Intake and request handling
Services
What I build for you
Five kinds of system, organised around the problem you have rather than the technology I use. Most engagements are one of these, with a second added once the first is running.
Operations systems
01 of 5
One internal system that runs the day-to-day: intake, assignment, status, records.
You need this if
- Work lives in spreadsheets, inboxes and a group chat
- Nobody can say what is in progress without asking
- The same information is typed into three places
01
02
Assignment and status
03
Records and documents
04
Role-based access
05
HR, learning and client portals
Workflow automation
02 of 5
Follow-ups, routing and reminders that happen because an event fired, not because someone remembered.
You need this if
- Leads or requests go cold before anyone replies
- Hand-offs between tools are done by hand
- Reminders depend on a person’s memory
01
Event-driven workflows (n8n)
02
Webhooks into the tools you already pay for
03
AI steps where a judgement call used to need a person
04
Escalation and chase schedules
05
Monitoring and retries
Scheduling and tracking
03 of 5
Bookings, rosters and live status that customers and staff can see without calling.
You need this if
- Booking happens by phone during office hours only
- Shifts, jobs or deliveries are tracked on paper
- Customers call to ask where things are
01
Online booking with real availability
02
Rosters, shifts and capacity
03
Geo-verified check-in and checkpoints
04
Public status and tracking pages
05
Reminder and recall engines
Dashboard and reporting systems
04 of 5
Live views built from real records, so decisions stop lagging reality.
You need this if
- Reports are assembled by hand at month-end
- Management is deciding on last week’s numbers
- Each team keeps its own version of the truth
01
Live operational dashboards
02
Role-based views
03
KPI tracking from real records
04
Client-facing status dashboards
05
Scheduled reports
Integrations and internal tools
05 of 5
The tools you already use, connected — and the small internal tools that retire the last spreadsheets.
You need this if
- Data is re-keyed between systems
- One important process still runs in a spreadsheet
- A vendor tool almost fits, but not quite
01
CRM, accounting and payment integrations
02
Document capture and e-signature
03
Small purpose-built internal tools
04
Data sync and migration
05
Legacy system bridges
By sector
10 reference blueprints
Every trade leaks work in its own places.
These are reference architectures — where the work breaks in each sector and the system that fixes it. Not client case studies; those are on the work page.