North Texas Elevator
Digitizing a paper-based inspection company.
The old process
I spent time with the client to understand their current workflow and what they hoped to achieve with the new system. This is what their current process looked like when we met.
An automated workflow
I focused on how we could automate the proposal, inspection, and job scheduling workflows as these were the most time consuming and work intensive tasks that we could automate for the client.
In order to transition them smoothly, I segmented product development into three main phases.
- Digitizing current data and create data schema
- Inspections and job scheduling
- Automated proposals and invoicing
One of the first goals was to get the clients current inspection reports into the database and build a proper data schema for the system. I created a script that would process the thousands of PDF inspection reports and create the appropriate data objects.