Case Study: Department Automation
Requests were lost between tables and messages
Employees manually transferred data, duplicated records, and wasted time checking statuses. A heavy CRM was redundant — a simple internal tool was needed.
Automate the process, not chaos
Removed unnecessary steps before development, defined roles, and agreed on the data that is truly necessary.
Process Map
Described the application path, responsible parties, required fields, and approval points.
Dashboard
Forms, statuses, search, and a unified task list were created instead of multiple tables.
Notifications and reports
Added reminders, change history, and reporting for management.
Description is anonymized: technical details and customer data are not disclosed.
Result
- Data is stored in one place and not manually duplicated.
- Employees see the responsible person and current status of a request.
- Manager receives a report without collecting multiple files.
- The application can be expanded as processes change.
Does the department work in multiple tables?
Will analyze the process and suggest a simple internal tool with no unnecessary features.