LucidOps

BACKGROUND

Introduce your business and what you do there.

I'm a team lead at Collective, a fintech company that helps self-employed individuals with their taxes, accounting, bookkeeping, payroll, and invoicing.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with LucidOps?

I needed help with automating and scaling the manual processes that my team had.

SOLUTION

What was the scope of their involvement?

As our company experienced rapid growth, we reached a plateau where operational bottlenecks were preventing us from hitting our target KPIs. We needed to undergo a comprehensive digital transformation to break through these barriers and continue scaling effectively.

We partnered with LucidOps to guide us through this critical transition. They conducted a thorough analysis of our existing processes and systems, identifying areas where redesign was necessary. Working closely with our internal team, they helped us reimagine our operations from the ground up.

One of our biggest challenges was dealing with a fragmented technology stack filled with disconnected components, data silos, and countless manual processes that were slowing us down. The solution they developed for us automated these time-consuming tasks and created custom interfaces and workflows tailored to each department's specific needs and responsibilities, as well as our customer requirements.

The transformation gave us something we'd been missing: a reliable source of truth for our data. We now have comprehensive executive and team dashboards that provide the transparency, visibility, and accountability we needed to make informed decisions and drive performance.

Throughout the entire process, from development through rollout, LucidOps provided extensive training and change management support to ensure our team could successfully adopt the new systems. The full-cycle approach meant we weren't left to figure things out on our own after implementation.

How did you come to work with LucidOps?

I found LucidOps when I was searching for a company that could help me with automating and scaling manual processes that my team had. I chose LucidOps after our initial intake call, where we chatted through my pain points, areas I was looking to improve, and overall workflow.

Tyler (Founder & CEO) was able to ideate on the spot on areas where he felt he could help and provided immediate assurance that he was knowledgeable and confident he could provide the results we were looking for. After our call, he followed up with a detailed proposal and timeline that made our partnership feel actionable.

RESULTS & FEEDBACK

How did LucidOps perform from a project management standpoint?

LucidOps was extremely punctual and often over-delivered ahead of the timeline. We primarily communicated via Slack and Google Meet.

What did you find most impressive about them?

Tyler and the team's tailored approach, combined with daily iteration and rapid development, drove our success well before the project even wrapped.

Are there any areas they could improve?

No, there weren't any.

BACKGROUND

Please describe your company and position.

I am an executive at Light It Up

Describe what your company does in a single sentence.

Premier commercial and residential lighting business serving all of Northern California.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LucidOps to accomplish?

• The goal of this digital transformation was to eliminate all critical operational bottlenecks constraining company growth and customer satisfaction. The business was experiencing significant revenue growth but encountering major challenges with fulfillment, operations, and scaling a larger team.

SOLUTION

How did you find LucidOps?

Referral

Why did you select LucidOps over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from LucidOps were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Our operations and systems were chaotic. My partner and I are not systems thinkers or ops experts. We hired LucidOps to modernize our business and lead a digital transformation at a pivotal time. We were experiencing great growth, but our fulfillment and operations teams were falling apart, causing customer satisfaction issues that needed to be addressed immediately.

They led an in-depth process analysis of our entire business, examining our processes, tech stack, existing systems, customers, and team members. They diagrammed our entire business, which was incredible to see for the first time. We focused on fixing processes that were clearly flawed and causing issues.

They migrated us from Monday.com, which was causing numerous issues with our team, to Airtable. They created a single source of truth in Airtable—something we never had before, as we could never trust our data previously. From there, they built custom workflows and interfaces for every team member and created executive dashboards that make it incredibly easy to monitor our business at any time.

They connected our entire tech stack with this new custom operating system, including QuickBooks, Jobber, GoHighLevel, Slack, Google Workspace, Xero, Meta Ads, Gusto, and BirdEye. They continue to make ongoing improvements, provide support to our team, and implement quarterly enhancements.​​​​​​​​​​​​​​​​

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our customer satisfaction and reviews went through the roof, which is everything in our industry. No more complaints! My cofounder and I could finally sleep at night. Team morale increased drastically. The team was enjoying their work and feeling more confident in the business again.​​​​​​​​​​​​​​​​

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Professional, talented, and communicative team. They were very flexible and able to adapt and build quickly. 

What was your primary form of communication with LucidOps?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I appreciated the exceptional quality of their work and their impressive turnaround. They move sharp and fast. 

Are there any areas for improvement or something LucidOps could have done differently?

None that I can think of at the moment. 

BACKGROUND

Introduce your business and what you do there.

I’m the founder of Clean It Up. We do junk removal, land clearing, and property clearing for residential and commercial clients in Northern California.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with LucidOps?

