Systems in use
Work
Three live systems. Client names stay off this page until each client agrees.
Email triage
Before
Requests from one of the group’s business customers arrived in a shared mailbox, and the mailbox was the to-do list. Sorting it took staff two to six hours a day.
What we built
A mail desk inside the client’s Microsoft account. It turns each conversation into a ticket with an owner, a status, and a target date, sorts it into one of 29 categories, and routes it. Staff reply from the ticket and sign in with their Microsoft accounts. Each person gets a dashboard, and so do the executives.
What happened
It classifies mail correctly more than 90% of the time. We audited about 55 client requests and found one that had been missed, and it shipped the same day. More than 2,100 automated tests run before any change goes live. Automatic replies run in shadow mode until the client switches them on.
Owner’s dashboard
What we built
A private site behind a sign-in, rebuilt every night: a three-week calendar for both of the firm’s brands with a log of every change, sale-day sheets, a one-page activity report for each listing from web analytics, a marketing page, QR codes, and a view for the office TV. It reads public pages only.
What happened
The first nightly run produced 84 listings and 86 reports. It went live in September, so there are no business results to report yet.
Booking system
What we built
A public site with a live availability calendar and booking requests, deposits by Venmo, Zelle, or Square, and an app that sends the three captains push and email alerts. The database rejects any booking that overlaps another.
What happened
We built it free for friends. Real bookings came in on launch day. The clients behind the email triage and the dashboard found us through it.