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👋 Hey there!
My name is Scott, and I’m the founder of SimplaDocs. I have personally worked on and with Coda since 2017, and am passionate about helping teams grow into and leverage Coda as a tool for business critical functions.
SimplaDocs is a team of highly talented individuals that have served over 150 clients in various industries across the world.
We have experience supporting teams in large-scale migrations, comprehensive solution designs, change management, whole-team training and more
Jump right in to view our Customer Stories below, or explore our unique qualifications and experience with migration work and Airtable on the
Airtable <> Migration Experience
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page.

Customer Stories

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“SimplaDocs has been an incredible partner to the Qualtrics Research Services organization. They bring platform expertise, solutions focused thinking, and flexibility to every engagement. Their work has been instrumental in building tools and processes that have unlocked scalable efficiency across multiple roles and work streams within our organization.”
-Mark Masterton, Director of Research Services, Qualtrics
netflix-desktop-app

Moving from Airtable to Coda with Netflix

Context
During a seven-month partnership, SimplaDocs collaborated with Netflix to design, scope, and implement a connected ecosystem of tools and processes, enabling Netflix to scale their internal production studio operations past the Airtable solutions that were currently powering their operations
Challenges
Netflix’s internal production studio, Inc Studios, faced numerous operational inefficiencies. Tasks such as sending invoices, booking studios for contractors, and renting equipment consumed hundreds of hours of employee time. Data was scattered across disparate spreadsheets, communications were lost in emails, and equipment inventories were misaligned with actual loans.
A majority of their processes were held together in Airtable bases, but the systems no longer served them. They needed new systems that integrated more tooling and processes while not losing their data currently in their systems.
Outcomes
Streamlined operational workflows and reduced manual tasks
Centralized data management, eliminating disparate spreadsheets
Enhanced communication with integrated tools, reducing email clutter
Synchronized equipment inventory with real-time tracking
Improved efficiency in booking studios and managing contractor schedules
Significant reduction in operational hours, freeing up employee time for strategic tasks
Increased overall productivity and operational scalability
x-men

The Operations Behind the International X4 Conference with Qualtrics

Context
During a six-month partnership, SimplaDocs assisted Qualtrics in migrating and developing processes to plan and execute the international X4 conference.
Challenges
Planning the X4 conference required a dedicated team of approximately 60 individuals over eight months. Before SimplaDocs' intervention, the work was fragmented across multiple buggy Google Sheets, Slack messages, and undefined processes. The team struggled to understand how their efforts were progressing towards the conference, synchronizing data across platforms, and keeping everyone aligned with milestones and projects.
Outcomes
Successful execution of the 2024 X4 conference
Unified operational hub for all teams
Dynamic leadership dashboards displaying task and project progress
Streamlined planning processes, enhancing efficiency and coordination
Improved data synchronization across platforms
Clear visibility into project milestones and team performance
Enhanced communication and collaboration within the team
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Streamlining Research Services at Qualtrics

Context
During an ongoing four-month partnership, SimplaDocs is assisting Qualtrics in redefining how the Research Services team serves their customers at scale.
Challenges
As Qualtrics continues to scale, the Research Services team faced significant challenges in maintaining efficient and scalable systems. The manual assignment of project managers was time-consuming and prone to errors, leading to inefficiencies and delays. Additionally, there was a lack of integrated business logic to manage team coverage during employee out-of-office periods, causing disruptions in service and impacting customer satisfaction. The need to streamline processes to handle increasing customer demand while driving revenue growth was paramount.
Outcomes
Automated the assignment of project managers to teams, saving nearly 5 hours per week
Integrated business logic for coverage during employee out-of-office periods
Enhanced scalability of customer service processes
Improved efficiency in project management assignments
Increased overall productivity and operational efficiency
Boosted revenue potential through optimized resource allocation
Strengthened team coordination and coverage during absences
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