Relationship management
Meridian
A system for a wealth manager to organise contacts, track opportunities, and choose who to follow up with each morning.
In daily use, with automatic backups and protection against accidental overwrites.
Build
Software built around your workflows, with the code, data, and accounts handed over to you. Explore three working examples below.
Live examples
Relationship management
A system for a wealth manager to organise contacts, track opportunities, and choose who to follow up with each morning.
In daily use, with automatic backups and protection against accidental overwrites.
Real estate
A client portal for buyers and sellers to follow their transaction, with one dashboard for the agent’s open deals.
Dates and amounts are calculated from the contract and checked automatically.
Architecture
A drafting system that produces dimensioned drawings, elevations, and a 3D model from a single floorplan model.
The system reports errors in its interpretation of drawings. Outputs are checked again when the engine changes.
Ownership
You receive the source code, data, and access keys, with a walkthrough of the system. I can deploy it to your cloud account and maintain it for you. You can also take it to another developer.
Process
We look at how you work, what gets in the way, and what the software needs to do.
We agree the scope before development. I build, test, and secure the system around that brief.
You receive a working system, its code and data, and a walkthrough of how to use and manage it.
Optional support covers maintenance, bug fixes, and small improvements as your needs change.
Start
Describe the workflow you want to improve. We can work out what would help.