Problems we've solved for our clients
These are some of the systems we've built with clients in recruitment, events, finance and operations.
[RECRUITMENT TECHNOLOGY]
Candidate Assessment & Automation Platform
AM2PM's recruiters build candidate assessments, send them from the platform and receive a graded report back in their recruitment CRM. The system handles the reminders and CRM updates around each submission.
- Custom questionnaire builder with auto-grading so every submission is scored instantly
- Results, PDF reports and candidate data sync straight into their niche recruitment CRM
- Automation engine handles follow-ups, reminders and CRM updates in the background
- Candidates get a clean, branded experience with progress tracking and instant results
Chrome Extension
Their niche CRM couldn't bulk-update candidate locations, so we built a Chrome extension that processes thousands of records in minutes instead of weeks. AM2PM like to call it "Wotsit", for reasons we don't fully understand.
Custom E-Sign
Off-the-shelf e-sign tools couldn't feed signed documents back into their niche CRM. We built a platform that handles templates, signature fields and bulk sends, with every signed document stored against the candidate's record automatically.
Dashboard
Portfolio overview
PENDING
CONFIRMED
IN DELIVERY
COMPLETED
CLIENTS
PROJECTS
AVG. DURATION
REVENUE
EXPENSES
PROFIT
REVENUE PER CLIENT
PM WORKLOAD
TOP 5 CLIENTS BY REVENUE
Design Suite
AI-powered stand design
ACTIVE BRIEF
GENERATINGAI STAND CONCEPT
AI GENERATED
[EXHIBITION MANAGEMENT]
Exhibition Project Management Platform
Leo Associates runs its exhibition projects in one platform, from the first enquiry through to delivery. It holds the project, supplier and finance records together, and can produce early stand concepts from a client brief.
- Every project, budget, supplier and deadline managed in one centralised platform
- AI generates stand design concepts from a brief, giving the team instant creative inspiration
- Finance syncs directly with Xero so invoicing and purchase orders happen automatically
- Clients review proposals and track their own projects through a dedicated portal
AI Quote Processing
Supplier quotes in any format are uploaded, extracted and categorised by AI, saving the team around 45 hours a month of manual data entry.
7 Integrations
Xero, Pipedrive, HR systems and more all connected so data flows automatically between the tools the team already uses.
10 Modules, One Platform
Projects, sales, design, finance, time tracking, client portal and more, all in one place instead of scattered across spreadsheets and email.
[COMPLIANCE & FINANCE]
KYC & Compliance Audit Platform
Crystal pulls each deal from the company's existing CRM, runs the agreed compliance rules and gives the underwriting team a standard audit report. Reviewers can select findings and keep the evidence with the deal.
- Compliance rules run automatically against every deal, covering directors, shareholders, KYC documents and regulatory status
- Connects directly to their existing CRM so nothing changes for the team
- PDF audit reports with selectable findings, ready for underwriting review
- Full audit trail with timestamps and user actions for regulatory queries
Dashboard
Compliance overview
TOTAL
COMPLETED
ACTIVE
FINDINGS
AUDIT THROUGHPUT: 90 DAYS
LATEST AUDITS
Audit Detail
PROGRESS
COMPLIANCE FINDINGS
Automated Compliance
Every deal checked against the same regulatory standards automatically, removing the risk of human error or missed steps.
30+ Minutes Saved Per Deal
What used to take a compliance officer an hour of manual CRM checks now runs in the background in under a minute.
Audit-Ready Trail
Every check, every finding and every report is logged with timestamps and user actions, ready for regulatory review.
Digbeth Events Dashboard
Track bookings, revenue, and team performance with AI-powered insights.
ENQUIRIES (THIS WEEK)
ENQUIRY VALUE
VS LAST WEEK
VS LAST WEEK (£)
THIS WEEK
LAST WEEK
IMPORTS
WEEKLY REVENUE
+14%
MONTHLY BOOKINGS
+8%
AVG BOOKING
CONVERSION
BOOKING TRENDS (LAST 30 DAYS)
TOP PERFORMERS
8 bookings
6 bookings
5 bookings
RECENT REVENUE BOOKINGS
Digbeth Events Assistant
Hi! I'm the Digbeth Events assistant. How can I help you today?
The Compton Suite holds up to 200 guests and includes full AV equipment. Would you like to book a viewing?
I've submitted your enquiry to the events team. You'll hear back within 24 hours.
[VENUES & EVENTS]
Operations Dashboard & AI Booking Assistant
Digbeth Events uses two connected products. The operations dashboard tracks bookings, revenue and team targets. Its website assistant answers venue questions and sends qualified enquiries into the events system.
- Real-time booking pipeline with revenue forecasts and team targets tracked to the pound
- AI generates weekly business commentary, surfacing trends the team would otherwise miss
- Chatbot handles venue enquiries 24/7, qualifying leads and submitting bookings automatically
- All data flows back into their events system so nothing lives outside their existing workflow
Operations Dashboard
Real-time visibility over bookings, revenue, bar spend and team targets, with AI-generated weekly reports that surface trends automatically.
AI Booking Assistant
Embedded on their website, handling venue enquiries around the clock. Qualifies leads, answers questions about spaces and submits bookings straight into their events system.
