Application scenarios

Examples of custom business systems in practice

We do not sell closed, off-the-shelf packages. We show the kinds of processes that can be organised and connected in a solution tailored to your organisation.

01

Sales and relationships

Inquiries, customers, offers, contracts, activities and after-sales service.

02

Implementation

Orders, projects, resources, deadlines, documentation and settlements.

03

Operations

Warehouse, production, service, inspections, statuses and reporting.

04

Portals

Access for customers, employees and partners connected to the main system.

01Example applications

Orders and projects

The inquiry turns into an offer, and after acceptance, into an order with stages, deadlines and resources. The team records workmanship, materials and documentation. The manager sees open tasks and dependencies that may delay delivery.

The variant for projects may additionally include budget, agreements with the client, document versions and time records. The scope must correspond to the method of accounting and responsibility for changes.

The task list can be supplemented with a calendar and a Gantt axis showing dependencies and planned deadlines. The map is useful when tasks involve facilities or field work.

Job scheduling in the FileMaker Pro Lakeview sample application
Sample FileMaker Pro application: orders and deadlines in one calendar.
02Example applications

Events and attendee service

Registration, scheduling, seat allocation and communication form one process. The organizer needs an up-to-date list of participants, application statuses and information for on-site service.

If data comes from a web form, we establish rules for identifying repetitions and confirming the submission. We transfer billing data to the appropriate tool.

Manage your event and its reservations in FileMaker Pro
FileMaker Pro example: event details and attendee reservations.
03Example applications

Documents, cases and approvals

A document has an owner, a version, and a stage. The matter may require supplementation, opinion or approval. The system should show who takes the next step and maintain a history of decisions.

Searching for a file is only part of the task. Rules for access, retention, replacement and linking documents to a customer, order or product are also needed.

Example of document circulation
  1. Preparation

    The author describes the case and attaches the correct version.

  2. Opinion

    The responsible person receives complete information.

  3. Decision

    Acceptance or return to completion.

  4. Implementation

    The approved version goes to the next task.

04Example applications

Warehouse, production and field work

The example warehouse module connects the goods with the location and confirmation of receipt and issue. In the hall or in the field, you can record progress, photos, consumption and inspection results.

Before choosing a technology, we check the network, devices, identification method and integration requirements. Lack of connectivity or bad code are normal cases to be handled, not exceptions postponed until later.

Scooter fleet list and location map in the FileMaker Go sample application
FileMaker Go example: mobile fleet records with location map.
05Reports and helpdesk

Reporting system and helpdesk

The reporting person describes the problem, and the staff assigns responsibility and records actions. Categories and priorities result from the impact on work. The client sees the progress of his case; the internal diagnosis remains available to the appropriate team.

The history allows you to recognize a recurring problem and distinguish an incident from the need for system development. The process includes requesting completion, change of ownership, closure and reopening.

Sample application path
  1. New case

    Number and confirmation of receipt.

  2. Diagnosis

    Responsible person and missing information.

  3. Solution

    Description of actions and checking the result.

06Albums and materials

From a set of photos to an approved publication

Photos and materials can be associated with a client, session, category and approval stage. The author provides a set to choose from, the client adds comments, and the approved version is sent for further implementation.

The project includes original storage, previews, file sizes, access and change history. A version order is common for albums, marketing materials and the training library; the rules of sharing and receiving are different.

Thumbnails and categories in the FileMaker Pro sample content library
Sample content library in FileMaker Pro. The workflow of photos and approvals needs to be adapted to the way of working.
07Lending and libraries

Resource rental and records system

An instance has an ID, location, and state. Reservation, issuance and return create a history associated with the user. The employee sees the dates and the user sees his or her active reservations.

This model may apply to book collections, fixtures or equipment. We anticipate extensions, damage, incomplete refunds and temporary disabling of the asset. The rules of liability and notifications result from the organization of the service.

Mobile equipment rental application desktop in FileMaker Go on iPhone
FileMaker Go example: mobile desktop for equipment rental.
08Sales portal

B2B portal for orders and customer service

The portal can provide offers, order history, documents and implementation status. The customer makes an inquiry or repeats the purchase, and the team works on the same issue in the internal system.

Company data and its users must be separated. Availability, price and document have the indicated source, and changes to the order go through the agreed rules.

09Sales results dashboard

Sales panel for caregivers and managers

An internal dashboard summarizes open opportunities, outcomes, goals and next steps for caregivers. Charts and a region map help you get from the summary to the customer, order or task. This is a different scope than the contractor's self-service portal.

We establish the definition of sales, comparison periods, data source and access to individual results. The report should distinguish between offer, order and completed sales.

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