Better tools change the shape of a working day.

The challenge

A regional logistics group relied on a patchwork of spreadsheets and specialist tools to reconcile invoices, fees and shipment events. Finance teams repeatedly checked the same records, while month-end reporting depended on a few people knowing where the latest answer lived.

Our approach

We mapped the close process with finance and operations, traced exception paths and tested a shared view of shipment-to-invoice status. Short design reviews with daily users helped us keep the workflow grounded in actual handoffs.

What we delivered

A unified financial operations workspace with event-linked records, clear exception queues, role-based review permissions and an auditable status history. Data syncs were introduced in stages, with a practical fallback for records needing human review.

Project scope

Discovery, service design, product UX/UI, custom web software, integration planning.

Worked with: Finance, operations, engineering.

The challenge

Care coordinators were juggling printed notes, calls and separate schedules to prepare home visits. Important updates were easy to miss at shift change, and staff had limited time to find the latest information while away from a desk.

Our approach

We shadowed coordinators, spoke with field staff and mapped the shift handover from planning through follow-up. Low-bandwidth and one-handed mobile use shaped prototype testing and the first-release priorities.

What we delivered

A mobile-first care coordination workspace that brings a team’s schedule, visit notes, follow-up flags and handover summary into one accessible flow. Clear permission boundaries and an offline-aware review state support careful handling of sensitive operational information.

Project scope

User research, service blueprint, mobile UX/UI, custom software, accessibility review.

Worked with: Care coordination, field staff, product.

The challenge

Quotes for configured materials travelled through email, spreadsheet versions and informal approvals. Sales teams could not easily see which assumptions had changed, and managers had limited visibility into the pricing exceptions waiting for review.

Our approach

We traced quote journeys across sales, estimating and finance, then modelled decision rights and the data that needed to travel with a quote. A clickable prototype tested review controls with people responsible for fast, defensible decisions.

What we delivered

A guided quote workspace with reusable configuration steps, transparent pricing assumptions, approval thresholds and an operational dashboard for pending decisions. The release connected to the existing customer and inventory records rather than replacing them.

Project scope

Workflow discovery, product design, pricing architecture, custom software, integration.

Worked with: Sales, estimating, finance.