The challenge
A public-sector agency was managing thousands of cases a year across 14 spreadsheets and several shared inboxes. Handovers were lost, audit requests took weeks to answer, and nobody could say how long a case really took.
Our approach
We mapped the full case lifecycle with front-line staff, then built the smallest version of the platform that could replace the most painful spreadsheet first.
- Role-based workflow for intake, review, approval and closure
- Full audit trail on every case, exportable on demand
- Migration of historical records with validation reports for each batch
The results
- Pilot live in six weeks from kickoff
- All 14 spreadsheets retired within four months
- Audit requests answered in minutes rather than weeks