Product fit guide

Where Data and Automation fit

If changing data, approval-heavy work and integrations keep consuming delivery time, see whether Data, Automation, or both match the work in front of you.

The decision threshold

What keeps slowing the work down?

The products are worth evaluating when the work below is recurring, visible to the business, and expensive to keep rebuilding in application code.

A model that will keep moving

New customer types, regional variants and nested records are already turning into migrations, endpoint changes and front-end releases.

A process full of exceptions

Approvals, deadlines, retries and human decisions are becoming product code that operations cannot safely change or inspect.

Integrations that need supervision

Connected systems need visible runs, controlled retries and a clear record of what moved where.

Probably not a fit if you have one stable data model and a few simple jobs. A new product should remove meaningful recurring work, not add another tool.

Diligence gateTest the security boundary →Current controls, deployment differences and explicit gaps.Diligence gateTest the exit path →Shipped portability, contractual protections and explicit gaps.

Start with the pressure on your roadmap

Four worked examples, one for each reason teams stop treating this as ordinary application code. Each starts with an empty account and ends with a running process.

Regulated lending

Onboarding rules change faster than releases ship

Identity and document checks differ by product and jurisdiction, they change on a regulator’s timetable, and each change is currently a migration plus an API change plus front-end work.

See it built, step by step

Field service and inspections

Every new inspection template is an engineering ticket

Inspectors work from templates with conditional sections and photo evidence, the templates change constantly, and today each one is a release plus a set of screens.

See it built, step by step

Laboratory and clinical operations

Instruments, partners and approvals held together by scripts

Samples move between an intake system, instruments that take hours to return a result, and partner laboratories — and every hop is a bespoke script nobody can see into.

See it built, step by step

Insurance claims

A claim nobody can reconstruct six months later

A motor claim arrives with repeating line items, nested evidence, an adjuster decision and a payout — and the audit question lands long after everyone has moved on.

See it built, step by step

These are illustrative scenarios showing how the products are used, not customer case studies.

Find the problem your team already recognizes

Jump to the pressure that is consuming engineering time, then compare the closest scenario with the system you are considering building.

Teams with data that keeps changing shape

Ship model changes without a migration

Live schema changes

Model changes wait for a maintenance window

A model change is ready, the table it touches is live, and nobody can say with confidence what will break.

Read it

Configurable B2B software

Every enterprise deal needs its own objects

Each account arrives wanting its own record types and its own nesting, and each request turns onboarding into an engineering project.

Read it

Legacy replacement

The system being replaced has no documentation

The real model lives in a database nobody wrote and a drawer of paper forms, and the rebuild has to start from that.

Read it

Data onboarding

Every customer spreadsheet breaks the importer

Each new account arrives with its own file, and every one of them breaks the importer in a way the last one did not.

Read it

Reference data

The same list lives in three systems

One list of options exists in the front end, in the API and in a database table, and they have stopped agreeing.

Read it

Operations teams that own a process

Run and adjust workflows without engineering

Incident response

Turning an integration down needs a deploy

A downstream system starts failing at a rate that is not quite an outage, and the only lever anyone has is a release.

Read it

Internal administration

Engineering keeps building internal screens

Engineering time keeps going to internal tooling: another reference dataset, another set of admin endpoints, another table view.

Read it

Embedded approvals

Approving means logging into a second tool

The process needs a human approval, and the only place to give it is another product with its own login.

Read it

Scheduled work

Scheduled jobs nobody can see

Scheduled jobs run on machines nobody owns, and the first sign one stopped is somebody asking where their report went.

Read it

Process automation

The automation cannot look anything up

The automation can only act on the payload that triggered it, so every decision needing a lookup goes back to a person.

Read it

Integration-heavy platforms

One place for every connected system

Integration operations

An integration failed and nobody knew

An integration failed quietly on Friday and the first person to notice was a customer on Monday.

Read it

Partner and platform APIs

Every partner integrates against something different

Each partner integrating with the platform re-derives the same entities from a different undocumented endpoint.

Read it

Slow external systems

A step that takes hours breaks the design

One step in the process calls something that takes hours, and the whole design bends around waiting for it.

Read it

High-volume datasets

One dataset sets the capacity plan

One dataset is most of the write volume, and it decides the capacity plan for everything else.

Read it

Regulated and compliance-driven organizations

An attributable history of data and process

Regulated approvals

Proving who approved it, months later

An inspector asks who approved a decision, how they proved it was them, and whether anything could have changed afterwards.

