Client portals, dashboards and database-backed tools for businesses and organisations with repeatable admin work. Vertygo starts with the people and process so the system has a useful job from its first release.
Before building, decide where work starts, who acts on it and how you know it is complete. Clear ownership and linked records matter more than filling a dashboard with features.
Give users access to the information and actions relevant to them. Define what each account may see, upload or approve before choosing the screens.
Use structured records for work currently scattered across spreadsheets and emails. Filters and status views should help the person carrying out the task.
Enquiries, quotes, approvals and invoices can form a connected workflow. I agree which actions are automatic and which need deliberate review.
Define the question a report should answer before collecting more data. Exports and summaries can support everyday decisions without turning every metric into a target.
A custom system is worth considering when the same task creates delays, duplicated information or uncertainty. Vertygo’s own client portal provides a practical example of project files, quotes, invoices and support being connected.
Agree a useful first release, then use real feedback to decide which additions are worth the cost.
Walk through a real example from start to finish.
Agree essential functions, roles and data requirements.
Build and check each connected step in a controlled environment.
Confirm the workflow works for its users before expanding it.
Web development can add a defined feature or integration. A custom systems project usually involves a wider process with several user roles, related records and actions across multiple steps.
Yes. Role-based access can be designed around the records and actions each user needs. The permissions need to be part of the agreed scope and tested with the workflow.
Yes, where the architecture supports it. Decide which data should be shared, which should stay private and how accounts and permissions are managed.
Send a real example of the process, the people involved, the records used and the biggest problem. Include any existing systems that must connect. That gives me a clearer basis than a feature wish list alone.
The BM Man & Van project includes a custom admin area for content and gallery management, alongside visitor and enquiry analytics.
View the case study →Tell me where a job starts, which people handle it and where the current process becomes difficult.