📁

What a working OS looks like.

Three engagements, anonymized — the names are under NDA, the numbers aren't.

Aa Client	≔ Segment	Aa Pain	# Result
📣 35-person marketing agency	Agency	Client onboarding lived in email	18 → 4 days
📈 22-person SaaS startup	SaaS	No system before Series A	OS in 4 wks
💻 40-person IT outsourcing firm	IT services	Docs split across Confluence + Jira	94% adoption

📣The agency whose onboarding lived in email

Agency · 35 people

Every new client kicked off with a thread of forwarded emails, a duplicated Drive folder, and a PM reconstructing the checklist from the last project. Onboarding took 18 days, and the ops lead was the bottleneck for all of it.

What we built

Client database with an onboarding pipeline and owner per stage Project tracker linked to deliverables and retainer scope Onboarding agent — creates and assigns the checklist the moment a deal is marked won

✅

Client onboarding went from 18 days to 4. The ops lead stopped being the bottleneck — the pipeline view is now the Monday meeting.

📈The SaaS startup with a due-diligence deadline

SaaS · 22 people

Seed-stage, about to raise Series A. Processes lived in founders' heads and six tools; the data room was a folder of screenshots. Investors would ask how the company runs, and the honest answer was "ask Max".

What we built

Company OS: projects, docs, people, and metrics in one workspace Investor data room as a permission-scoped view — no copy-pasting Weekly metrics agent compiling the numbers the board actually asks for

✅

Built in 4 weeks, before the raise. The data room was used in due diligence as-is; the board update now assembles itself.

💻The dev shop split between Confluence and Jira

IT services · 40 people

Delivery ran on Jira, knowledge on Confluence, client comms in email — and none of them agreed with each other. PMs spent Friday afternoons assembling status reports by hand.

What we built

Delivery hub replacing the Confluence documentation layer Per-client teamspaces with unified project and retro templates Sprint retro agent — compiles the summary and posts it to the client, every sprint

✅

94% weekly adoption after 60 days — measured on active editors, not logins. Friday status reports write themselves.

🔒

Details are anonymized and lightly generalized to protect client confidentiality. Happy to walk through specifics on a call.

Want the same, but for your ops?

The diagnostic maps your situation against cases like these. Free, 30 minutes.

Book the diagnostic