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Category: Data

Project Tracking Software

Building Customer, Project & Workflow Tracking Software in Microsoft (Without Forcing Everyone Into a New Tool)

Why a custom tracker inside Teams works better Off-the-shelf systems promise to “fit every firm”. In reality, most professional practices end up bending their process to match someone else’s product. A lightweight, custom tracker built with Power Apps and Dataverse inside…

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AI and Data

The Unified Data Hub & AI Insights: Making Emails, Files and Chats Instantly Useful (and Safe)

The problem we all recognise Service firms don’t suffer from a lack of information; they suffer from information that’s everywhere at once. A client update can be split between three email threads, a couple of chat messages, and a folder named…

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