Representative solution scenario · S1
Replacing spreadsheet-based operations
Internal platform
Starting situation
A growing operations team manages requests through a shared spreadsheet, an inbox and a messaging group. Each team keeps its own copy of the tracker.
Operational friction
- Requests are lost between the inbox and the tracker
- Approvals happen in chat with no record
- Several versions of the same spreadsheet disagree
- Weekly reporting is assembled by hand
Proposed system
A web-based operations platform with a single request intake, configurable approval chains, a shared record for every item and live reporting.
Architecture outline
Experiences
Request intake form · Team work queues · Manager approval view
Operations
Workflow and approval engine · Shared record store · Notifications
Intelligence
Operational dashboards · Ageing and bottleneck alerts
Foundations
Managed cloud hosting · Email and calendar integration · Spreadsheet import for migration
Assurance
Role-based access · Audit history · Automated backups
Technologies that may be used
Expected categories of improvement
- Fewer lost or duplicated requests
- Traceable approvals
- One current record
- Reporting without manual assembly
