Blog Posts Process Management

Our top 4 must-read customer stories

Blog: Monday Project Management Blog

At, we are proud to be able to say that more than 125,000 organizations love using our Work OS to optimize the way their teams work.

What’s more is that we’ve been actually able to sit down with some of them and understand not just what they love about our Work OS’s robust capabilities, but the inventive ways they’ve used it to create real impact for their teams and the unique customers they serve.

From COVID-19 task forces to development teams in the professional sports industry, our customer’s stories truly embody what it means to “Work Without Limits”. In this blog, we’re summing up some of our favorite customer stories across industries and templates to help you manage similar processes.

What is is a Work OS that powers teams to run projects and workflows with confidence. With a complete suite of features, this flexible system is adaptable and customizable for users of all companies of all sizes, from enterprise companies and small and medium-sized businesses to individual users.

Our platform is designed with you in mind, so it’s easy to implement and use. It is also equipped with powerful features like integrations, automations, and advanced analytics tools. Before we revisit some of our most interesting customer stories, let’s dive into what makes a Work OS special and why it’s the ultimate companion for teams in so many different industries.

Having problems signing up?
Contact us, we’re here, 24/7

What is a Work OS?

A work operating system (Work OS) is a SaaS platform for teams to create workflow apps in minutes to run all of their work. The cloud-based platform enables all teams to both create and connect the tools they need to execute projects and processes in one place.

Teams can move faster to reach organizational goals because they have the structure and features to perform cross-functional, cross-disciplinary work while maintaining alignment and visibility for everyone involved.

Here are just a few key components of a Work OS:

Which industries is Work OS intended for? 

The beauty of Work OS is that it truly was built around the idea of working without limits, industries included. We have several industry-tailored templates, integrations, and features that are ready to go for teams in:

Our platform is flexible enough for truly any team in any industry to create their ideal workflow! The unique customer stories in the next section capture how, with, the workflow possibilities can stretch as far as your imagination to support your organization’s success.

Get started with

Our favorite customer stories to date

Even though our teams constantly improve and expand’s capabilities and features, we are never short of amazed to see the innovative ways our more than 125,000 customers use our platform to make an impact.

While we couldn’t fit every one of our favorite customer stories here—the list grows bigger every day—here are four of our top picks, across industries and as a bonus, we’re including a curated template for each one.

Citizens Bank

Citizens Bank is an American bank committed to serving working people in Arkansas.

Due to the COVID-19 outbreak, the US government passed The Coronavirus Aid, Relief, and Economic Security (CARES) Act as well as the Small Business Paycheck Protection Program,

Citizens Bank knew they would be inundated with loan requests as a result, but they didn’t have an adequate workflow in place for processing loans at this volume. They also needed a platform to increase transparency within their organization.

How did Citizens Bank use to make a difference?

When this new influx of loan requests came, they were confident that the intuitive Work OS could be adapted to fit their immediate and time-sensitive needs. Here are just a few ways improved their process:

In 10 days, with the help of, Citizens Bank was able to onboard multiple employees and create a robust workflow that enabled:

The National Hockey League

The NHL is the world’s premier professional ice hockey league best-known for its annual championship.

The team in charge of developing custom apps for the entire organization—more than 30 business units— soon found themselves struggling to manage their increasing workload.

As a result, they brought on a foreign agency to share the development workload. Relying on email and text to collaborate across different time zones caused organizational silos, a lack of clear prioritization, and gaps in communication and execution of projects.

How did the NHL use to make a difference?

A lack of visibility in development efforts contributed to the challenges mentioned above as well as uneven distribution of work and poor workload management. Senior Director Carol Dann used as the means to optimize their development process by:

Ultimately, making the switch to saved the NHL 4+ weeks for each custom application development cycle.

Israel Command and Control Center for (COVID-19) 

In order to “flatten the curve” of COVID-19 cases, Israel established a National COVID-19 Control Center. The Control Center brought together several different civilian and military agencies, for the first time, to collaborate to manage the crisis and support the labs, hospitals, and first-responders working on the front lines.

As there was no central cross-government system with standard processes and procedures in place, the biggest challenge revolved around these groups working together smartly and efficiently during a national emergency.

Each ministry and agency has its own unique systems, processes, and methods, but none were connected to support this effort—finding a way to centralize all of these efforts was of the utmost and urgent importance.

How did the Israel Command and Control Center use to make a difference?

Communication, accurate data reporting, and effective resource management—from medical equipment and suppliers to labs— were major roadblocks and sources for breakdown for the Control Center. (and our customer experience team’s help) allowed the Control Center to quickly connect four different government agencies that have never worked together before to accomplish the following:

In collaboration with the team, the Control Center was able to accomplish the following in less than one day:


Entrepreneur is a premier print and online media source in Irvine, CA, for everything related to small businesses, offering inspiration and information on marketing, management, technology, the latest trends, and strategies.

With sales and client service teams distributed across the United States, Entrepreneur was seeking a customer relationship management system (CRM) that would allow their team to track their sales pipeline in an easily customizable manner that allowed data filtering by year, month, salesperson or territory — something most CRMs lack.

They also wanted to eliminate their dependency and time lost on labor-intensive Google Sheets they used for managing and tracking their sales pipeline.

How did Entrepreneur use to make a difference?

Entrepreneur was able to implement across their teams in just one week, which contributed to more than 11 hours saved each month for their President and CEO and a staggering 23% increase in their overall digital sales. Here’s how they did it:

“Because I can get my dashboards organized on Mondays, my week is set up for success because everyone is relying on instead of me for their questions. They can just look at the dashboards and find answers on their own quickly and easily, which saves me time and makes my life a little bit easier.” Work OS: the flexible platform for any organization

Whether it’s improving customer service, managing an approval process, or revamping an apps development cycle, teams seek to work quickly, accurately, and to have alignment across progress and results. Work OS is built with a flexible and intuitive structure that makes it easy for organizations in any industry to build custom and scalable workflows to reach their goals, faster.

Get started with

The post Our top 4 must-read customer stories appeared first on Blog.

Leave a Comment

Get the BPI Web Feed

Using the HTML code below, you can display this Business Process Incubator page content with the current filter and sorting inside your web site for FREE.

Copy/Paste this code in your website html code:

<iframe src="" frameborder="0" scrolling="auto" width="100%" height="700">

Customizing your BPI Web Feed

You can click on the Get the BPI Web Feed link on any of our page to create the best possible feed for your site. Here are a few tips to customize your BPI Web Feed.

Customizing the Content Filter
On any page, you can add filter criteria using the MORE FILTERS interface:

Customizing the Content Filter

Customizing the Content Sorting
Clicking on the sorting options will also change the way your BPI Web Feed will be ordered on your site:

Get the BPI Web Feed

Some integration examples