Case study

Field Operations Platform

From Excel screenshots on WhatsApp to real-time operations.

Field Operations Platform
Case 1 / 1

Field Operations Platform

From Excel screenshots on WhatsApp to real-time operations.

100+
Field workers live
0
Paper reports remaining
Real-time
Dispatch & reporting
Before
  • —Excel schedules sent as WhatsApp screenshots
  • —Paper reports, typed up the next morning
  • —No visibility into what was happening in the field
  • —Margin data that only surfaced at month-end — if at all
After
  • Instant dispatch to mobile apps
  • Digital reporting with client sign-off on the spot
  • Live operations dashboard for management
  • Task-level margin data, visible in real time

The situation

A field marketing and technical installation agency managing hundreds of field workers across multiple locations. Schedules were built in Excel. To distribute them, managers took screenshots and sent them to field workers via WhatsApp. Field reports were filled in on paper. There was no real-time visibility into what was happening, no reliable margin data, and no way to match the right worker to the right task.

The architecture

We built a multi-service system with a single database at its core — a data model shaped around the work this company actually does. The desktop application serves planners and managers: task creation, worker selection based on capability and availability, schedule generation, and dispatch. The mobile application serves the people on site: schedule receipt, task execution, real-time reporting, and digital client sign-off. Both applications connect to the same data layer, so every update in the field is immediately visible in the office.

The result

Schedules that took hours to distribute now reach field workers instantly. Paper reports were eliminated. Management got real-time visibility into operations as they happen, not after. The combination of planning and time tracking data in one system gave them margin insight they'd never had — they could see not just what was planned, but what it actually cost to deliver, down to individual tasks. The system has since been extended with additional application layers as new needs came up, without replacing the core.

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Common questions

“Could you do this for us?”

Probably — though “similar” rarely means “identical.” Every company has its own processes, data, and team structure. The architecture principles stay the same; the specifics are yours. It starts with a conversation to see if we’re a fit.

A typical shop builds what you ask for. We push back until we are sure what you actually need. Most of the value gets created before any code is written: deciding what to build, what to skip, and how it all fits together. Getting that right is what makes the code worth writing.

We integrate with all of them. For some companies the answer is “keep what works, build around it.” For others it’s “migrate to something you own.” We tell you which — based on your situation, not on which one earns us more work.

If you’d prefer an NDA before the conversation gets into the details of your situation, mention it when you reach out and we’ll work it out. For most exploratory calls it isn’t needed, but it’s something we can sort out when it matters.