Example solutions · Demonstrations
Professional services
Illustrative applications with fictional records. These are examples of the problems we can help solve, not delivered customer projects or production software.
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Professional services
The problem
Proposals, project progress and billing are tracked separately, making it difficult to know what is ready to invoice.
A more connected process
Connect the proposal to the project, its tasks and recorded time. Make the handover from delivery to billing easier to follow.
Try completing the highlighted task to see the next action. This small demonstration illustrates a handover; it does not save records or connect to external systems.
An example of a connected process
- Lead
- Proposal
- Project
- Time / expenses
- Invoice
| Project | Owner | Next action |
|---|---|---|
| Process review | Alex | Approve proposal |
| Customer portal | Sam | Review milestone |
| Service redesign | Jordan | Prepare invoice |
Review the proposal
Illustrative interface · fictional records · changes stay in this demonstration
Watch the short walkthrough
Silent walkthrough: Review the proposal. Completing this step moves the workflow forward to “Set up project tasks”. Reset returns to the original state. All records are fictional.
A useful first conversation
What would you like to improve?
A 30-minute conversation about your business, the problem you are trying to solve and whether software or AI could help. No project specification needed.