Kerry Augustin
Business Operations Consultant
PORTFOLIO DEMONSTRATION
Client & Service Management System
Airtable + Fillout Operations, CRM, Inventory & Quality-Control Demo
A fictional end-to-end service operations system demonstrating client management, workflow automation, monthly entitlement controls, exact coupon inventory tracking, reconciliation, manager oversight, and structured quality assurance.
COMPLETED — OCTOBER 2026
This system uses fictional clients, fictional organization data, and test records for safe public demonstration.
Project Overview
A fictional end-to-end service operations system demonstrating client management, workflow automation, monthly entitlement controls, exact coupon inventory tracking, reconciliation, manager oversight, and structured quality assurance.
This demonstrate system leverages Airtable as the core relational database and management engine, with Fillout providing the structured employee-facing interfaces for locating clients and recording service transactions.
The Solution
The Client & Service Management System was developed as a centralized operational ecosystem to replace manual record-keeping and fragmented communication. The system provides a single source of truth for client profiles, service entitlements, and inventory tracking.
By integrating technical dashboards with powerful employee-facing workflows, the organization can now manage complex transaction histories and coupon inventory with 100% data integrity and automated oversight.
How It Works
Fillout Employee Portal
→
Search/Create Client
→
Review History
→
Record Transaction
→
Airtable Automation
→
Monthly Entitlement
→
Exact Coupon Ledger
→
Manager Oversight + QA
1. Client Access
Staff use the Fillout employee portal to locate an existing client or begin a new client profile.
2. Client & History Review
Existing client information and previous transaction history are available before a new service transaction is entered.
3. Transaction Entry
Staff record the transaction, exact coupon numbers, quantity, and service information through the employee-facing workflow.
4. Automated Controls
Connected Airtable automations synchronize records and support duplicate-client, entitlement, transaction, and exception controls.
5. Exact Inventory Tracking
Individual coupon numbers are recorded through the Exact Coupon Ledger and validated against inventory and reuse controls.
6. Management & QA
Manager-facing interfaces provide client oversight, reconciliation, data-quality review, system-health monitoring, and structured QA.
Search/Add workflow for locating an existing client or creating a new profile.
Structured New Client form for standardized intake and eligibility information.
Existing client view showing previous taxi coupon transaction history before a new transaction is entered.
Employee transaction portal for recording taxi coupon activity.
Manager Oversight
Manager Overview dashboard showing client volume, linked transactions, client status, neighborhood distribution, and client-directory activity.
Detailed client profile view within Airtable for administrative management and history review.
What This Project Demonstrates
This case study showcases the development of a complex operational ecosystem using Airtable and Fillout automation. It highlights the transformation of manual, fragmented tasks into a centralized system that enhances organizational transparency and inventory reliability. The following concepts are supported in this demonstration:
- Strategic Tool Integration: Linking Fillout forms, Airtable automations, and relational data structures into a single source of truth.
- Workflow Automation: Leveraging Airtable automations to synchronize records and enforce business logic without manual entry.
- User-Centric Interface Design: Creating clean, staff-facing portals for ease of data entry and history review.
- Operational Scalability: Building low-cost, high-impact systems that grow with organizational complexity without increasing overhead.
- Data Governance: Implementing automated ledgers, transaction controls, and monthly entitlement tracking for accountability.
PORTFOLIO DISCLOSURE: This project is a Portfolio Demonstration created by Kerry Augustin. The Clients, Employees, Organization Data, and Booking/Inventory Records shown in screenshots and the demo hub are fictional and intended for test and demonstration purposes only. This system demonstrates functional capabilities in CRM development and operations management for public review.