Small & medium enterprise
SME Business Management Portal
A single internal system covering clients, jobs, invoicing and staff activity for a services business.
Illustrative interface sketch — not a screenshot of a live customer system.
Problem
Records are spread across spreadsheets and messaging apps, so nobody can say what work is outstanding or which invoices are unpaid without asking around.
Solution
One internal portal that holds clients, jobs, invoices and staff activity in the same place, with role-based permissions deciding who sees and changes what.
Deliverables
- Client and contact register with activity history
- Job and task tracking with assignment and status
- Invoice generation and payment status tracking
- Role-based access for owners, managers and staff
- Management dashboard with outstanding work and receivables
Designed to achieve
Built so the owner can answer “what is outstanding and what is unpaid” from one screen, and so no job or invoice depends on one person’s spreadsheet.
Design intention, not a measured result. We publish no performance figures we cannot evidence.