Clients and cases
Bring information, documents and activity together around each client or case.
APPS/001Business applications
Your operations.
A tool of your own.
We create applications to manage customers, cases, projects and tasks in one place. A tool adapted to your business rules and responsibilities, starting with the process you most need to organise.
Work, organised.
Information in its place.
When a task moves between emails, files and spreadsheets, tracking its status and sharing context becomes difficult. We define a shared workflow for the people doing the work.
Projects and tasks
Define states, owners and steps to track the team's work.
Internal operations
Replace spreadsheets and emails with a tool built around shared data and rules.
Activity monitoring
See what is pending, what has changed and where someone needs to step in.
From everyday operations
to a shared system.
We model data and steps that already make sense for your business. The application is designed around those workflows and their exceptions.
Starting point
- People
- Processes
- Information
Business applicationOutcome
- Records
- Work
- Follow-up
A tool of your own.
A specific delivery.
These are the elements we define in the proposal. The final scope depends on your starting point and business priorities.
/001Feature and data map
We define the records the application manages, how they relate and what each role can do.
/002Screens and user journeys
We design screens for finding, creating, editing and tracking the records you need.
/003Development and integrations
We build the first version and the connections agreed with your existing tools.
/004Testing and initial data loading
We check the use cases and plan how to bring over the data you need to keep.
/005Handover and continuity
We hand over the access, documentation and guidance covered by the agreed scope. Follow-up or maintenance is defined separately if commissioned.
From scattered spreadsheets
to a shared tool.
(4)Follow a real case
We review how work arrives, who is involved and what information each step needs.
Design the workflows
We define records, statuses, screens and permissions with the people who will use the application.
Build the first version
We build the priority workflow and check its rules, connections and error cases with your team.
Bring in the data and team
We plan initial data loading, access and training, then prioritise improvements based on use.
Designed for your team.
Sustainable for your business.
Agreed scope
A custom application needs priorities and limits. We document features, user journeys and acceptance criteria before development.
Data and access
We define the profiles, actions and information each person needs, along with the planned backups, recovery and access management.
Operation and ongoing development
We define where the application runs, its recurring costs and who maintains it. Later versions are prioritised according to actual use.
Before we start.
(5)Can this replace our spreadsheets?
We can move processes that need rules, permissions or shared data into an application. First we review how the spreadsheets are used and which information is worth migrating; some sheets may remain useful.
Could it include invoicing or specialist features?
This can be assessed by defining requirements and responsibilities. Features subject to specific obligations need those conditions reviewed and a scope we can maintain properly.
Does everything have to be defined from the beginning?
We need a clear goal and scope for the first version. Further features can be prioritised after testing; changes are assessed before they are added.
Can we connect the tools we already use?
We review the integration interfaces, permissions and terms. If a connection is not feasible, we explain alternatives and their limitations before committing to development.
What happens after delivery?
We agree on hosting, support, maintenance and documentation. The proposal distinguishes operation of the delivered version from extensions and recurring services.
Engineering × Design.
For the next step.