From Chaos to Clarity: Business Organization Audit

Case Study: Workflow Audit & System Strategy for Sagelane Autospa & Cawash

Role: Consultant & Systems Auditor Platform: Monday.com Project Type: Audit & Strategic Setup Analysis Timeline: 7 Business Days Client Industry: Automotive | Car Wash & Detailing Client: Sagelane Autospa & Carwash

Sagelane Autospa & Carwash was expanding rapidly, but their Monday.com workspace was holding them back. Departments were siloed, workflows were inconsistent, and important tasks were slipping through the cracks. Leadership needed visibility. Teams needed structure. The tools were there but the system wasn't working.

To solve this, I conducted a deep-dive audit across all departments: Management, HR, Operations, and Marketing. This included:

1:1 meetings with department leads to uncover pain points

Review of all existing boards, folders, and task flows

Documentation of missing structures, gaps, and inefficiencies

Analysis and recommendations tailored to team habits and company goals

Delivery of a custom Audit Analysis Document and a Monday.com Project Scope Board with next steps for Phase 1 and Phase 2 to organize and prioritize improvements

Comprehensive Audit Report – with tailored recommendations by department

Project Scope Board in Monday.com – with timelines, tasks, and responsibilities for the Phase 1 and Phase 2

Folder & Board Architecture Strategy – to organize workflows and increase visibility

This audit became the blueprint for Sagelane’s internal transformation. It aligned leadership around clear priorities, empowered teams with a structured path forward, and set the foundation for scalable automations in future phases.

✅ Workflow Mapping ✅ Cross-Team Communication ✅ Systems Thinking ✅ Strategy ✅ Project Scoping