Operations / Web application / Client identity withheld
A whole practice. One shared picture.
Engagements, resources and recorded time brought into a working view of the practice.
CONNECTED PRACTICE / 01
Executive control centre
A shared picture of the practice.
| Engagement | Team | Status |
|---|---|---|
| Statutory audit | Audit team A | In progress |
| Internal controls | Advisory team | In review |
| Annual reconciliation | Audit team B | Planned |
| Practice review | Partner group | In progress |
People. Priorities. In one place.
Interface reconstruction · Client identity withheld · Illustrative data
An engagement is more than a row in a project list. It connects a client, a team, a period of work and the time recorded along the way. This practice-management application brings those relationships into the same workspace.
Give the working day a shared structure
The overview establishes the broad picture. Engagement planning brings individual assignments closer. Staff and resource views show who is part of the work, while timesheets connect activity back to a project. Each view has its own job, and each belongs to the same operational language.
Let the detail lead somewhere useful
A report is easier to interpret when the information beneath it has a consistent structure. The interface connects recorded hours, engagement context and reporting, giving people a route from an overview into the work it describes.
Design the connections as carefully as the screens
The project sits at the meeting point of interface design, application development and process thinking. The work is concerned with the relationships between people, information and next actions, as well as the individual surfaces that make them visible.
The portfolio view is an anonymised interface reconstruction with illustrative data. Client records, identities, rates and financial information are withheld.
Explore our approach to connected systems, or read about when a spreadsheet should become a web app.