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Operations in One Place
A custom web platform connected to existing tools through integrations, with a reporting view built in from day one.
- Project type
- Concept work, our own brief
- Disciplines
- Web & Technology, Growth & Performance
The brief
A service business manages bookings, customer records and invoices in separate tools, copying data between them by hand. It needs one place to run day-to-day operations and a clear view of how the business is performing.
Our approach
- 01
Map the real workflow
Document how work actually moves through the team today before deciding what to build, connect or leave alone.
- 02
Integrate before rebuilding
Connect the tools that already work well instead of replacing them, and build only the parts that are missing.
- 03
Reporting built in
Design the reporting view alongside the platform, so the numbers the business cares about are available from day one.
- 04
Ship in stages
Release the most time-consuming workflow first, learn from how the team uses it, then extend.
Deliverables
- Workflow mapping and technical scope
- Custom web application
- Integrations with existing tools
- Reporting dashboard
- Staged release plan
Services involved
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