Operations, requests and reporting on one source of truth
About the client
Litch Consulting works in modelling and data analytics. The engagement covered both the public site and the console the team runs on internally.
The brief
Replace work tracked across separate documents with one console: requests raised, invoices against them, and reporting drawn from the same records rather than re-keyed.
The screens
Step through the product the way the people using it see it. The product screens use sample data, so no client records are shown.
Dashboard
Open requests, invoiced, paid and outstanding, what needs action, the request pipeline, and billed against collected.
The public site
In motion
The approach
A single data model underneath the whole console, so a request, the invoice raised against it and the figure that appears in a report are the same record read three ways. The interface is laid out around that rather than around a set of unrelated screens.
How it fits together
For prospective clients
Requests, invoices and reports
One data model: a request, its invoice and its report figure are one record
Requests, invoices and clients
Clients in this space expect numbers to look serious. Soft or overly colourful design makes them doubt the work. The current look matches the seriousness of the data.
What we did
- Public site build
- Internal dashboard with requests and invoices
- Reporting drawn from live records
- Responsive layouts at desktop, tablet and phone widths