Selected work / Client service operations
Client operations and service delivery system
I built a connected operating system that brings client delivery, appointments, content and team coordination into one working environment.
The challenge
Client information, appointments, content and business knowledge had grown across separate tools and habits. The business needed one working environment for daily service delivery, reporting and remote coordination.
My contribution
I designed the operating model and its supporting data, workflow, automation and collaboration layers. I also set the technical foundation, documented the ways of working and enabled the people who would use the system day to day.
What I built
The environment connects client records, appointments, reporting, content planning, tasks, meetings, documentation, partner work and remote collaboration. Role-specific views make the information usable without asking people to navigate raw databases.
Delivery at a glance
- 41data-source schemas in an operating system I designed and built
- 592client records in the system
- 5,508appointment records
- 416content calendar items