultaneously. Manual processes often lead to missed details, poor coordination, and wasted time. What My Client Needed ​ An efficient event management system that automated repetitive tasks, improved collaboration, and ensured deadlines and budgets were consistently tracked. How I Provided the Solution ●​ Designed and implemented Airtable automations tailored for event management.​ ●​ Configured workflows to:​ ○​ Task Assignments: Automatically assign responsibilities when new events were added.​ ○​ Email Notifications: Send reminders to clients and team members about approvals, deadlines, and upcoming meetings.​ ○​ Budget Tracking: Auto-update and categorize expenses to keep the budget accurate in real time.​ ○​ Guest List Management: Track RSVPs and trigger confirmation emails seamlessly. ​ Outcome Time Savings: Repetitive tasks like reminders and updates fully automated.​ Improved Accuracy: All event details consistently tracked in real time.​ Better Collaboration: Notifications and assignments kept the entire team aligned.​ Customizable Workflows: Built flexible automations adaptable to different event types. Project 4 Transforming Nonprofit Workflow with Airtable Statement Problem​ The client, a nonprofit organization, struggled with managing tasks, volunteers, and donations effectively. Their existing process lacked proper tracking, reporting, and collaboration tools, leading to inefficiencies and delays. What My Client Needed​ A centralized system that streamlined workflows, automated repetitive tasks, and provided actionable insights for better decision-making and collaboration. How I Provided the Solution ●​ Custom Workspace & Base: Designed a tailored Airtable workspace with linked records across tasks, volunteers, and donations for seamless organization.​ ●​ Smart Automations:​ ○​ Created a form to capture data directly into Airtable.​ ○​ Configured automated email reminders for volunteers.​ ○​ Set task statuses to “Completed” automatically when linked tasks were finished.​ ●​ Enhanced Data Insights: Leveraged rollups and formulas to generate clear reports and analytics.​ ●​ Tailored Views: Built user-friendly views to track task progress, volunteer engagement, and donation flows at a glance.​ Outcome ●​ Streamlined Workflow: Centralized management of tasks, volunteers, and donations.​ ●​ Improved Collaboration: Team members and volunteers aligned through real-time updates and reminders.​ ●​ Reduced Manual Effort: Automation minimized repetitive work and eliminated errors.​ ●​ Better Insights: Data-driven reporting improved planning and accountability. 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