Problem
Hitting Airtable's Ceiling During Critical Growth
With two fast-growing teams and over 35 staff, this claims processing firm had pushed Airtable to its limit. What began as a flexible solution for tracking claims quickly became unmanageable. Multiple databases, scattered automations, and growing integration needs made collaboration slow and unreliable.
The Director of Strategy shared that their previous systems were always built to meet "what we needed in the moment" rather than planning for long-term scale. Now, with another business unit launching, the team couldn’t afford to repeat that mistake. Automations needed to be rebuilt, data migrated, and workflows restructured—without disrupting mission-critical claims processing during storm season.
Q1
Solution
Strategic Migration with a Long-Term Lens
SmartSuite provided both the infrastructure and advisory support to modernize this firm's operations. Working closely with the Implementation Manager, the Director of Strategy emphasized designing for "what will work for us in three years, not just now."
SmartSuite's Airtable Importer handled the heavy data lift, while SmartSuite Dashboards and advanced field types were used to reimagine how each process should function. Automations were rebuilt using SmartSuite’s native builder, with support from SmartSuite team members and asynchronous reviews to ensure accuracy and maintainability.
With integration needs extending to platforms like Fillout, the SmartSuite team scoped a scalable solution designed to consolidate data across multiple units while keeping the user experience seamless.
Q2
Result
From Reactive Fixes to Scalable Systems
In a matter of weeks, SmartSuite enabled this claims firm to stabilize and elevate its operations. Teams migrated two entire departments, implemented a unified structure across workspaces, and established an automation framework that reduces manual steps and errors.
The Director of Strategy noted that in prior platforms, "we kept building for the moment," but now with SmartSuite, they're designing for scale.
"We're perfectionists, and we've been slow in the transition intentionally because this needs to last," they explained. SmartSuite's flexible field types and visual dashboards gave them the tools to build thoughtfully—and with confidence that their solution will hold up under future growth.
Q3
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