Loyal Wingman Technologies
Loyal Wingman Technologies Private Limited ran its projects, leads and timesheets across Excel and Docs. With the right processes in place on Oneintelligent, every role, from interns to team leads to sales and HR, now works from one system, and the business is 15 to 18% more efficient across departments.
Loyal Wingman Technologies works on two fronts. It provides engineering services, from design and simulation to prototyping and tooling, to companies in aerospace, defence, automotive, energy and industrial automation. It also builds its own precision sensors and signal conditioners. Both run as projects with defined steps and deadlines, and the work passes between sales, engineering, HR and finance. In work this precise, a skipped step or a missed follow-up costs more than time.
Everything ran on spreadsheets and documents, and the more the team grew, the harder it was to keep up.
Attendance and time were logged person by person in Excel. Getting them ready for finance took HR about 5 hours every month.
Customer and vendor details sat in different files, so every quote, invoice or purchase order meant finding and copying them by hand. A purchase order took around 45 minutes, and mistakes crept in.
Projects were tracked in spreadsheets and documents, and the team worked from two locations, so knowing who was doing what meant asking around.
When a customer asked to be followed up in a week, the reminder lived on paper or in someone's head.
New joiners and interns had to learn each project's steps from colleagues before they could contribute.
The product was simple enough, but the bigger change was the process. Oneintelligent worked with the team to find where work was getting stuck, set the right way to handle leads, projects and time, and then set up the system to run it. Here's how that works for each role today.
Sales · CRM
Enquiries from the website's Contact Us page go straight into the CRM, and leads from calls are added by hand. Sales sees every lead's stage, decides the next step, and sets each follow-up for the exact date the customer asked for. Existing customers sit as accounts with their history.
Operations · Projects
Each project shows how far along it is, for example 70% complete, so team leads know where the bottleneck is and where to add people. With every project and its progress in one roadmap view, the team now plans six months ahead.
HR · Timesheets
HR sees attendance and team efficiency in one place. Time logged against tasks is approved by managers and exported in the format finance needs, in about 5 minutes a month.
Everyone · OneTeam
With the team split across two locations, everyone uses OneTeam to chat, so conversations about the work stay in the same place as the work.
Sales · Accounting
Every customer is tracked as an account, so a quote, an order or an invoice starts from the details already in the workspace. Nothing is copied by hand, and nothing is typed twice.
Purchasing · Vendors
Vendors sit in the same workspace, so their details are pulled in automatically when a purchase order is drafted. What took around 45 minutes now takes about 5.
HR · Onboarding
Each project's SOP is saved as a checklist, so new people follow the same process from day one and start contributing sooner.
Everyone · Analytics
Each person sets their own tasks, logs time against every task, and checks their own efficiency over the month.
“Our team started using it in 2 to 3 days, and within months we could see the efficiency gains. It's one app with everything in a single place, so it's easy to manage and easy for everyone to adopt.”
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We find what's breaking, fix the process behind it, and help your team run it faster with Oneintelligent. Try it free for your first month.