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Custom platform

Case management for a professional services team

A concept example showing how a shared inbox, a spreadsheet and a folder structure can become a single system with owners, states and history.

Concept example

This is an illustration of an approach, not a delivered client project.

Technology

  • PHP 8
  • MariaDB
  • Role-based access
  • Audit trail

The challenge

Work arrives by email and is tracked in a spreadsheet that several people edit. Nobody can answer “what is the status of this case?” without asking a colleague, and deadlines are visible only to the person who remembers them.

The solution

One record per case with an owner, a state, a deadline and a complete activity history. Email is still where clients write, but every message is attached to a case. Roles decide who can see and change what, and the overview screen is the daily working surface rather than a report.

Outcome

This is a concept example rather than a delivered engagement, so no performance figures are quoted. The design goal is simple: any team member can answer a status question in one screen, without asking anyone.

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