START WITH THE WORK THAT NEEDS ATTENTION

Which part of your
process needs to change?

A business process held together by spreadsheets. A customer journey that needs work. A signing, learning, or quality workflow to organise. Explore custom development and product options around your problem.

Products and services below are starting points to evaluate. Connections between systems need their own scope and technical review.

CUSTOM SOFTWARE & DIGITAL EXPERIENCES

Build around the process your business needs.

Explore custom applications, customer portals, mobile workflows, websites, and interactive product experiences.

01 / CUSTOM SOFTWARE

Replace spreadsheet workarounds with software built around your process.

Teams copy information between tools, maintain parallel spreadsheets, and follow up manually because their software does not match the process.

A possible approach

Map tasks, roles, and records, then scope a web application or a targeted integration after reviewing the existing systems.

EXAMPLE SCENARIO

An operations application for job requests, assignments, approvals, and status updates.

What to confirm

  • User roles and approval rules
  • Available APIs, data ownership, and migration
  • First-release scope and acceptance criteria

02 / CUSTOMER EXPERIENCE

Give customers a clearer way to get things done.

Customers rely on calls and email for routine requests, while staff search across systems to provide updates.

A possible approach

Define the customer tasks and internal hand-offs. Explore a portal for service requests, account information, or status updates, with access and integration requirements agreed during scoping.

EXAMPLE SCENARIO

A customer portal for submitting service requests and checking their progress.

What to confirm

  • Customer identity and account access
  • Information customers may view or change
  • Existing booking, order, or customer systems

03 / MOBILE APPLICATIONS

Design around work that happens away from a desk.

Field staff record notes on paper or in messaging apps, then re-enter information when they return to the office.

A possible approach

Identify on-site tasks, device types, and connectivity constraints. Scope a mobile application around information capture, review, and the systems that need the records.

EXAMPLE SCENARIO

A technician recording a visit checklist, notes, and photos for office review.

What to confirm

  • Target devices and network availability
  • Camera, location, and notification permissions
  • Offline behaviour, synchronisation, and conflicts

04 / WEBSITES AND UX

Make your website easier to understand and use.

Visitors struggle to understand the offering or find the next step, while staff find the website difficult to update.

A possible approach

Review audiences, content, navigation, and enquiry paths. Define the pages and editing workflow before designing and implementing the website.

EXAMPLE SCENARIO

A service business reorganising its offering and simplifying its enquiry form.

What to confirm

  • Priority audiences and page content
  • Content ownership and editing requirements
  • Accessibility, technical SEO, and measurement

05 / INTERACTIVE WEB

Help customers explore what a static image cannot explain.

Customers need to understand a product’s shape, components, or options before deciding whether it meets their needs.

A possible approach

Identify the questions a visual experience should answer. Assess available assets and prototype the interaction before agreeing the browser implementation.

EXAMPLE SCENARIO

An interactive product view showing components and selectable finishes.

What to confirm

  • Available models, imagery, and asset rights
  • Required interactions and configuration rules
  • Device performance, accessibility, and alternatives

PRODUCT & WORKFLOW SOLUTIONS

Find a starting point for everyday team workflows.

Explore signing, onboarding, quality records, document intake, and learning requirements.

01 / SIGNING & APPROVALS

Keep signing requests from getting lost in the hand-off.

Documents move between inboxes, recipients, and shared folders, making the next action difficult to follow.

A possible approach

Map who prepares, reviews, and signs each document. Review Meteor Sign against those steps before deciding whether additional integration work is needed.

EXAMPLE SCENARIO

A supplier agreement with an internal review and an external signer.

What to confirm

  • Recipient roles and signing order
  • Required fields and document versions
  • Activity records, access, and retention

02 / EMPLOYEE ONBOARDING

Make the first steps clear for a new starter.

New starters receive information through different channels, while managers need to know which tasks remain.

A possible approach

List the learning, documents, and approvals needed for each role. Consider Meteor Learn for the learning requirements and assess signing needs separately.

EXAMPLE SCENARIO

A role-based induction with assigned reading, a knowledge check, and a policy acknowledgement.

What to confirm

  • Tasks and owners for each role
  • Learning content and review requirements
  • How completion and acknowledgements should be recorded

03 / QUALITY MANAGEMENT

Give quality work a clear owner and record.

Procedures, review comments, action items, and supporting files can become difficult to manage when they are spread across tools.

A possible approach

Review the document lifecycle, responsibilities, and evidence your team needs. Use those requirements to evaluate Meteor QMS and identify any additional work.

EXAMPLE SCENARIO

A procedure revision with review comments, approval responsibilities, and supporting records.

What to confirm

  • Document review and approval responsibilities
  • Quality issues and corrective-action steps
  • Required records, permissions, and retention

04 / DOCUMENT WORKFLOWS

Start with the information your team needs from each file.

Staff may need to read files, copy fields into another system, and resolve missing or inconsistent information.

A possible approach

Assess representative documents, required fields, and validation rules. Explore extraction and automation as a scoped service, with manual review for uncertain results.

EXAMPLE SCENARIO

Invoice intake with field review before approved information is exported.

What to confirm

  • Document types and sample-file quality
  • Required fields and validation rules
  • Exception review and export permissions

05 / LEARNING & KNOWLEDGE

Help people find and work through the right material.

Useful material may be split across folders, presentations, and informal messages, making it difficult to locate and keep current.

A possible approach

Identify the learning journeys, content owners, and progress information you need. Evaluate Meteor Learn for training and assess any knowledge-search requirement separately.

EXAMPLE SCENARIO

A recurring product-training programme with reference material and assessment activities.

What to confirm

  • Content ownership and update process
  • Learner groups and assessment needs
  • Progress reporting and access to source information

WHEN A PROCESS CROSSES SEVERAL TOOLS

Define the hand-offs before planning an integration.

Using more than one product does not establish a working connection between them.

01

Map the steps

Identify the people, decisions, documents, and systems involved.

02

Review access

Check available APIs, permissions, data formats, and operating constraints.

03

Plan exceptions

Decide what should happen when data is incomplete or a step cannot proceed.

04

Agree acceptance

Use representative examples to define how the proposed workflow will be tested.

The proposal should distinguish product configuration, custom development, third-party dependencies, and work outside the agreed scope.

Explore development services

CHOOSING THE NEXT STEP

Products or services?

Explore a focused product

Start with Meteor Sign for signing, Meteor Learn for learning management, or Meteor QMS for quality processes. Review the product against your requirements.

Compare the products

Discuss a custom requirement

If the process needs a new application, a connection to an existing system, or an automation assessment, use the services page to explore the relevant work.

Explore our services

BRING US YOUR CURRENT PROCESS

What is getting in your team’s way?

Share a representative example, the tools involved, and the outcome you need.

Discuss your requirements