Production CRM
Acuova
Unstructured notes in, structured requirements out.
A search desk produces a mountain of small obligations, and almost none of them are the job. So instead of working harder at the admin I rebuilt how the work moved. Every person and every search carried a status, and the status queued whatever happened next. Follow up went out without me. Documents drafted themselves from templates. Mail and calendar filed themselves against the right record. Role based logins, so people saw what they were meant to see and nothing else.
I designed it and built all of it by directing AI, then ran a real business on it every day for a year. The walkthrough on the site takes you through one search end to end, from the kickoff call to the placement.
