Website, quote-request intake, and operations dashboard
THE BUSINESS PROBLEMHow can a printing business collect a useful quote request and give staff a clear place to review it?
ACTUAL OUTCOME / CURRENT STAGEThe demonstration helped secure discovery meetings, as confirmed by Ariel.
I researched the business and competitor intake journeys, defined the requirements, directed AI-assisted development, and reviewed the customer and staff workflows.
I researched a two-location printing business, competitor quote and file-intake journeys, service positioning, and branch routing. I used those findings to shape a full website and an operational demonstration for a discovery conversation.
My decisions
Capture what staff need
Connect service, deadline, print specifications, a sample PDF, branch choice, fulfillment and contact details in a coherent request.
Make the handoff visible
Carry a reference number from customer intake into the dashboard, with a stage, next action and activity history.
Use discovery to test the proposal
Prepare a concept presentation and supporting discovery workbook so a stakeholder can review the proposed workflow and clarify its assumptions.
Explore the workflow
Follow one request from customer intake to staff review.
Choose a fictional branch and fulfillment preference, review the request, then see the matching staff record. This is a short example of the full website, intake and dashboard demonstration.
Interactive controls are unavailable until this example loads. The complete annotated example is below.
Website preview · Fictional two-branch printing business
Print plans. Prepare the next step.
Service and location information leads into a quote request.
Plan printingDocument servicesNorth / West branches
Quote-request entry ↓
Interactive example · Fictional dataProspect demonstration
Interactive example · fictional data. Choices stay on this page and reset on reload or when you select Reset example.
Branches and fulfillment are fictional choices. No quote is sent, no file is uploaded, and no delivery is confirmed.
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Read the annotated example
Website → Intake → Staff dashboard
A connected customer and staff journey
The website explains services and locations, then leads into intake. The original seven-step sequence collects service, project/deadline, specifications, PDF, branch/fulfillment, contact and review.
Prepared request
Sample renovation plans · 6 sets · 24 × 36 · Black-and-white · No special finishing.
North branch · Pickup · client@example.test sample-renovation-plans.pdf
Requested: next business day — confirmation needed.
Matching staff record
ED-DEMO-001 retains the same project, preferences, PDF and deadline. Its initial stage is New Request.
Next action: review print specifications and confirm the requested deadline.
Marking Needs Review changes the stage once and records one history entry. It is still a quote request, not a completed order.
Evidence and outcome
Original website concept · Part of the full intake/dashboard demonstration · Captured September 2026
Selected source evidence, summarized for this portfolio. Newly authored examples use fictional data.
Research translated into a connected journey
The research/build handoff connects a two-branch business hypothesis to customer intake, routing and staff review. This paraphrased excerpt describes the proposed requirements, not a verified problem at the business today.
Website: service and location information helps a visitor begin the right request.
Intake: collect specifications and preferences before showing a final review.
Dashboard: present the matching record, stage and next action.
Source basis: Research/build handoff and original quote-request implementation, inspected September 2026.
Implemented request and dashboard relationship
The original demonstration creates a reference-numbered stored request and exposes its details to the staff dashboard. The accompanying portfolio example recreates a bounded version using fictional in-page data.
Original flow: service → project/deadline → specifications → PDF → branch/fulfillment → contact → review.
Staff views include request details, attachment metadata, stage controls and activity history.
Source basis: Original quote wizard, request endpoint and staff stage-control source.
Supporting discovery tool
The separate Discovery application turns a 43-page workbook and 30 primary questions into structured, source-linked notes. It supports local autosave and backup/export while keeping the stores distinct. It supports this full website and dashboard case.
Source basis: User-confirmed project record and Discovery release/source review.
The full demonstration made a proposed business workflow concrete enough for discovery meetings. Paid rollout, customer adoption and measured savings have not been established.
