Operational systems delivered in real environments

Operational challenge

Companies often have dashboards, project tools, CRM, meetings, data exports and AI experiments, but no execution layer that connects company data, decisions, responsible owners, tasks and measurable follow-through.

System architecture

We built Planerix as a multi-tenant AI execution platform with Core, Analytics and AI layers: organization and workspace management, projects, tasks, OKRs, KPIs, calendar, CRM context, analytics marts, AI insights, recommendations, RAG and n8n automation workflows.

• Multi-tenant organization and workspace architecture
• Projects, tasks, OKRs, KPIs and responsibility scopes
• Calendar, meetings and execution follow-up
• CRM and customer context
• Raw, staging, warehouse and semantic analytics layers
• AI insights, RAG, recommendations and automation agents
• Google, marketing, finance and custom integrations
• Enterprise web, API, landing, iOS and observability surfaces

Operational impact

Planerix is a production AISOLUTIONS platform with a real backend, tenant data model, enterprise web app, AI runtime, integrations, deployment gates and product documentation that can support demos, pilots and staged enterprise rollout.

Operational challenge

A 19 L water delivery business cannot run reliably from a landing page and manual chat. It needs connected order intake, customer accounts, subscriptions, delivery slots, route planning, courier execution, warehouse stock, bottle returns, deposits, support and finance visibility.

System architecture

We built the WODAO operating infrastructure: public landing and quick-order path, customer web cabinet, admin control tower, canonical backend API, route-engine, worker, scheduler, webhook ingestor, PostgreSQL domain model, warehouse accounting, customer iOS app and courier iOS app.

• Admin panel for CRM intake, customers, orders, routes, couriers, zones, pricing and finance
• Warehouse model for products, lots, reservations, movements, procurement and fulfillment batches
• Route planning, courier assignment, stop ordering, ETA support and route capacity controls
• Courier mobile app for shift execution, stop details, proof photos, chat and empty bottle capture
• Customer mobile app for onboarding, catalog, orders, subscriptions, addresses, profile and support
• Customer web cabinet for account, checkout, subscription, orders, wallet and support workflows
• Deposit ledger, bottle return liability and delivery confirmation model
• Scheduler, worker jobs, notifications, webhooks, monitoring and production release runbooks

Operational impact

WODAO demonstrates our ability to build the full operational backbone of an operations-heavy business: customer acquisition, checkout, recurring billing, admin operations, warehouse control, courier execution, returnable assets, analytics and production reliability.

Operational challenge

Requests came from the website, messengers, email and social channels. Managers copied information manually, follow-ups were inconsistent, and the owner could not see which channel actually created qualified pipeline and revenue.

System architecture

We designed one intake workflow: every request is captured, classified, assigned to a manager, added to the CRM pipeline, enriched with source data and connected to follow-up reminders and reporting.

• Unified lead intake
• CRM pipeline redesign
• AI request classification
• Manager assignment rules
• Follow-up reminders
• Channel performance dashboard
• Owner notification flow
• Team launch documentation

Operational impact

The sales process became visible and repeatable. Every request has an owner, the next step is clear, and management can compare channels by pipeline and outcome.

Operational challenge

Sales, marketing, finance and team workload were tracked in separate systems. Weekly reports required manual spreadsheet work and still did not answer the owner's key questions about revenue, bottlenecks and what to do next.

System architecture

We connected the main data sources, defined the KPI model, created a reporting database and built dashboards for sales, conversion, revenue, workload, profitability and channel efficiency.

• CRM and finance data connection
• Marketing source mapping
• KPI model
• Reporting database
• Owner dashboard
• Manager dashboard
• Automated data refresh
• Data quality checks

Operational impact

Management moved from delayed manual reporting to a live dashboard that shows what is happening and where attention is needed.

Operational challenge

Salons, studios and clinics need one system for appointments, clients, masters, services, rooms, stock, loyalty, finance and permissions. When these areas live separately, owners lose control over repeat visits, staff load, service quality and revenue.

System architecture

We shaped CRM Beauty from the VEANSAAS architecture: a React admin application backed by microservices for auth, users, customers, company units and notifications, with API gateway routing, PostgreSQL schemas, Redis/RabbitMQ runtime and modules for salon operations.

• Clients, import, client detail and visit context
• Appointments, records, calendar and schedule management
• Staff, masters, studios, locations and spaces
• Services, categories, attributes and pricing
• Inventory and stock pages
• Loyalty programs and repeat-client workflows
• Finance, dashboards, reports and analytics
• Role-based permissions for pages and business actions

Operational impact

CRM Beauty becomes a credible vertical SaaS foundation for service businesses: one admin workspace, clear domain modules, controlled access, service catalog, operational calendar, stock and owner analytics.

Operational challenge

Tasks, deadlines, responsibilities and reports lived in different tools. Managers spent too much time asking for status instead of managing priorities, risks and decisions.

System architecture

We created a planning workflow with task ownership, statuses, deadline control, notifications, management dashboards and a simple operating rhythm.

• Task management
• Responsibility mapping
• Status workflow
• Deadline control
• Team notifications
• Process templates
• Operational dashboard
• Progress reporting

Operational impact

The team gained a shared operating rhythm: priorities are visible, delays surface earlier and managers can track progress without manual status chasing.

Operational challenge

Order statuses, inventory, supplier handoffs and customer messages required manual updates across several tools, creating delays and support pressure.

System architecture

We designed an order workflow that synchronizes statuses, automates notifications, updates operational records and gives the team visibility into fulfillment.

• Centralized order management
• Automated status updates
• Inventory synchronization
• Supplier handoff flow
• Customer notifications
• Return processing logic
• Fulfillment dashboard
• Operational alerts

Operational impact

The order lifecycle became more predictable, with fewer manual updates and clearer visibility from purchase to delivery.

Operational challenge

A growing consulting team needed one view of client relationships, proposals, project stages and billable work across partners and consultants.

System architecture

We structured a CRM around client relationships, proposal stages, project handoffs, time capture and revenue forecasting.

• Client relationship management
• Proposal pipeline
• Project handoff workflow
• Time tracking integration
• Contract records
• Revenue forecast
• Partner dashboard
• Management reporting

Operational impact

Partners gained a shared view of active opportunities and projects, with better control over follow-ups, workload and forecasted revenue.