Business Intelligence ยท A nearshore services firm's commercial team
One record of every client, deal and term
Client details lived in inboxes, spreadsheets and people's heads. The team now works from one shared record, with finance kept to the people who should see it.
What we built.
Organisations and people
Clients, tenants, landlords, suppliers and partners, linked, with contacts and activities.
Deals and terms
A pipeline board, with proposed, agreed and actual terms kept apart.
Tasks and targets
Owned by named people, with targets and recruitment counts alongside.
Files and history
Attachments and invoices stored privately, and every change recorded.
Suggestions from email
Prepared: AI reads business email and proposes updates. Nothing changes until an editor accepts.
Built to hold up.
Finance restricted everywhere
Finance records are withheld across views, search, exports and history, not just hidden on one screen.
Identity on every request
The API checks who is asking before it answers, and scopes each answer to the right client.
Tests that can fail
Access tests were broken on purpose and restored, to prove they catch a leak.
AI proposes, people decide
Email suggestions wait for an editor. They never rewrite a record on their own.
Where it stands.
- Deployed and in use by the team, across multiple organisations and imported contacts.
What we measure next.
- Unaided use by a new team member
- Accuracy of owner and status data
- Switching on the Monday digest and email suggestions
Runs on
- Cloudflare Pages and Functions
- Cloudflare D1
- Workers KV
- Cloudflare Access
- n8n
- Claude (Anthropic API)
Tell us what needs to happen.
Thirty minutes, your agenda. You leave with a first step whether or not we work together.
omari@monosolution.xyz+1 213 556 4010