A Notion operating system bringing together sales, events and catering operations
Vine & Dine needed to move beyond operations spread across spreadsheets. A Notion workspace was delivered with a migration from Sheets and dashboards for sales, operations and finance, alongside events, inventory and internal knowledge.
The starting point.
Event planning, sales follow-up and operational information were held in separate spreadsheets requiring manual updates. The team needed a shared structure to see each event's context and access its working resources.
How we did it.
A Notion workspace was built and information migrated from Google Sheets. The menu combines sales, operations and finance dashboards with events, pipeline, tasks, inventory, suppliers, team information and the internal knowledge Bible; the handover also records Make as a tool used.
What changed.
Operations brought together
Events, pipeline and tasks share the same management environment.
Dashboards by function
Sales, operations and finance have their own dashboards.
Organised resources
Inventory, suppliers, team information and internal knowledge are accessible from the menu.
Information migrated
The handover documents the move from spreadsheets to the workspace.
More case studies
Other teams that chose a more organized way of working.
Let's talk.
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