Read it

Change control

A second pair of eyes lives in email

A change to live reference data needs a second person to agree, and today that agreement is an email thread.

Read it

Audit and evidence

Reconstructing what a record used to say

The question is what a record looked like on a particular date, and answering it means assembling logs.

Read it

Enterprise hosting

The security review asks about tenant isolation

The deal is agreed and the security review is asking how the data of one customer is kept apart from every other customer.

Read it
Browse every worked example

Insurance claims

A claim nobody can reconstruct six months later

A motor claim arrives with repeating line items, nested evidence, an adjuster decision and a payout — and the audit question lands long after everyone has moved on.

See it built, step by step

Regulated lending

Onboarding rules change faster than releases ship

Identity and document checks differ by product and jurisdiction, they change on a regulator’s timetable, and each change is currently a migration plus an API change plus front-end work.

See it built, step by step

Field service and inspections

Every new inspection template is an engineering ticket

Inspectors work from templates with conditional sections and photo evidence, the templates change constantly, and today each one is a release plus a set of screens.

See it built, step by step

Laboratory and clinical operations

Instruments, partners and approvals held together by scripts

Samples move between an intake system, instruments that take hours to return a result, and partner laboratories — and every hop is a bespoke script nobody can see into.

See it built, step by step

Procurement

Purchase approvals that live in an inbox

A request goes out by email, gathers approvals in whatever order people answer, and nobody can say where it is or whether the right people signed.

See it built, step by step

HR and IT onboarding

A new starter checklist nobody owns

Accounts, equipment, policy acknowledgements and right-to-work documents are tracked on a spreadsheet, and something is always missed on day one.

See it built, step by step

Accounts payable

Invoices arrive as PDFs and leave as typing

Supplier invoices come in as documents, get retyped into a system, and the same invoice arrives twice often enough that somebody has been paid twice.

See it built, step by step

Supplier and product data

Supplier files that never match your catalogue

Every supplier sends their catalogue in their own shape, the same product arrives twice under two spellings, and downstream systems each read it differently.

See it built, step by step

Contracts

Contract versions and who agreed to what

A contract goes through drafts, legal review and signature, and a year later nobody can say which version was agreed or who approved the clause that matters.

See it built, step by step

Licensing and permits

Decisions the public can look up

Applications arrive from the public, are assessed against criteria that change by ordinance, and the outcome has to appear on a register anyone can read — without ever exposing a draft.

See it built, step by step

Orders and inventory

Orders that cannot check stock before promising it

An order arrives, the process routes it on whatever the payload said, and the stock position it assumed was already out of date.

See it built, step by step

Logistics and freight

Tracking events swamp everything else

Carrier tracking events are most of the write volume, and they set the capacity plan for the records that actually run the business.

See it built, step by step

Expenses

Expense claims approved on trust and memory

Receipts arrive as photographs, the policy limit is whatever the approver remembers, and finance finds the problems at month end.

See it built, step by step

IT change management

Change approvals that live in a meeting

Changes are approved in a weekly board meeting minuted into a document, and what was actually agreed is whatever somebody wrote down.

See it built, step by step

Complaints and disputes

A statutory clock nobody can see

A complaint has a deadline set by a regulator, the case sits in a shared mailbox, and the breach is discovered after it has happened.

See it built, step by step

Quality and CAPA

Corrective actions that quietly never close

A deviation is raised, an action is assigned, the batch ships, and nobody notices that the corrective action was never verified as effective.

See it built, step by step

Grants and funding

Every funding round changes the form

Each round has its own eligibility criteria, its own questions and its own scoring, and rebuilding the application form is the thing that delays the round.

See it built, step by step

Customer records

Every team wants a different field on the customer

Sales, support, finance and legal each need something on the customer record, and the request queue for one more field never empties.

See it built, step by step

Payments reconciliation

Reconciliation that runs on a spreadsheet at month end

Bank statements, provider settlements and internal records are matched by exporting three files and comparing them by hand.

See it built, step by step

Keeping systems in step

Two systems that disagree about the same customer

The sales system and the finance system both hold the customer, a sync script keeps them roughly aligned, and nobody can say which one is right.

See it built, step by step

Test it against your real system

Bring one changing model and one difficult workflow. We will map what the platform handles, where custom code remains, and what your team would still own.

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