In-house project · Tailor-made tool

tuesday

Projects, payment terminals and contracts in one place – a tailor-made tool that replaced an off-the-shelf solution and mirrors a whole team’s daily work.

In-house project

An off-the-shelf solution wasn’t enough – so a tool was built that fits the workflow exactly.

The starting point

A business managed hundreds of payment terminals, ongoing customer onboardings, annual contracts and team planning with standard tools, spreadsheets and email. Every piece of information lived somewhere else: who is looking after which project? Which terminal is with the customer, and which one is long overdue? Who is on call next week – and does that clash with their holiday?

The build

A bespoke tool that mirrors exactly this workflow – either as a table or as a Kanban board, where a project moves from onboarding through to “done”. Alongside it: a terminal inventory with a clear return process and an automatic reminder after 30 days, management of the annual contracts, a holiday and on-call planner that spots clashes by itself, a customer portal for appointments and onboarding, and a dashboard with the key figures.

The benefit

Instead of scattered spreadsheets, a clear overview: the status of every project is visible at a glance, overdue devices flag themselves, and the on-call rotation recalculates automatically when someone drops out. The tool replaced the previous off-the-shelf solution entirely.