Client Call | v Measurement Appointment Scheduled | v Measurement Client Card Created | v Client Converted to Production Client | v Production Phases Begin | v Kanban Production Tracking | v Installation Scheduling | v Team Installation | v Handover Protocol | v Client Completion
Case Study | Glass Systems
A complete operations platform for a glass installation and production company.
This project replaced fragmented coordination with one system that manages client flow, production, installation planning, worker execution, documentation, and analytics.
1. Client
Glass installation and production company with a 7-person team.
The business handles measurements, production, installation, and client handover. It operates at approximately €700K annual revenue and needed stronger execution control across the full project lifecycle.
2. Problem
Coordination relied on calls, paper notes, and disconnected updates.
The owner had to call workers repeatedly to understand job status, production progress, and installation timing. Information lived in too many places, causing execution friction.
3. System Built
A full operational management system covering the entire client lifecycle.
I built a complete platform connecting client management, production workflow tracking, installation scheduling, worker coordination, documentation, financial tracking, and analytics.
- Client management with project lifecycle progression
- Production phase control and Kanban tracking
- Installation scheduling with team availability logic
- Documentation generation, storage, and delivery workflows
- Operational logs, permissions, and analytics visibility
4. System Workflow
From first client call to completed handover in one connected flow.
5. Key Features
Operational modules that keep teams aligned without constant calls.
Measurement Scheduling
- Measurement visits scheduled by owner
- Measurement card appears automatically in calendar
- Maps, call, and measurement-complete actions in one card
Production Workflow
- Production phases created after system type selection
- Kanban statuses: Not Started, In Process, Ready for Installation
- Automatic worker attribution on completed phases
Installation Scheduling
- Card moves to Ready for Installation automatically
- Owner selects team and duration directly from client card
- Unavailable workers are disabled in planner view
Installation Execution
- Workers get address, maps, and client call action
- Assigned installer confirms completion in system
- Installer identity recorded for traceability
Handover Protocol
- Handover document generated automatically
- Client signs on device
- PDF saved to Google Drive and emailed to client
Calendar + Kanban Control
- Full calendar planning with status colors
- Monthly Kanban board below calendar view
- Card color coding by type and progress state
Worker Management
- Personal worker profiles with off days and vacation
- Availability-aware scheduling logic
- Cleaner assignment decisions for daily operations
Missing Parts + Labels
- Missing parts statuses: Red, Yellow, Green
- Team notifications when part status changes
- Printed labels with client ID and system type
Planning + Communication
- Project filters by oldest client and completion level
- Comments on client cards and calendar days
- Less dependency on external messaging apps
Financial + Documentation
- Worker production and installation tracking
- Salary and bonus reporting with export support
- Schematics and cutting documents stored in Drive
Security + Administration
- Action logs, financial logs, user activity tracking
- Inactivity timeout and PIN-protected sensitive actions
- Admin controls for workers, system types, permissions
Analytics
- Production time and installation time visibility
- Profitability insights by system type
- Worker productivity and bottleneck identification
Proof Visuals
Screens aligned to the operational lifecycle.
6. Result
The business moved from manual coordination to structured operations.
- No constant phone-based status chasing
- Clear production and installation workflow visibility
- Centralized information for owner and team
- Cleaner scheduling and execution decisions
- Full operational visibility across key activities
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