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Case Studies/Turnkey Solution Designed for Kitchen Cabinetry Manufacturer
AllWood DesignSan Diego, CA, USA

Turnkey Solution Designed for Kitchen Cabinetry Manufacturer

End-to-end digitization of kitchen cabinetry manufacturing from design development through installation with automated project management, financial integration, and client transparency.

Cabinetry & Coatings
Industry
Industry-Specific
Solution Type
7+
Technologies

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Measurable Results

Quantifiable business outcomes demonstrating the tangible value of our automation solutions

Clear 8-stage process visibility and team accountability across phases

Strategic Impact

Eliminating operational chaos with clear 8-stage process visibility transforms AllWood Design from reactive project management to systematic excellence, enabling predictable delivery and quality control.

Business Value

Systematic workflows reduce project management overhead by 40% while improving delivery predictability and customer satisfaction through clear expectations.

Challenge & Solution

Real business challenges and our targeted automation solutions

Business Bottleneck
Solution Points

Business Bottleneck

AllWood Design managed an 8‑stage custom kitchen process across 3 phases (Design → Production → Installation) using Excel, Google Sheets, and Word.

The opportunity was to centralize the workflow in Monday CRM for transparent ownership, coordinated handoffs between teams, and real‑time client visibility into status and milestones.

Impact Areas
Operations

Solution Points

1

Implemented centralized Monday CRM managing complete 8-stage workflow from lead and deposit through final inspection and client feedback

2

Created automated project transitions between Design Development, Drafting, Production, and Installation phases

3

Built Cabinet Vision integration automatically transferring specifications to production planning and material ordering

4

Developed DocuSign automation for contract generation, modifications, and client approvals with real-time CRM updates

5

Integrated QuickBooks for automated invoicing at each milestone: 10% deposit, 40% production start, 30% delivery, final payment

6

Established Slack-based team communication with role-specific notifications and task assignments

7

Created JotForm client portals for specification approvals, modification requests, and project feedback

8

Built real-time client transparency system with progress photos, timeline updates, and milestone notifications

9

Automated material procurement and production scheduling based on CAD specifications and project timelines

Our custom kitchen business was drowning in operational chaos - design teams working in isolation, production scheduling done manually, and clients constantly calling for project updates. Every project felt like starting from scratch with no systematic approach. The transformation gave us a complete operational backbone. Now our 8-stage process runs like clockwork from initial deposit through final installation. CAD designs automatically trigger production schedules, contracts generate and get signed digitally, and clients can see exactly where their project stands. We went from chaotic custom work to systematic excellence while maintaining the personalized touch our clients expect.

Vody Pavluyk

Co-CEO at AllWood Design

Technical Deep Dive

Explore the technical architecture and implementation details

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