Finance
A platform that integrates various systems of the business, with the ability to detect issues that signify new tasks, auto generate those tasks, allow other systems to act on those tasks - as comprehensive workflow to complete tasks.
The system
A platform that integrates to various systems of the business, for the purpose of auto generating and tracking tasks of differing purposes. When one system encounters a workflow issue - eg: due to missing client data - it registers a task in the generic task management system's registry. Other systems check the registry as part of their normal operations, and when a task is detected — eg: collect missing data from a client - they act accordingly. Once that system deems the task complete, it updates the registry accordingly, which in turn notifies the original system to retry its workflow.
What we built
A management portal to manage settings in relation to tasks
An API for systems to integrate with, to be able to register tasks in a registry
A webhook design for the system to notify the original system when a task has changed status
An API for systems to query to determine whether outstanding tasks exist for them to act upon.
Portal provides extensive reporting, dashboards, user and role management, preferences, and much more.
Tell us what you are trying to build, and we will tell you how we would build it.
Book a free consultation