Sofiyat Adeitan

Glad you're here! This portfolio demonstrates how I support clients in improving efficiency with automation solutions that bring measurable success. Project NO 1 The Challenge A fintech company was struggling with disorganized loan processes. Key pain points included: ●​ Fragmented workflows for onboarding, loan applications, and payments​ ●​ Poor communication between teams leading to duplication of tasks​ ●​ Lack of real-time visibility into loan statuses and payment schedules​ ●​ Manual updates causing delays and errors​ My Solution ●​ Boards: Built custom boards for core processes (customer onboarding, loan applications, payment tracking) to create structure and clarity.​ ●​ Integrations: Linked tasks across workflows with Connect Boards, ensuring payment updates fed directly into customer support.​ ●​ Data Visibility: Used Mirror Columns to automatically update critical information like loan statuses and payment schedules across boards.​ ●​ Automation: Set up dependencies and automations to keep tasks in sequence, reducing manual errors and saving time.​ ●​ Dashboards: Designed dashboards and timeline views to monitor KPIs such as application approvals and payment schedules.​ The Impact ●​ Centralized and streamlined loan management process​ ●​ Faster communication and reduced duplication of effort​ ●​ Real-time data access for all stakeholders​ ●​ Increased accuracy through automation​ ●​ Clear visibility of progress and KPIs, driving smarter decisions See It in Action​ Here’s a short demo I recorded while building the workflow in Monday.com: Watch Demo (The recording was done during my free trial, so it shows the setup in progress. Even though it ends partway, it highlights the key steps I used to structure the system.) Project NO 2 The Challenge: The firm was managing 16 projects concurrently (split between Interior and Exterior design) with timelines ranging from 3 to 12 months. They faced several pain points: Disjointed Communication: Conversations and file sharing were scattered across email, SMS, and WhatsApp. Limited Project Visibility: It was difficult to know the status of each project, resulting in missed deadlines and milestones. Inefficient Task Tracking: Manual tracking via spreadsheets was error-prone and time-consuming. Fragmented Document Storage: Important documents were dispersed across multiple platforms. Lack of Reporting: There was no centralized dashboard to monitor project progress, budget, timelines, or team workload. My Solution: Board Setup: Two Boards: Created separate boards for Interior and Exterior Design Projects. Groups: Each board is organized into groups (Active, Upcoming, In Review/On Hold, and Completed Projects) to clearly categorize project phases. Detailed Project Breakdown: Sub-Items for Tasks: Each project (e.g., Luxe Urban Loft Redesign for Interiors or Contemporary Office Park Facade Upgrade for Exteriors) was divided into 5 actionable sub-tasks. Realistic Timelines & Cost Allocations: I assigned specific start/end dates (with today’s reference being February 2, 2025, 4:20 PM) and allocated budgets using percentage-based cost breakdowns. Automations & Dashboards: Automated Notifications: Set up alerts for overdue tasks and status updates once milestones were met. Reporting Dashboards: Developed dashboards to track key KPIs such as: Project Progress: Percentage of completed tasks/milestones. Overdue Tasks: Immediate flags for tasks behind schedule. Budget Tracking: Comparing planned versus actual spending per project and task. Timeline Adherence: Using Gantt charts to monitor schedule consistency. Team Workload & Milestone Status: Visualized through charts that help balance tasks and track milestone completion. The Impact: Centralized Communication & Document Sharing: All project updates, files, and conversations are now housed in one place. Enhanced Visibility: Real-time dashboards empower management with actionable insights. Streamlined Processes: Automated reminders and task tracking have significantly reduced manual follow-ups, ensuring projects stay on schedule and within budget. 🎥 Words can only show so much. The real magic is watching it happen step by step. Here’s a quick behind-the-scenes look at how I built and tested this workflow: Watch the Demo