Workflow assessment
A review of the problem, the people involved, the data and the decisions the tool must support.
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Custom software for your company.
We develop custom software for tasks that today depend on spreadsheets, messages and manual controls.
Talk about an applicationABOUT THE SERVICEWhat the
What the
project includes.
Often the team needs something specific: finding information without searching several places, tracking orders, building quotes, filling in checklists or knowing what stage each item is in. We learn how the task is done today, start with the most important part and put a first version to use. Then we adjust and add features as the team uses it.
INCLUDED
What every application includes.
User access
Each person signs in with their own account and sees what they need for their work.
Desktop and mobile
Runs in the browser, with nothing to install.
Information in one place
Records with history, instead of scattered spreadsheets and messages.
Contacts from your website
Contacts from the website and WhatsApp can go straight into the application and be assigned to your team.
A quick first version
We start with the most important problem and improve with use.
Continuous improvement
Adjustments and new features as daily work shows what is missing.
DELIVERABLES
What we do in this service.
Custom application
Screens and functions for the defined flow, focused on clarity and daily use.
Data organization
Structure to look up, record and track the information the process needs.
Initial rollout
A first usable version, team onboarding and the next adjustments defined.
WHEN IT MAKES SENSEWhen this
When this
service helps.
- 01Track orders and stages
- 02Build quotes with less rework
- 03Assign and follow up contacts among salespeople
- 04Replace checklists and spreadsheet searches
GETTING STARTED
What we’ll discuss first.
- 01How the team handles the task today
- 02Examples of the spreadsheets, forms or screens in use
- 03Who will test the first version in daily work
HOW WE WORK
The project steps.
- 01
Map the bottleneck
We observe the process and pick one concrete problem to tackle first.
- 02
Design the solution
We organize screens, rules and information before we start building.
- 03
Deliver and evolve
We put the first version to use and prioritize improvements based on day-to-day use.
AFTER THESE STEPS
First version in use, with the team trained and the next adjustments defined.
FREQUENT QUESTIONS
Before we start.
Do you replace any system in the company?
We assess the problem and what already exists. Often, a smaller application solves the most critical point.
Can the application start small?
Yes. We prioritize a first version that solves a real need and allows learning.
Can it integrate with existing tools?
We analyze it case by case, considering the systems, data and access available.