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Case Study — Custom Software

Business Operations Platform

A corporate services business ran its operations across email, three spreadsheets and a shared drive. We replaced that with a single platform for request intake, approvals, delivery tracking and reporting.

Sector
Corporate Services
Engagement
Design & Build
Platforms
Web · Cloud
Status
In Production
OPERATIONS · REQUESTSINTAKE QUEUEAWAITING APPROVALIN DELIVERYREQUEST REGISTER8614207
Fig. 01 — Request register and queue states. Illustrative interface.
01 — Challenge

Work existed in three places at once

Requests arrived by email, were logged in a spreadsheet, and progressed through a chain of verbal approvals. Nobody could answer the two questions management asked most: what is outstanding, and where is it stuck.

— No single record of a request from intake to completion
— Approvals depended on individual availability
— Month-end reporting took days of manual assembly
02 — Approach

One workflow first, then extend

Rather than modelling the whole business, we implemented the highest-volume workflow end to end, put it in front of the team, and extended from working software instead of a specification document.

— Workshops to map the real process, including the workarounds
— A first release covering intake, assignment and completion
— Role definitions agreed before access control was built
03 — Build

A platform, not a form

The system carries request intake, policy-based approval routing, delivery tracking, document handling and a reporting layer reading live data. It runs on containerised infrastructure with staged environments and monitoring.

— React frontend with a Node.js API and PostgreSQL
— Role-based access across operations, finance and management
— Automated notifications replacing manual chasing
04 — Outcome

Status is now a query, not a conversation

The team works in one place, approvals leave an audit trail, and management reporting generates on schedule. Development continues under a monthly arrangement as new workflows move into the platform.

— Single source of truth for request status
— Reports generated from live data
— Ongoing releases against a shared roadmap
Stack
ReactNode.jsPostgreSQLDockerAWSCI/CD
Services Applied
Custom Software →UI/UX & Product Design →Cloud & DevOps →Maintenance & Support →
Note

Client name, commercial terms and operational figures are withheld. Interface images are illustrative reconstructions, not production screenshots.

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