DOSSIER · 2026-04-08 · 8 MIN READ
Lattice Agency closed its stack in eleven days
A forty-person agency retired three tools, cut three spreadsheets, and dropped Friday reconciliation from six hours to forty minutes.
- CLIENT
- Lattice Agency
- INDUSTRY
- Creative agency
- SCALE
- 40 seats
- REGION
- US + UK
THE CHALLENGE · BEFORE AIXYS
What was broken.
Lattice ran client delivery across Monday.com, Intercom, a Google Sheet called Deals_v4_FINAL, and a Slack workspace where the Friday recap rotted by Wednesday. Every operator carried the cost of reconciling the same client across four surfaces.
THE SOLUTION · AIXYS
What we did.
In Council Batch 01, Lattice migrated to a single Aixys workspace. Every client became one record with threads, projects, invoices and timelines hanging off it. The same AI memo drafted the weekly status report every Monday.
THE OUTCOME · THE RECEIPTS
What moved.
Eleven days after go-live, Monday.com and Intercom were retired and the Deals spreadsheet was locked. Friday reconciliation dropped from six hours to forty minutes. Retention conversations started earlier because the memory surfaced them.
- Tools retired0apps
- Friday recon0%
- Time to value0days
- Operator NPS0vs prior stack
The first week, we retired Monday, Intercom, and three spreadsheets. Operators stopped asking where a record was.
NEXT STEP · FOR YOUR TEAM