How Custom Internal Applications Streamline Workflow & Boost Business Efficiency

Introduction

In the age of digital transformation, manual workflow management can quickly become a bottleneck. One of Corient’s clients, a growing service business, had been using a shared Google Spreadsheet to manage its workflow. As operations expanded, so did the inefficiencies. They approached Accounting Outsourcing Services with a clear goal—to streamline their workflow and centralise operations for better control and visibility.

The Initial Problem: What Went Wrong?

On the surface, the shared Google Spreadsheet was a low-cost solution. But as the client scaled, the cracks began to show:

• Manual data entries led to errors and potential manipulation
• No real-time tracking, making job status updates unreliable
• Team collaboration became fragmented without a centralised system.
• Lack of automation increased administrative overhead.

It was clear: the current system was holding the business back.

Corient’s First Solution: The Fix

Corient developed a custom internal application explicitly tailored to the client’s operations.

Key Features Included:

• Real-time job status updates
• Direct job entry via a streamlined interface
• Integration of Standard Operating Procedures (SOPs) for process consistency
• Feedback mechanisms to capture team insights and suggestions
• A centralised job management portal for complete operational visibility

The solution reduced manual errors and transformed how tasks were assigned, tracked, and completed.

The New Problem: A Surprise Roadblock

While the system was technically sound, rolling it out uncovered unexpected challenges:

• Migrating years of critical data from the existing spreadsheet
• Ensuring the new platform delivered real-time updates with no lag
• Overcoming resistance from team members accustomed to manual processes
• Ensuring user confidence in adopting the new system

The implementation needed a second wave of solutions to be successful.

Corient’s Second Solution: Fixing the New Problem

Step 1: Data Migration Without Errors

Corient engineered a seamless transfer of all historical data from the spreadsheet into the new system, preserving accuracy and structure.

Step 2: Implementing Real-Time Synchronisation

The development team introduced live data sync features to ensure updates appeared immediately, boosting reliability and user trust.

Step 3: User Training and Onboarding

Comprehensive training sessions were conducted, supported by clear documentation, allowing teams to adopt the new system confidently.

Step 4: Managing Change Resistance

Corient applied a gradual rollout strategy, gathering real-time feedback from users to refine the interface and boost acceptance.

The Final Outcome: Success Story

The client now enjoys a centralised, efficient, and error-free workflow.

• Real-time updates are standard.
• SOPs ensure consistency in every job.
• Manual tasks have been minimised, reducing the risk of error.
• Feedback-driven refinements have made the system more intuitive.

Corient’s internal application didn’t just replace our spreadsheet—it changed how we work. Our workflow is smarter, faster, and more reliable.

Key Takeaways: Why This Matters for Businesses

• Manual systems don’t scale—automated platforms do
• Centralised control enhances accuracy and collaboration.
• Real-time updates eliminate blind spots in workflow tracking.
• Training and change management are vital for successful digital transitions.
• Listening to user feedback drives system improvement.

A custom internal application can transform business chaos into a well-smooth operation.