2024
Process Management Tool
Agency Client Project
Tech Stack
Description
I built an internal workflow management system for our property management call centre client that had previously relied on spreadsheets and emails to coordinate their complex customer onboarding process. Onboarding a new customer triggered 42 tasks across several departments and 6 scheduled appointments with their own checklists, making coordination time-intensive and difficult to track centrally.
I designed and deployed a Directus-based system that automated task assignment, status tracking, and cross-departmental notifications. The platform now serves 20-30 staff members and has successfully onboarded over 17 customers, with later extensions added to support their recruitment workflows - including applicant scoring and automated email communications.
What I built
- Designed a relational database architecture for customers, tasks, appointments, and time-based reminders
- Implemented automated workflows using JavaScript and CRON jobs for task routing, status updates, and scheduled notifications
- Integrated WordPress Forms via webhooks to ingest customer and applicant data with automated type mapping
- Connected Microsoft Teams via webhooks to send notifications and coordinate across departments
- Extended the system with recruitment capabilities including automated applicant scoring and email notifications