Work is spread across spreadsheets and messages
Bring agreed records, statuses, and actions into an application designed around the process.
Turn an internal process or spreadsheet workflow into a browser application. Give users a clear place to find information, carry out a task, and see what happens next.
Bring agreed records, statuses, and actions into an application designed around the process.
Create a portal with the information and actions appropriate to each account.
Build dashboards and interfaces using the data sources and measures agreed for the project.
Try a project portal with a dashboard, request management, a task board, and an activity feed. Create a sample request, update its status, and see the connected views change.
This browser demo uses sample records. User accounts, a database, access rules, and live integrations are designed around the requirements of a deployed application.
Try the Project PortalYes. A first version can focus on one useful workflow with clear acceptance checks. Further capabilities can be scoped after the initial process has been reviewed.
It can, where the workflow benefits from shared records, access rules, or a more guided interface. The existing spreadsheet and calculation logic need to be reviewed first.
Source files, deployment details, configuration, and operating guidance are agreed as part of the project. Training and ongoing support can also be scoped.
Share the process you want to improve, who will use the application, the records involved, and the tools or data sources it needs to connect to.