The client's travel team moved 300+ people a season across dozens of events, spread across spreadsheets, itinerary software, email, WhatsApp and Smartsheet. Workshops mapped how the team actually worked, not how the process was meant to look on paper, and auditing their live sheets uncovered the real data model behind it.
That work set the brief for success: retire the old tools completely, surface answers and deadlines instantly instead of on request, flag expiring documents early, and keep finance's own reconciliation process intact.







