Custom systems

A custom system is the application where the company’s process runs. It brings into a single set of records what is now spread across spreadsheets, messages and folders, and organizes the work in stages, each with an owner, a deadline and what must be approved before it moves forward.

Each person sees what they are responsible for and changes only what their role allows, and every change goes into the history with author and date. Clients, suppliers and partners follow progress and send documents through a portal connected to the same records. When the company sells through the system, the price list and exceptions are stored in it, and the company can edit them itself.

The system connects to the ERP, accounting and payment provider the company already uses, and the contents of the spreadsheets are imported and checked before going live. It fits a company that still manages its work in spreadsheets, and one whose legacy system no longer keeps up with its operations.