Industry: B2B SaaS

Role: Project & Ops Manager

Duration: 16 weeks (from discovery to launch)

Tools I used: Notion, Slack, Airtable, Whimsical, Make, Zapier & Marker.io Automations

The client wanted to ship a Billing & Analytics module on time with fewer surprises and clearer exec visibility. I built a Notion-first delivery OS so everyone, from the CTO to the ICs, could see the plan, the risks, and what was due next without chasing updates.

This wasn’t just another board, It was a connected system with tidy views for each audience. Status reports write themselves, sprints start with one click, and risks are owned, not buried.

Deadlines slipped because work lived in different tools and DMs.

Execs lacked a single page that answered the crucial ‘are we on track’ question.

UAT always felt last-minute because QA notes were scattered.

Databases: Projects, Tasks, Sprints, OKRs, RAID, Meetings (all related).

Key properties: Status, Health (RAG), Owner, Start/End, % Complete, Priority, Blocked, Depends On, Cycle Time, Velocity %.

Views:

Templates & Buttons:

Light automations created Slack pings when a task flips to Blocked; Monday 9am auto-create a Weekly Status page and additional proprietary automations with Airtable, Whimsical, Zapier, Make and Marker.io.

Week 1 to 2 || Discovery, charter, OKRs, DB scaffolds

Week 3 to 4 || Sprint cadence, core views, status template

Weeks 5 to 12 || Run sprints, tune fields/views, RAID ownership, decision logs

Weeks 13 to 16 || UAT checklists, launch rehearsal, go-live, stabilization, handover

On-time delivery from 62% to 96% in 2 sprints

Cycle time −28%, rework −18%

100% weekly status adoption (pulled straight from Notion)

Zero Unassigned tasks by EOW after Button & template rollout

Exec dashboard (RAG + % complete + top risks)

Sprint board and velocity rollups

Weekly Status pages auto filled

RAID log with owners and next review dates

Plan Sprint button configuration

If you need predictable delivery and low-friction updates, this is just one of the many Notion OS’s I can build up for your team, fast. It scales from one squad to multiple streams without getting heavy.

Drop me a message and let’s start working together today!