Each order passed through several departments before it reached the customer: sales, then design and manufacturing, then installation. The status of each order was spread across separate spreadsheets and phone calls, so it was hard to tell which stage it had reached or why it was delayed.
The installation teams worked at customers’ sites with no single way to receive their tasks and record the work they had completed, while maintenance requests after handover arrived through scattered channels that were hard to track.
02
What we built
Together with the factory team, we started by analyzing the order journey, the production stages, and the rules for moving between them. Then we built a web system where branch management and head office manage orders and customers, and that tracks each order through the production stages, defining who is responsible for each stage and what has to be completed before the order moves on to the next one.
We also added a mobile app where technicians receive installation tasks and update each task’s status on site, and a portal where customers send support requests after handover. Each request reaches the relevant team, linked to the original order.
Modules
Orders
Production stages
Installation tasks
Support requests
Reports
03
How we worked
01
Understanding the order journey
Sessions with the sales, production, and installation teams to map the order’s path as it actually ran and to identify where delays occurred.
02
Defining the business rules
Documenting the production stages, the conditions for moving between them, and each role’s permissions, before designing any screen.
03
Building in stages
Delivering the order and production system first, then the technicians’ app, then the support portal, reviewing each stage together with the factory team.
04
Launch and follow-up
Training users and migrating the existing data, then supporting day-to-day operation and improving the system based on actual use.
04
The outcome
Management can now see, from a single screen, which stage each order has reached and who is responsible for it, instead of tracking it through spreadsheets and calls.