A dependable set of records
A database model, validation rules and a migration approach built around the information your teams own and use.
Solution 02 / Connect your operations
Make the records and the workflow work together.
Turn disconnected spreadsheets, forms and systems into a useful operating platform, with clear responsibilities from the first record to the final report.
ForTeams managing applications, customers, documents and recurring work
Context photography · Sources & credits ↗
What we can deliver
A useful outcome.
A defined scope.
Choose the elements your organisation needs. The brief determines how they fit together.
A complete working journey
Staff, customer or applicant tools for receiving information, reviewing documents, managing exceptions and tracking progress.
Connected systems and reporting
Agreed integrations and operational reports, with reconciliation and visible failure handling where data moves between systems.
A system your team can operate
Role permissions, user guidance, training and an agreed plan for monitoring, recovery and maintenance.
Capture of the actual working product
Inspect a related example
TN account-opening portal
Working application-preparation portal
A bounded example of shared information, original documents and application-pack preparation brought into one connected journey.
Read the project walkthroughThis is a preparation interface. Bank review, identity checks, acceptance and account activation remain separate. A completed pack is not an opened bank account.
Before we begin
Bring the context.
- A walk-through of the current process, including the work that happens outside the main system.
- Representative forms, reports and data extracts with personal details removed.
- System owners, authorised integration documentation and the decisions each role may make.
Acceptance & handover
Agree what good means.
- Follow complete journeys, including incomplete requests, duplicates and exceptions.
- Reconcile migrated records and reports with the agreed source material.
- Check allowed and denied actions, then demonstrate handover and the agreed recovery procedure.
After the handover
Define application maintenance, monitoring, incident contacts and release responsibilities before launch. Improvements can then follow an agreed backlog and review schedule.
Scope & responsibilities
Integration scope depends on authorised access and the capabilities of each source system. Automation supports agreed decisions and keeps human review where the process requires it.
Follow the detail
A migration is complete when the records reconcile ↗Your next step
Start with what you have.
Bring one process that is difficult to run today. We can identify the records, decisions and handoffs a useful first version needs.