Example
One shared dashboard for job status.
An illustrative internal dashboard for open work, missing details, next steps, and clear handoffs across the team.
Illustrative example.
- 01 Cases
- 02 Status
- 03 Approval
- 04 Overview
One shared state instead of separate lists
For work spread across spreadsheets, inboxes, and quick calls.
This workflow fits when ongoing cases need to become visible without building a large internal tool right away.
- Useful for tasks, projects, or customer cases whose status currently lives in several lists and inboxes.
- A first version shows status, owner, blocker, and next step in one shared view.
- Should you need granular access permissions, bi-directional sync across systems, or dedicated workspaces, we will design a larger internal application.
Typical sources / tools
The status values are either read directly from your existing logs or updated via a simple data entry form.
- Spreadsheets
- Inboxes
- CRM
- project list
- manual entry
Starting Point
Work is spread across inboxes, spreadsheets, folders, chats, and memory. Everyone knows part of the status, but nobody can reliably see the whole picture.
The same questions keep coming up: what is open, who owns the next step, what is waiting for a reply, and what needs approval before it can move on?
First System
A shared dashboard gathers the relevant cases into one view. Each item gets a status, owner, next step, waiting reason, or short note.
It can start by pulling from existing sources or simply as a clean operational view. The first goal is not perfect integration. It is one status the team can refer to.
Human Approval
The dashboard makes no independent decisions regarding progress: only you or your team can actively shift a status or clear a blocker.
The system makes state visible. The team still owns the decision.
Result
Status, blockers, and next actions live in one place. The team spends less time asking and more time moving work forward.
As an initial sprint, this dashboard remains strictly focused. More complex features like granular user roles or bi-directional integrations are left for a later phase.
Possible First System Scope
We create a reliable overview for your team without replacing your current tools. The initial setup includes:
- shared status list
- status per case or task
- owner and next step
- waiting reason or blocker
- simple filters
- approval marker
- short handover note
- optional CSV import or manual entry
Not Included
To preserve the simplicity of the shared view, we exclude these advanced features from the first phase:
- full CRM or ERP replacement
- automatic decisions about completion
- cleanup of all historical records
- complex permission model
- live BI or financial reporting
- legal or commercial evaluation
Price Range
A workflow like this usually falls in the Automation sprint range: 2,500-8,000 EUR.
Automation sprintIf the current status still has to be asked for one person at a time, show me your lists and we will work out what belongs in one shared view.