Workflow
Whatever your operation needs to run well, built on the systems you already have. Most of it falls into six kinds of work.
Six kinds of work
Most of what we build falls into one of these.
Internal tools
The screens your team uses all day, built for the way the work is done. They replace the spreadsheet, the shared inbox and the paper form that grew into a process.
For example
- A receiving screen that checks a delivery against the purchase order as it comes in.
- An order-exception queue that shows who is holding what, and why.
- A scheduling board the office and the floor both see.
Integrations between systems
Your ERP, your accounting system and your shipping tool each hold part of the picture. We connect them so data is entered once and the same numbers show up everywhere.
For example
- Invoices created in accounting the moment an order ships.
- Customer and pricing changes pushed from the ERP to the quoting tool.
- Results and notes posted back to the scheduling system on their own.
Customer and partner portals
A place where your customers, suppliers or referring offices can see status and submit what you need without a phone call. It reads your live data directly.
For example
- Order status, documents and reorders for customers.
- An intake form a referring office fills in once.
- Supplier confirmations and delivery dates.
Workflow automation
The steps someone does by hand every day because no system does them: the chase, the check, the re-key. We automate the routine path and route the exceptions to a person.
For example
- Matching purchase order, receipt and invoice, with only the mismatches surfaced.
- Authorization follow-ups scheduled and logged on their own.
- A daily schedule built from orders, capacity and staffing.
Reporting from your own data
Numbers pulled straight from the systems where the work happens. One place to see how today went and where it went wrong.
For example
- Fill rate, on-time shipments and backorders by customer, updated through the day.
- Scrap and rework by line and shift.
- Days to collect by payer, with the stuck items listed.
Mobile tools for the floor and the field
Work that happens away from a desk needs software that fits in a hand. Simple screens, large targets, nothing to retype when the person gets back.
For example
- Inventory counts and bin moves from a phone in the aisle.
- Quality checks and maintenance logs entered at the machine.
- Proof of delivery and exceptions from the truck.
Your systems
Built on what you already run.
We connect to the ERP, the accounting system, the email and the spreadsheets you already have. We replace nothing you don't want replaced.
Connect first.
Most of what we build sits next to your ERP, accounting system and email, and fills the gap between them.
Your data stays where it is.
We read from and write to the systems you already trust. There is no second copy of the truth to keep in sync.
Replace only when you ask.
If a system has outgrown its welcome, we can replace it. That is your call, made with the numbers in front of you.
Every build runs the same way: scoped in writing, an early version in weeks, launched with your team, then kept running.See how we work →
Not sure which one you need?
That is what a Discovery is for. Tell us how the operation runs and we will tell you what we would build first.