From fragmented delivery to an AI-first operating system.
An Australian e-commerce digital marketing agency needed a single source of truth across onboarding, delivery and reporting, and a founder who was buried in operational detail instead of growth.
The constraint
Onboarding, delivery and client reporting lived across disconnected tools. Manual processing consumed hours every week, and hiring took too long to keep pace with growth.
- Disconnected onboarding and delivery workflows
- Manual reporting eating delivery time
- Slow hiring and onboarding cycles
- No centralised system of record
The ORQENA intervention
Set up ClickUp as the centralised operating system (SSOT) for SOPs, SLAs and KPIs, then layered in an AI and automation stack — Claude, ChatGPT, n8n, Zapier and Make — across the business.
- ClickUp as single source of truth
- AI + automation workflows across delivery
- Real-time client and internal dashboards
- Structured hiring and onboarding pipeline