We were frustrated with the ERP tools available in the market. Nothing seemed to fit our unique needs, and we were tired of patching together different tools that didn’t truly integrate. We needed a solution for our team’s pain points, something that could streamline our operations.

SOLUTION

What was the scope of their involvement?

LucidOps designed and developed a custom ERP system to address our team’s dissatisfaction with existing market solutions. This new system consolidated our entire tech stack into a single, unified tool. Beyond software development, LucidOps included a comprehensive systems and operations audit, leading to significant foundational improvements. They also provided change management support and documentation for features and workflows.

What is the team composition?

We work with three teammates from LucidOps.

How did you come to work with LucidOps?

I was referred to LucidOps by a friend in my network who had worked with them. I chose LucidOps because I knew people in my network who could vet them, and they had great results.

What is the status of this engagement?

We started working together in March 2024, and our relationship is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

LucidOps has delivered a custom ERP system that has been a game-changer for our efficiency and peace of mind. It has automated 60% of our workflows, leading to a direct reduction in operational costs and increased output and capacity without hiring more team members. This increased efficiency has boosted overall team productivity and morale and accelerated decision-making by providing real-time, accurate data from a source of truth we can trust.

We found a partner who actually listened. They didn't just try to sell us an off-the-shelf product; they dove deep into our existing tech stack and worked with us to develop a custom ERP that brought everything into one unified tool. But it wasn't just about the software. They went above and beyond, conducting a thorough systems and operations audit. This led to massive foundational improvements at the process level, which was a huge relief. On top of that, they've already automated a huge % of our workflow, and there's even more automation on the horizon. This custom solution has been a game-changer for our efficiency and our peace of mind.

How did LucidOps perform from a project management standpoint?

LucidOps has delivered on time, and their project management is organized. They communicate expectations weekly. The team is always available and quick. I feel secure having them as a resource. Training our team was a lot of work, but they were heavily involved in that process and made it smooth. We use Slack, email, and Google Meet to communicate.

What did you find most impressive about them?

LucidOps can come into any company and gain a founder-like understanding of the business, not just the technical aspects. They know our business more intimately than we do.

Are there any areas they could improve?

No, I have no suggestions. Thanks again for the hard work.

BACKGROUND

Please describe your company and position.

 I am the Director of Ops of an advertising & marketing company 

Describe what your company does in a single sentence.

We provide creative services to owners, developers, and management of high-end multi-family and hotel properties in the commercial real estate market.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire LucidOps to accomplish?

• Web & mobile application development, UX/UI, & QA
• Client Portal Development, UX/UI Design & QA

SOLUTION

How did you find LucidOps?

Referral

Why did you select LucidOps over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from LucidOps were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We hired LucidOps to build a custom SaaS for us, encompassing both mobile and web applications. Before beginning the actual application development, we relied on LucidOps to help us streamline our systems and, more importantly, our data. We lacked a single source of truth.

Prior to the impressive development work they completed, LucidOps conducted a thorough audit and discovery of our systems, helping us streamline and integrate everything across our technology stack. Most critically, they helped us create a reliable single source of truth that we could trust before even starting the development phase.

We had two primary objectives for this application development:

First, we wanted to prepare for significant growth that we were experiencing and anticipated continuing. Our goal was to substantially increase our team's internal capacity and output without adding more team members.

Second, we aimed to dramatically enhance the experience and quality for our customers throughout their entire journey and daily interactions with our product and service. We wanted to not only accelerate results for our customers but also significantly reduce meetings, emails, text messages, and Slack communications. The focus was on making our products and services as easy to use as possible, allowing customers to achieve results quickly and frictionlessly.

Overall, we offer approximately seven services, so we needed to build specific views with appropriate permissions based on which services customers had purchased. Additionally, we incorporated strategic guardrails within the product to facilitate cross-selling opportunities for services customers hadn't yet purchased.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We established numerous KPIs for this project and successfully achieved all of them. However, there was one unexpected outcome that far surpassed everything else: every single one of our clients was completely impressed by the application and its rollout. Beforet even asking for feedback and testimonials, we received enthusiastic responses from virtually all of our clients. These client feedback exceeded any internal KPIs we had established. The product truly speaks for itself, and the customers have become its advocates—they absolutely loved it.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Everything was delivered on time. During onboarding, they expressed the importance of this, during all stages of the project, every single month, every single week, we had complete visibility and transparency on what's being worked on and delivered. There was never any guesswork.

What was your primary form of communication with LucidOps?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Not only are these guys experts in development, design, automation, data ,operations and systems, but at their core, these guys are product guys. They're huge advocates for product-led growth, which shows in the products that they deliver. They spent a ton of time truly understanding our customera needs and putting themselves in their shoes. 

Are there any areas for improvement or something LucidOps could have done differently?

No suggestions at this time.