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
Internal system
Internal reporting for a grant-funded organisation
A concept example of replacing a recurring, hand-assembled reporting pack with generated reports built on consistent definitions.
Concept example
This is an illustration of an approach, not a delivered client project.
Technology
- PHP 8
- MySQL
- Scheduled generation
- Data definitions layer
The challenge
Reporting to a board and to funders happens quarterly and takes days. Numbers are copied between systems and spreadsheets, definitions differ slightly between reports, and an error found late means redoing the chain.
The solution
Definitions are captured once, data is read from the systems that own it, and each report is generated in the format its recipient needs. The manual work moves from assembling numbers to reviewing and commenting on them.
Outcome
A concept example. No time or cost savings are claimed here — the point is that a definition should exist in one place, and a report should be a view of data rather than a document assembled by hand.
More examples
Booking and resource platform
A concept example of scheduling people, rooms and equipment under rules that a generic calendar cannot express.
Concept example