The internal software your team opens every morning
Most operational pain hides inside a spreadsheet one person maintains and nobody else understands. It works until they are on vacation, until two people edit it at once, or until the business needs an answer the sheet was never structured to give.
- BUILT ON
- Your live data, read as it changes
- DEVICES
- Mobile-first, works in the field
- DELIVERED BY
- Automato AI
01 — WHAT THIS IS
OK Next replaces the spreadsheet with a real application: your data, your workflow, your permissions. A pipeline board a sales team drags leads across. An operations view that pulls from three systems and shows one number. A client portal. An admin panel where a manager changes a rule without filing a ticket.
These are built mobile-first, because the person who needs the number is usually not at a desk, and built against live data. Where the underlying systems have no usable API, OK Next writes the integration layer first and the interface second.
An internal tool is a stack of five layers. Read from the bottom up, each layer has to exist before the one above it can.
- Layer one, source systems
- Three systems OK Next does not own: your CRM, a spreadsheet, and Postgres. All three feed the layer above.
- Layer two, integration layer
- Written where there is no API. Where the underlying systems have no usable API, OK Next writes this layer first and the interface second.
- Layer three, data model and sync
- One model across those systems, kept in sync.
- Layer four, roles and permissions
- Three lanes: field, manager, admin.
- Layer five, views
- An operations view, a client portal and an admin panel. The whole register is built mobile first.
Outside the stack, beside the roles layer, sits the audit trail: a store that records who changed what.
One value is traced through the whole stack — the one path drawn with arrowheads, and the only one in the accent colour. It starts in your CRM, enters the integration layer, then the data model, then roles and permissions, and arrives in the operations view.
Where the underlying systems have no usable API, OK Next writes the integration layer first and the interface second.
02 — WHAT WE BUILD
NEW
- INBOUNDPAID SOCIAL
- INBOUNDREFERRAL
QUALIFIED
BOOKED
- RULE · NO REPLY → NUDGE
- RULE · STAGE AGE → REASSIGN
- RULE · DUPLICATE → MERGE
Simulated interface. Every value in it is a placeholder. Leads land in the board, an automation rule matches one of them, and the board advances that lead a stage.
03 — HOW IT IS BUILT
01
Scope
The process as it runs today, written down, with the manual steps and handoffs named.
02
Build
Short cycles against a staging URL you can open at any time.
03
Instrument
Logs, alerting and an admin view, so a failure surfaces to a human.
04
Operate
Monthly operation, or a clean handover to your team. Both are quoted at scoping.
04 — EVIDENCE
Tell us what needs building.
Describe the process, who does it now, and the systems it touches. OK Next reads it and replies within one business day.