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Selected projects and product work

What was built, and where a person still decides.

Client names and figures are withheld. Each note states the problem, what the system does now, where a person decides, and whether we built it, scoped and reviewed it, or it is a product of a separate company our founder co-founded. The pictures are schematics, not screenshots.

Booking, member and customer systems

A timetable, a member list, and the money around them.

What we check before building one of these is set out on the booking and member systems page.

Health clinic · Online booking

Online booking with deposits, and follow-ups that survived a platform change

Built by usIn use
Before
The clinic's booking tool could not pass booking details to other systems, so intake forms and review invitations could not be triggered automatically.
Now
We built booking with deposits and practitioner rosters into the clinic's website, then moved bookings to a product its staff preferred while keeping the connection for follow-ups.
Who decides
Staff mark each appointment attended or missed and collect the remaining payment.
Schematic: a clinic day sheet with three practitioner columns, deposits paid and one no-show flagged. DAY SHEET PRACTITIONER 1 PRACTITIONER 2 PRACTITIONER 3 8:00 9:00 10:00 11:00 12:00 Booked Booked Booked Booked Booked Booked Booked Booked Booked Booked Booked No-show Deposit paid Deposit paid Deposit paid Deposit paid Deposit paid Deposit paid Deposit paid Deposit paid Deposit paid Deposit paid Self-reschedule Open Open Open
Schematic, not a screenshot

Wellness retreat · Membership

Tiers, prepaid balances and vouchers on one member record

Built by usIn use
Before
Memberships and vouchers were sold at the counter and online, with no single record of who was a member or what they had prepaid.
Now
One member record holds tiers, balances, vouchers and marketing consent. The system reads upcoming bookings and sends the matching form before each visit.
Who decides
The owner approves every campaign before it goes out.
Schematic: a member record with tier, prepaid balance, vouchers, consent and a renewal flag. MEMBER RECORD GOLD TIER RENEWAL DUE PREPAID BALANCE VOUCHERS CONSENT Member A Intro session Gift voucher Email yes · SMS no Unused Redeemed
Schematic, not a screenshot

Private tuition · Scheduling

Lesson slots, prepaid packs and balances on one calendar

Built by usIn use
Before
Lesson bookings, payments and prepaid balances were tracked separately, so it was hard to see who owed money or who was about to run out of credit.
Now
Lessons are booked into empty calendar slots and repeat weekly. The system tracks credits bought and lessons used for each prepaid pack.
Who decides
The teacher confirms each bank transfer and decides when a late cancellation is charged.
Schematic: a weekly lesson calendar with a recurring slot, one bookable gap and a credits ledger. TERM VIEW MON TUE WED THU FRI WK 1 WK 2 WK 3 WK 4 CREDITS BALANCE Lesson Lesson Lesson Lesson Click to book + Pack – Lesson – Lesson
Schematic, not a screenshot

Care workforce · Shift platform

Shifts published by providers, claimed by workers on their phones

Product scoping and reviewIn use
Before
Care providers filled vacant shifts by phone and checked compliance documents by hand.
Now
Providers post shifts on a calendar, including recurring ones. Workers accept or decline from a mobile web app, mark when they are unavailable, check in on site and submit timesheets. We defined the requirements and reviewed delivery; the client's own development team built the platform.
Who decides
Providers shortlist and hire, and timesheets pass through named approvers.
Schematic: a care worker's phone listing available shifts with accept and decline buttons. CARE WORKER APP Shifts available Morning · Site A Afternoon · Site B Night · Site A Accept Decline Accept Decline Accept Decline Unavailable: Sat
Schematic, not a screenshot

Connecting systems and reporting

Systems that already exist, made to agree.

Specialty retail · Several stores

Sales, stock and payroll records made to agree

Built by usIn use
Before
Sales, stock and payroll records were held in separate tools, and order history was slow to retrieve.
Now
A central database combines in-store and online orders, produces the weekly sales, reorder, picking and labour reports, and flags roster discrepancies for payroll review.
Who decides
Procurement decides what to buy. Payroll staff review every flag before pay is keyed in.
Schematic: a stock table across stores and warehouse with one empty line feeding a reorder report. STOCK BY LOCATION PRODUCT A PRODUCT B PRODUCT C Store 1 Store 2 Store 3 Warehouse Empty Reorder report → procurement
Schematic, not a screenshot

Training and education · Enrolment

Enrolment, attendance and pay from one record

Built by usIn use
Before
Enrolment, class rolls and staff timesheets had grown into separate spreadsheets that had stopped agreeing with each other.
Now
Recurring courses generate their class slots automatically. The enrolment, the roll and the hours a teacher is paid for are drawn from the same record.
Who decides
Teachers record attendance and hours; office staff check the record before payroll.
Schematic: a weekly course expanding into class slots, a roll with attendance marks, and teacher hours checked before payroll. COURSE CLASS SLOTS ROLL Course · weekly Student A Student B Student C Present Present Absent Teacher hours → payroll Logged Checked by office Payroll Hours reach payroll only after the check
Schematic, not a screenshot