[VENTURE STUDIO / FINTECH]
Protection Needs Analysis for Financial Advisers
RiskMapped is a venture product we co-built through our deposit model. It calculates the financial effect of death, critical illness or income loss, then shows advisers the gaps in a client's existing cover. Our partner's deposit is repaid as the product reaches agreed revenue targets.
- Calculates financial impact across death, critical illness and income loss scenarios instantly
- Red, amber and green status shows clients exactly where they're exposed and where they're covered
- Generates branded PDF reports with analysis, recommendations and full audit trail
- Built for FCA Consumer Duty compliance with logged changes, timestamps and evidence-based methodology
Dashboard
Case overview & missing insurance indicators
DRAFT
4
IN PROGRESS
12
COMPLETED
38
ARCHIVED
7
MI HIGHLIGHTS: MISSING INSURANCE
NO PROTECTION
3
MISSING IP
7
NO MORTGAGE
5
SHORTFALL
9
BY OWNER
BY REASON
RECENT CASES
Household Analysis
ADEQUACY SNAPSHOT
Death
SHORTFALL
Income Loss
SHORTFALL
Critical Illness
PARTIAL
COVERAGE STATUS
Life Cover
£100k short
Mortgage
Covered
Income Prot.
None
Critical Illness
£50k partial
WoL
£25,000
FIB
None
Income Loss Scenario
INCOME vs EXPENDITURE
Venture Studio
Our partner put down a deposit, we built the product, and the deposit is refunded as revenue milestones are hit. We take a co-ownership stake and grow it together.
Consumer Duty Ready
Every change, every assumption and every recommendation is logged with timestamps and user actions, giving advisers a compliance-ready audit trail out of the box.
Instant Analysis
What used to take advisers an hour with spreadsheets now runs in seconds. Three scenarios calculated, gaps identified and a branded PDF report ready to present to the client.
Olton HQ
Zoe Hubert
Admin
Dashboard
Project overview & workshop load
ACTIVE
8
Projects
DUE
3
This Week
LOGGED
142
Hours
ALERTS
2
Low Stock
WORKSHOP LOAD
UPCOMING FITTINGS
Projects
8 ACTIVE
[INTERIORS & TRADE]
Project Management & Workshop Operations
Olton Bedrooms manages each job from design survey to fitting in one internal platform. The workshop logs time from a shared iPad, while project boards and stock alerts give the office a current view of the work.
Every project flows through design, build, fitting and aftercare stages with tasks, timers and deadlines tracked at each step
Workshop team tracks time to the second against individual tasks, with live timers running on a shared screen
Stock levels update in real time with automatic alerts when materials drop below minimum thresholds
Drag-and-drop Kanban boards let the team move tasks between stages and reassign work on the fly
Project Pipeline
Every job moves through four stages with tasks, deadlines and time logs at each step. Nothing gets missed because the pipeline surfaces what needs attention next.
Workshop Operations
The workshop team tracks hours against tasks with one-tap timers on a shared iPad. Managers see exactly where time is going and which jobs are running over.
[SUSTAINABILITY & EDUCATION]
AI-Powered Carbon Literacy Assessment
ClimateEQ uses AI to score carbon-literacy pledges against the assessor's criteria. It drafts feedback and flags gaps for a reviewer, who can adjust the result before it is shared with the learner.
AI evaluates each pledge individually, scoring against carbon literacy criteria and returning specific, actionable feedback
Public web forms let learners submit assessments without needing an account, with results shared via unique links
Reviewers can adjust AI-generated scores and feedback before finalising, keeping human oversight in the loop
Anonymous diversity monitoring collects demographic data without linking it to individual assessments
ClimateEQ
Admin
Dashboard
Assessment overview
TOTAL
284
PENDING
12
PROCESSING
3
PASSED
241
FAILED
28
PASS RATE
89.6%RECENT ASSESSMENTS
Assessment Results
The learner demonstrates a strong understanding of carbon literacy principles with well-defined pledges.
PLEDGE SCORES
Specific, measurable targets with clear GHG reduction links
Good organisational awareness, could strengthen measurability
Demonstrates awareness but could link actions more directly to climate science
AI FEEDBACK
The individual action pledge to reduce car usage by cycling to work three days per week is well-defined and measurable. Consider adding a timeline and estimated CO2 reduction in kg to strengthen the group action pledge further.
AI Evaluation
Each pledge is scored individually against carbon literacy criteria, with detailed feedback and improvement suggestions generated in seconds rather than hours of manual review.
Public Submissions
Learners submit assessments through a public web form without needing an account. Results are shared via unique links, making the process accessible to any training programme.
Diversity Monitoring
Demographic data is collected anonymously and cannot be linked back to individual assessments, giving organisations the reporting they need without compromising learner privacy.
Products we've built
Business tools and AI in one account.
Raq.com includes everyday business tools, AI tools and an automation layer that can connect them.
Your website, redesigned by AI in under 102 minutes.
Scans your existing site's structure, content and brand, then generates three distinct modern redesigns. No CMS to learn.
Turn a rough brief into a project quote.
Describe the project and get a first-pass specification, mockup, price and delivery plan to review.
Tell us what you need to fix
We can review your website first or talk through the project with you.