Case study · Software & workflow automation
Settlyd.
Connected workflows.
Bringing specialised case information, review steps and document outputs into a connected digital workflow.
Workflow overview
Information with
a way forward.
01
Collect information
Client details and structured financial inputs.
02
Review & work through
Professional review, calculations and worksheets.
03
Prepare outputs
Financial documents and PDF outputs.
Illustrative overview of the product workflow.
The project context
Complex information.
A connected process.
Settlyd is a cloud-based financial application for family-law work. Its public product information describes client data collection, calculations, financial document generation and asset-division worksheets.
A specialised design challenge
A specialised workflow needs clear relationships between information, decisions and outputs.
Product direction also needs to account for the people entering information and those reviewing it.
The workflow in practice
Connected inputs.
Useful outputs.
Settlyd connects client information, related worksheets and document preparation within a specialised professional workflow.
01
Client information
Structured collection of information for individual matters, including a client-input portal.
02
Calculations & worksheets
Related tools for analysing case information and working through financial scenarios.
03
Document outputs
Financial declarations and PDF outputs prepared from the information in the workflow.
04
Review responsibilities
Client inputs and professional review steps within the wider product workflow.
Our contribution
Direction, structure
and coordinated delivery.
Colombo Web Solutions contributed through product design direction, strategic solutions design and program management, alongside the wider delivery team.
01
Product design direction
Connecting business requirements with clear user journeys and a coherent product direction.
02
Strategic solutions design
Considering how information, business rules and related workflows fit together.
03
Program management
Coordinating priorities, scope and delivery planning across the work.
Security & recovery work
Support for the
systems behind the work.
The work also included a staged application-hardening programme covering data access, form protection, private configuration and backup/recovery processes.
01
Application controls
Reviewed data-access and form-protection work within the agreed application scope.
02
Configuration & recovery
Private configuration handling, backup processes and recovery verification.
03
Controlled release checks
Documented production release checks and recovery arrangements.
What this work demonstrates
Technology shaped
around the work.
A useful application starts with a clear understanding of the work: the inputs, decisions, exceptions and responsibilities that need to fit together.
For your business, that means defining a focused first phase, agreeing how it will be verified and planning who will operate it.
What would a connected workflow look like for you?
Tell us how the work happens today, which tools you use and where you need a clearer way forward.