Duncan Anderson

WillowOps Prototype

Control tower for a luxury interiors operation

A sandbox dashboard for mapping enquiries, projects, procurement, finance, communications, AI drafts, and automation health across Monday.com, Make, Microsoft 365, Studio Designer, Xero, and WhatsApp-style workflows.

3
Active projects
1
At-risk projects
1
Pending approvals
1
Delayed items
£40,000
Outstanding
1
Review queue

Clickable local API demo

Scenario Runner

Scenario response

Run a scenario to inspect the response.

Monday.com operating model

Project Pipeline

Reeves Residence

On track

Charlotte Reeves - Kitchen and living room redesign - Winchester

Discovery scheduled
Install target: 2026-10-30
Next action
Prepare discovery call brief and confirm desired procurement timeline.
Finance
Not invoiced / £0 outstanding
Automation
1 run, 1 needs review
ItemSupplierStatusBlocker
Honed stone worktop sample setStone & Surface Ltd.ProposedNone

Shah House

At risk

James and Priya Shah - Full home renovation - Basingstoke

Procurement
Install target: 2026-09-15
Next action
Resolve delayed lighting delivery and send client update for approval.
Finance
Part paid / £28,000 outstanding
Automation
1 run, 1 needs review
ItemSupplierStatusBlocker
Statement pendant and wall lightsHeritage LightingDelayedSupplier revised delivery date by 12 days.

Brooks Study

Watch

Amelia Brooks - Single-room refresh - Farnham

Client approval
Install target: 2026-08-12
Next action
Chase fabric approval before purchase order deadline.
Finance
Overdue / £12,000 outstanding
Automation
1 run, 0 needs review
ItemSupplierStatusBlocker
Window treatment fabricAtelier FabricsProposedAwaiting client approval.

Process redesign

Source Of Truth Map

WorkflowSource of truthTriggerOwner
Lead and enquiry pipelineMonday.com Client Enquiries boardNew enquiry or status changes to QualifiedOperations / leadership
Project delivery statusMonday.com Design Projects boardProject stage changesProject manager
Procurement detailsStudio Designer export or adapterCSV/API import shows delayed, overdue, or approval-needed itemProcurement / project manager
Invoices and payment statusXeroInvoice created, paid, or overdueFinance / leadership
Client and supplier communicationProject communication logStage change, delay, overdue approval, or manual update requestProject manager

Change management

Training And Handoff

Leadership

Weekly control tower review

30 minutes

Leadership can read the dashboard, identify risk, and assign next actions without inspecting every project manually.

  • - Review at-risk projects and decide owner/action/date.
  • - Compare procurement flags against finance flags.
  • - Use the leadership report to prepare a weekly ops agenda.

Operations

Monday.com source-of-truth discipline

45 minutes

Operations can keep enquiry, project, procurement, and automation statuses clean enough for reliable automations.

  • - Move a test enquiry from New to Qualified.
  • - Confirm the next action and owner are populated.
  • - Review the automation log when a workflow needs review.

Design team

AI draft review and client tone

30 minutes

Designers can review AI-generated briefs/messages and correct tone or missing context before anything reaches clients.

  • - Review a generated discovery brief.
  • - Edit an Outlook draft for luxury client tone.
  • - Identify facts the AI should not guess.

Project managers

Procurement and finance exception handling

45 minutes

Project managers can handle supplier delays, pending approvals, and finance flags using a consistent review queue.

  • - Triage a delayed supplier item.
  • - Draft a supplier WhatsApp update for review.
  • - Escalate an overdue invoice flag into a leadership action.

Handoff checklist

Source-of-truth map is agreed and documented.
Monday boards have owners, status definitions, and required fields.
AI-generated client/supplier communication stays in review mode until explicitly approved.
Every automation writes a visible success/review/failure state.
The team knows where to check failed automations and who owns follow-up.
Credentials and API keys are stored in platform credential stores, not shared docs or Make notes.
Studio Designer integration boundary is confirmed: CSV export first, API/vendor access later if available.
Leadership has a weekly report ritual tied to dashboard metrics.