Offer 04 · Custom
When the workflow is the business, the software should fit it.
- Project fee
- Scoped per engagement
- Typical duration
- From 6 weeks
- Scope
- Fixed, written
- Approval
- Human, always
How the engagement runs
Custom Business Platforms · From 6 weeks
- The work todayThe process exists, but it is spread across inboxes, shared drives and whoever remembers.
- DiscoveryA paid session maps the current steps, handoffs and exceptions, and takes a baseline.
- Build in milestonesWork ships in visible increments with review points, so a wrong assumption is cheap to change.
- Approval gateAnything client-facing waits for a person. The gate is part of the build, not an afterthought.
- HandoverA working system in your accounts, with documentation and a session for the team.
- MeasureThe outcome is compared with the original baseline, then you decide: optimise, expand, or stop.
- The work today: The process exists, but it is spread across inboxes, shared drives and whoever remembers.
- Discovery: A paid session maps the current steps, handoffs and exceptions, and takes a baseline.
- Build in milestones: Work ships in visible increments with review points, so a wrong assumption is cheap to change.
- Approval gate: Anything client-facing waits for a person. The gate is part of the build, not an afterthought.
- Handover: A working system in your accounts, with documentation and a session for the team.
- Measure: The outcome is compared with the original baseline, then you decide: optimise, expand, or stop.
The situation
What this engagement actually changes.
- One system of record for the process, instead of three partial views
- Roles and permissions that match how the team is actually structured
- An audit trail behind every state change
- Documentation and handover, so the platform is not a black box
Best for
- Firms running a core delivery process across spreadsheets and email
- Teams that need a client-facing portal with permissions and audit history
- Businesses whose existing tools almost work, but force manual workarounds
What we need from you
- A sponsor who can make decisions within a week
- Access to the people who perform the process today
- A willingness to ship in phases rather than one large launch
Fee
Scoped per engagement
Timeline
From 6 weeks
Scope
What you get, in plain language.
Discovery & process mapping
The current process, its exceptions and the decisions the system must support.
Data model & system design
Entities, states and permissions agreed before interface work begins.
Custom portal or internal tool
A focused interface for the people who do the work every day.
Integrations
Connections to your CRM, storage, billing or communication tools.
Roles, permissions & audit
Access by role, with a record of who changed what and when.
Handover & documentation
Architecture notes, credentials in your ownership and a team walkthrough.
What is not included
Written down before we start, so it never becomes a surprise invoice.
- Ongoing hosting, inference or third-party licence fees beyond an agreed managed plan
- Features invented after scope sign-off, except through a change request
- Design work for brand systems unrelated to the platform
How it works
Discover, design, build, improve.
Discover
Understand the process before proposing a tool.
Output
A written problem statement and a shortlist of options, including the option of doing nothing.
Design
Choose the smallest system that solves the problem.
Output
A signed scope with deliverables, exclusions and a fixed payment schedule.
Build
Ship in visible increments, with your team involved.
Output
A working system in your accounts, with documentation and a handover session.
Improve
Measure the outcome, then decide what is next.
Output
An outcome report and a decision on whether to move to a managed service.
Questions
About the custom platforms.
Why not just use an existing SaaS tool?
How is scope controlled?
Who owns the code?
Related
Other engagements.
Next step
Start with custom platforms.
A 30-minute call to confirm the scope, the timeline and whether this is genuinely the right first step.
No obligationFixed scope, fixed feeApproval stays human
See how engagements run