Case study · 2026

RL Complex Engineering Operations Dashboard

From manual overall processes to one connected operations platform.

Engineering & ConstructionCustom SoftwareDigital StrategyProduct Growth

Impact

What changed.

01

Operational impact

From disconnected spreadsheets and notebooks to one unified platform covering all core business functions — procurement, inventory, finance, HR, projects, and sales.

02

Financial visibility

Management now has real-time AP aging, AR aging, cash position, inventory valuation, and project costing in one place — no more end-of-month reconciliation scrambles.

03

Team efficiency

Role-based access means each team works only within their scope. Business-rule guards prevent invalid process steps, cutting rework and approval delays significantly.

Team reviewing operations dashboard and business metrics

The challenge

Before

RL Complex Engineering was running a growing construction and engineering business across disconnected spreadsheets, manual records, and fragmented tools. Finance, procurement, inventory, payroll, HR, and project tracking each lived in separate systems with no shared data. Teams were burning hours every week reconciling figures, chasing approvals, and manually producing reports — with no single source of truth for financial position, project costs, or operational status.

  • Manual spreadsheets for purchase orders, invoices, and collections
  • No real-time inventory visibility — stock counts done manually
  • Payroll computed outside the system with no personnel records link
  • Project costs tracked separately from procurement and labor
  • No AR aging or AP cash flow visibility for management
  • Quotations and sales orders disconnected from billing and collection
  • Petty cash and expenses recorded in notebooks with no audit trail
  • No role-based access — anyone could see or edit any record

The solution

What we built

We designed and built a full Operations Dashboard spanning 22 integrated modules across every core function of the business. Finance covers journals, AP/AR, collections, petty cash, and expense tracking. Procurement manages the full PO lifecycle from request to receiving to supplier payment. Inventory tracks materials, tools, stock movements, and count reports with variance analysis. Sales connects quotations and sales orders through to billing and customer ledger. Projects link procurement and labor directly to job costing and production KPIs. Payroll and personnel management unify HR records with payroll runs. And an AI Insights dashboard surfaces anomalies and key metrics across all modules — giving management a real-time operational pulse.

RL Complex Engineering Operations Dashboard solution

Core workflow connections

How the system flows.

  • QuotationSales OrderDeliveryInvoiceCollection
  • Purchase RequestPurchase OrderReceivingAP VoucherSupplier Payment
  • Inventory IssuanceMaterial MovementStock Valuation Report
  • Project AssignmentLabor LoggingProject CostingProduction KPIs
  • Payroll RunPersonnel RecordsPayroll Reports
  • Petty Cash RequestApprovalExpense PostingJournal Entry
  • Role-based access controls scoped per module and user role
  • AR Aging and AP Cash Position reports for management review
  • Inventory Count Reports with variance tracking
  • AI Insights dashboard surfacing anomalies and key metrics in real time

Process

How we built it.

Step 01

Quotation → Sales Order → Delivery → Invoice → Collection

Step 02

Purchase Request → Purchase Order → Receiving → AP Voucher → Supplier Payment

Step 03

Inventory Issuance → Material Movement → Stock Valuation Report

Step 04

Project Assignment → Labor Logging → Project Costing → Production KPIs

Step 05

Payroll Run → Personnel Records → Payroll Reports

Step 06

Petty Cash Request → Approval → Expense Posting → Journal Entry

Step 07

Role-based access controls scoped per module and user role

Step 08

AR Aging and AP Cash Position reports for management review

Step 09

Inventory Count Reports with variance tracking

Step 10

AI Insights dashboard surfacing anomalies and key metrics in real time

Start a project

Need a system like this for your business?

We design and build custom digital products that solve real operational problems, not just look good in demos.

No retainer lock-in · Month-to-month · Full transparency

Start a project