~45 fragile no-code scenarios firing on a database, plus separate forms and a client portal — with no visibility when something failed. Orders could silently drop, and the whole stack depended on one vendor.
First migrated their entire operational database off Google Sheets into Airtable as the single source of truth. Then rebuilt the order-to-cash flow on self-hosted n8n the firm owns: order intake → technician dispatch → scheduling → auto-generated work-order PDFs → delivery → accounting sync. Added a custom staff / technician / client portal with magic-link login and an audit trail, plus a live status page and “missing notification” safety-net alerts.
Migrated off the fragile vendor stack to owned infrastructure with real monitoring. Silent failures eliminated; staff and technicians self-serve through one portal. Phased cutover with zero client-facing data loss.
