Results

Real outcomes.
Real companies.

Every number below represents a system built, a process fixed, or a company that now runs differently than it did before we showed up.

The work behind BGM spans more than a decade of hands-on operational leadership — building systems, managing distributed teams, and scaling businesses in the industrial services space.

Results presented represent direct operational work performed. Client names are kept confidential per engagement agreements. Outcomes are specific to the businesses, teams, and contexts in which the work was done.

By the Numbers

A decade of work.
Measured in outcomes.

$10M
Peak revenue managed
up from $800K
50%
Reduction in accounting
team workload
3
Continents of field
operations managed
100+
Automated workflows
designed and deployed

Case Studies

How the work gets done.
And what it produces.

01
From $800K to $10M — Scaling a Field Service Business
Fractional VP Ops
$800K → $10M

The Situation

A specialized industrial field service company had grown past what spreadsheets and manual coordination could support. Leadership was making every operational decision. Jobs were slipping through the cracks. Billing was delayed. The team had no shared system.

What We Did

  • Built a full Monday.com operations workspace (sales, service, accounting)
  • Connected SharePoint, Power Automate, QuickBooks, and JotForm
  • Automated quoting, work order generation, and field reporting
  • Built the team and management structure to support global deployments

The Result

  • Revenue grew from $800K to $10M over 5 years
  • Accounting workload reduced by 50% through automation
  • Technical deployments expanded to 3 continents simultaneously
  • Leadership team freed from day-to-day operational decisions
02
50% Accounting Workload Reduction Through Automation
Process Automation
50% ↓

The Situation

The accounting team was spending the majority of their time on manual data entry — entering supplier invoices, tracking job expenses, and reconciling payment records across disconnected platforms. Errors were frequent and approval cycles took days.

What We Did

  • Mapped the full A/P and A/R workflow end to end
  • Built approval workflows in Monday.com with status-triggered automations
  • Connected Power Automate to sync approved invoices directly to QuickBooks
  • Automated weekly job tracking updates for the full active job list

The Result

  • 50% reduction in accounting team manual workload in under 2 weeks
  • Invoice approval cycle cut from days to hours
  • Near-zero manual entry errors on supplier invoices
  • Finance team redirected to higher-value analysis work
03
End-to-End Field Deployment System for International Technicians
Field Service Ops
3 Continents

The Situation

Managing technical deployments across the US, Europe, and Latin America meant coordinating travel, documentation, work orders, and customer-specific requirements for each job — all manually, with a high risk of missing critical details before a technician arrived on site.

What We Did

  • Built a Services workspace in Monday.com with Gantt availability dashboard
  • Automated work order emails with all job info and attachments to each technician
  • Built Eledo automation for invitation letters for international visa requirements
  • Customer-specific JotForm service reports embedded in work order communication

The Result

  • Zero missed deployment details — all technician info delivered automatically
  • Invitation letter generation reduced from hours to seconds
  • Service manager time freed from manual coordination work
  • Scalable to support simultaneous deployments across 3+ continents
04
Automated Quoting System — From Days to Hours
Sales Operations
Days → Hours

The Situation

The sales team was creating quotes manually — building each PDF by hand, emailing them individually, and tracking status in a spreadsheet. The process took too long, introduced pricing inconsistencies, and created no reliable record of what was sent to whom.

What We Did

  • Built a Quoting Tool in Monday.com with full lifecycle status tracking
  • Integrated Eledo to auto-generate branded PDFs from quote data
  • Connected SuperMail for automatic email delivery on status change
  • Built centralized Price List board with regional rates and approval workflows

The Result

  • Quote generation time reduced from days to under 2 hours
  • 100% consistent branding on every quote sent
  • Full audit trail of every quote by customer, salesperson, and status
  • Pricing violations eliminated through centralized approval gate

Platform Expertise

What we've built.
And where.

Platform What We Build Connected To
Monday.com Sales, service, accounting, recruiting workspaces; dashboards; automations SharePoint, QuickBooks, JotForm, Eledo, SuperMail
Microsoft Power Automate Cross-platform triggers, folder creation, status-based routing SharePoint, Monday.com, QuickBooks, Outlook
QuickBooks A/P sync, invoice automation, job cost tracking Power Automate, Monday.com
SharePoint / M365 Document management, automated folder structures, access controls Monday.com, Power Automate, Teams
JotForm Service reports, recruitment forms, customer-specific report apps Monday.com, SharePoint
Eledo PDF quote generation, invitation letter automation, document templating Monday.com

Your Turn

Results like these
start with a conversation.

Tell us where your operations are breaking down. We'll tell you exactly how we'd fix it.

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