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Sample case study. This page uses illustrative content to demonstrate the case study layout. It is not client work - replace it with a real project in src/data/projects.ts.

Professional Services

Operations platform replacing spreadsheets

An internal platform for jobs, scheduling and invoicing with AI-assisted document processing.

Client
[Client name]
Industry
Professional Services
Services
Custom Software, Workflow Automation, AI Integration
Technology
React, TypeScript, Python, PostgreSQL, OpenAI APIs

01

Overview

A services business ran its operations across a dozen spreadsheets and email threads.

02

The challenge

Information was duplicated, errors were frequent and managers had no live view of the business.

03

Objectives

  • One source of truth for operations
  • Automate repetitive admin
  • Real-time reporting for managers

04

Strategy

Model the business's real workflow first, then automate the steps people repeated most.

05

UX/UI process

Process mapping sessions with each team shaped role-specific views of the same data.

06

Development

A web platform with scheduling, invoicing, integrations and AI extraction from incoming documents.

07

Final solution

A single operations platform that replaced spreadsheets and automated routine admin.

  • [ADD SCREENSHOT 1]
  • [ADD SCREENSHOT 2]
  • [ADD SCREENSHOT 3]

Results

Admin hours saved
[ADD PROJECT RESULT]
Invoicing errors
[ADD PROJECT RESULT]
  • Custom Software
  • Workflow Automation
  • AI Integration
  • React
  • TypeScript
  • Python
  • PostgreSQL
  • OpenAI APIs

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