Projects and workload
Project records, source documents, owners and status. Tasks, deadlines and workload views help the team identify missing information and decisions that are holding work up.
Project details in spreadsheets, attachments in email and deadlines in one person’s head? We design a shared application where people can find the information they need and understand the next step.
Based in the Czech Republic · Remote collaboration
An internal system connects people, projects and operational information. It can start with one workflow: assigning work, handling service requests or preparing documents. We choose the first scope around a clear source of delay.
We review your existing tools first. Configuration or an integration may solve the problem. Custom development makes sense when you need specific rules, relationships between records or workflows that standard tools do not cover well.
Project records, source documents, owners and status. Tasks, deadlines and workload views help the team identify missing information and decisions that are holding work up.
Generate documents from agreed fields, attach supporting files and route them for approval. We define who can edit, who approves and which version is current.
Service requests, intervention history, technician assignments and completion records. Equipment registers, QR identification or recurring checks can be added where needed.
Sales, delivery and management can have different access rights. Reports show project status, upcoming deadlines and pending tasks using agreed definitions.
Link the accepted proposal and supporting records to the project.
Assign owners, tasks and deadlines.
Record progress, attach documents and flag blockers.
Check completion and prepare handover and invoicing information.
Illustrative workflow. We adapt stages, documents and approval rules to your operations.
We walk through a real project with the people doing the work, map exceptions and permissions, and validate key screens with future users.
We agree on a bounded workflow and acceptance criteria. A pilot with a smaller group checks everyday tasks, exceptions and usability before wider adoption.
We map existing records, run a trial import and verify the results. Connected applications need clear ownership of fields and a process for handling failed transfers.
Documentation, training, access, backups and recovery verification are agreed as part of delivery. Hosting, support and future changes have explicit responsibilities.
The budget depends on workflow complexity, user roles, documents, data migration and integrations. We separate the first release from migration, operating costs and later development. Timing follows the agreed scope.
For the first conversation, bring an anonymised example project, a list of current tools, user roles and common exceptions. A finished technical specification is not required.
If customer records and opportunities are your main concern, explore custom CRM development →
Connect accounting and other established applications where their interfaces allow it. Application and API integrations →
CRM focuses on customers and sales. An internal system can also cover delivery, service, documents and operations. They can be connected, with scope based on actual needs.
No. We can begin with one complete area and define how the original tools operate during transition. A pilot and data checks help decide when to switch.
A web application can be designed for both phones and computers. Offline operation, scanning and a native mobile application are separate requirements to assess.
The first workflow, user roles, data readiness and integrations determine the plan. After design, we agree on stages and deliverables for a known scope.
Export formats, access and handover terms are agreed in the specification. Responsibilities for backups and a possible change of supplier should also be clear.
Bring your current workflow, tools and main difficulty. The first consultation is free; we will propose a useful next step.