Things requiring attention
A rule-based list of what needs action today: overdue invoices, follow-ups due, renewals coming up.
Case study · Our own system
SCOS: one system for the whole client journey
A complete web system covering the full journey from first enquiry to support. We run SKS Technologies on it every day, and it shows the kind of software we build for clients.
Interface illustration
Client and industry
SKS Technologies (internal). Software development services.
The challenge
A software company moves every client through many stages: enquiry, discovery, requirements, proposal, quotation, agreement, payment, development, testing, deployment, handover, support and renewal. Keeping that in one place, with the right people seeing the right records, is hard with separate tools.
The objective
One system for the full journey that runs on ordinary shared hosting, keeps permissions strict, and uses AI only in a safe, controlled way.
The solution
A purpose-built PHP and MySQL system with a config-driven module engine. Each business area is declared once, and the engine handles lists, filters, forms, validation, permissions, audit and export the same way everywhere.
UX approach
Open the dashboard and see what needs attention first. Every module has contextual help and a “What should I do next?” button. Layouts were checked at phone width so the team can work from a mobile.
What it covers
31 modules, one system
DashboardMarketing campaignsLeads and follow-upsClientsDiscoveryRequirementsProposalsQuotationsContractsInvoices and paymentsProjectsMilestonesTasksBugsChange requestsDesignsTestingUATDeploymentsHandoverSupport ticketsAMCDocumentsKnowledge baseReportsAI assistantUsers and rolesSettingsAudit logs
Key features
Built to show what needs doing next
What should I do next?
A button on every record that suggests the next step for that lead, client, proposal, project or ticket.
Smart conversion
Turn a lead into a client, a proposal into a project, and a quotation into an invoice without retyping.
Permission-safe AI assistant
Answers from company data only within each user's permissions. It never touches the database directly, and anything it wants to change needs a person to confirm.
Project health score
Each project gets a health score with the reasons behind it, using thresholds set in Settings.
Audit log
Every change is recorded with before and after values, who made it, and when.
Results
Verified on our own build
These numbers come from our own test suite and checks on this build. No external penetration test has been done yet.
10user roles
152granular permissions
31modules in one system
133 / 133automated functional and security checks passing
157pages crawled for each of the 10 roles with zero server errors
390 pxphone width checked with no sideways scrolling
Technology architecture
Simple to host, strict about security
PHP 8MySQLVanilla JavaScriptChart.jsOpenAI-compatible, Gemini and Claude adaptersStandard shared hosting
Security built in
- CSRF protection on every form
- Prepared SQL statements everywhere
- Server-side permission checks on every action
- Login throttling and session hardening
- Secure file uploads
- Nightly backups with retention
Planned next (not built yet)
- Client portal
- Two-factor login
- WhatsApp and SMS gateway
- Installable mobile web app (PWA)
Build something similar
We show you a working sample on a call, using items and dealers similar to yours, before you commit to anything.