Real estate · Listings website

Listings synced from the agency's client management system every night

Built by usIn use
Before
The agency's website was hosted inside its client management system and had fallen behind.
Now
The site pulls listings from that system overnight, saves enquiries, and redirects old article links to their new pages.
Who decides
Agents decide what is featured by ticking it in their existing system. Buyer and rental alerts were deliberately left there.
Schematic: an agency CRM syncing nightly to a website with buy, rent and sold pages, one listing featured. LISTINGS FLOW BUY RENT SOLD Agency CRM Nightly sync Website Featured Alerts stay in the CRM The website only publishes what the CRM marks public
Schematic, not a screenshot

Financial advisory · Automated assistant

A morning brief when a follow-up is due, and no client email sent without a yes

Built by usIn use
Before
Client records, email and follow-up tasks were held separately, and follow-ups depended on memory.
Now
A private, automated assistant reads the adviser's mailbox and calendar and sends a morning brief when a follow-up is due or a deadline is approaching. When nothing has changed, it says nothing.
Who decides
No email to a client leaves without the adviser's explicit confirmation, and anything written to a client record can be undone.
Schematic: a morning brief message above a drafted email that waits behind a confirm-to-send gate. ASSISTANT DRAFT EMAIL NOT SENT Morning brief Client quiet Commitment due Deadline near Confirm to send
Schematic, not a screenshot

Document processing and review

Work prepared by the system, judged by a person.

Accounting practice · Business activity statement review

Every flagged item links to the transaction behind it

Built by usIn staff testing
Before
Activity statements were reviewed by hand against a checklist, with reports exported from the ledger one at a time.
Now
Staff are testing a system that prepares review findings from ledger data with read-only access. Each finding links to its source transaction and is written into the checklist the firm already uses. It runs in the firm's own cloud environment, and the firm has not yet formally accepted it.
Who decides
Staff mark each finding as agree, disagree or need more information. Judgement and lodgement stay with the firm; the system cannot change the books.
Schematic: a read-only list of transactions to revisit, each with agree, disagree and need-info buttons. ITEMS TO REVISIT READ-ONLY · NO LODGEMENT Transaction · coded twice Transaction · no receipt Transaction · wrong period Transaction · private use AgreeDisagreeNeed info AgreeDisagreeNeed info AgreeDisagreeNeed info AgreeDisagreeNeed info
Schematic, not a screenshot

Recruitment · Document checks

Candidate documents checked before a person reviews the file

Built by usIn use
Before
Roles with eligibility and certification requirements meant every candidate arrived with paperwork, and most of the effort went into chasing it.
Now
The system reads applications against the role's criteria, asks candidates for what is missing, and checks the documents that come back.
Who decides
Anything it cannot confirm goes to a person. It prepares the file; it does not decide who is hired.
Schematic: a candidate file checklist with verified, missing and pending items, handed to a person for review. CANDIDATE FILE Work rights Certificate Referee Verified Missing → requested Pending To a person for review The system assembles; it does not decide
Schematic, not a screenshot

Resources sector · Document search

Answers linked to the source document

Built by usIn use
Before
Years of contracts, procedures and compliance records had accumulated, and staff struggled to find the document they needed.
Now
Staff ask a question in plain language and get an answer with the source document attached.
Who decides
Staff check each answer against the attached source before relying on it.
Schematic: a question about a procedure, an answer block, and the source document it points back to. ASK ANSWER Where is the current procedure for…? Source: procedure.pdf · section Check the source first The answer is a pointer; the document is the record
Schematic, not a screenshot

Records for regulated work

A record produced as the work is done.

On every compliance build the division of labour is the same. Your advisers define the process and the retention requirements. We build the agreed workflow and record its configured steps and approvals. We do not certify that the process itself meets your obligations.

Real estate · Anti-money-laundering records

A case file with an append-only activity log

Built by usIn use
Before
New anti-money-laundering obligations arrived at an agency whose client files were spread across a shared drive.
Now
Each client has a staged case file, from client type and identity checks through to sign-off, with an activity log that can only be added to and one PDF per case for the reviewer.
Who decides
Staff assess every possible sanctions match and set the risk rating, and a reviewer signs off. The tool makes no compliance judgement of its own.
Schematic: a seven-step client onboarding stepper with the current step marked, above an append-only activity log. CLIENT ONBOARDING ACTIVITY LOG APPEND-ONLY 09:02 09:15 09:40 Client type Identity Owners Risk Sanctions Red flags Sign-off Identity documents checked Ownership chart added Sanctions screen started Entries cannot be edited or removed
Schematic, not a screenshot

Fleet operations · Compliance records and app

Compliance records flagged before they expire, with the fleet in an app

Co-founded productIn use
Before
Registrations, inspections and driver licences were tracked in spreadsheets, so somebody had to remember to look.
Now
Vehicle records, inspection evidence, expiry dates and live location sit together. Fleet managers use an iOS and Android app built from one codebase on the same records as the web system. It is a product of a separate company our founder co-founded, not a Praxis Arc client delivery.
Who decides
An inspector submits the record and a manager approves it. The system sends reminders and keeps the record; it does not decide whether a vehicle passes inspection.
Schematic: a fleet manager's phone with a vehicle on a map above a list of due compliance items. FLEET MANAGER APP DUE SOON Rego due Inspection due Licence expiring Tap to action
Schematic, not a screenshot

Happy to talk any of these through in detail, including what we would do differently. Request an initial call.