Software · 2026
Business Management Software
An internal operations concept replacing a stack of spreadsheets with a single system covering quotes through invoicing.
Overview
An internal operations concept replacing a stack of spreadsheets with a single system covering quotes through invoicing.
Challenge
Duplicate data entry across spreadsheets made job status unreliable and month-end reporting manual.
Approach
We mapped the existing workflow end to end, then modelled it as one record moving through defined states.
Solution
Role-based workspaces for sales, operations and accounts, with shared records, audit history and exportable reporting.
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