How It Works

How DigaWork Builds Custom Software

You do not need to arrive with a software specification.

Show us the tools, spreadsheets, handoffs, workarounds, and processes your team uses today. We’ll help map the workflow, identify what should change, and determine what kind of system makes sense.

Your business today

ToolsSpreadsheetsPeopleProcessesWorkarounds

01

Understand

02

Design

03

Build

Connected system

Shaped around your workflow

Start with the problem

You do not need to know what software you need.

Some businesses come to DigaWork knowing they need a CRM. Others only know that their current setup is creating too much manual work.

Both are valid starting points.

“I know what I want to build.”

Custom CRMOperations systemPortalAutomationIntegration

“I only know what is not working.”

Too many platformsRepetitive workPoor handoffsScattered dataLimited visibilityCustomer friction
Workflow discovery

Step 01

Understand the business before touching the software.

We start by learning how work moves through the company today.

Discovery workspace · Example

Notes

Quotes go out by email; follow-ups tracked in a sheet.

Roles

Sales (3) · Ops lead · Field team · Owner

Systems

CRM · Spreadsheet · Accounting · Shared inbox

Stages

Inquiry → Quote → Job → Invoice

Depending on the project, discovery may include

Business goalsTeam rolesCustomer journeyCurrent softwareSpreadsheetsExisting workflowsHandoffsBottlenecksReporting needsUser accessRecurring tasksIntegrationsCustomer-facing processes

The goal is not to document every tiny process. The goal is to understand the parts of the business the system needs to support.

Step 02

Map what happens from one stage to the next.

This helps reveal where information is duplicated, where manual work exists, and where systems stop communicating.

Lead
Qualify
Sale
Handoff
Delivery
Completion
Follow-Up
People
Data
Software
Actions
Decisions
Spreadsheet Workaround
Duplicate Entry
Missing Ownership
Manual Task
Common findings:Duplicate EntryManual TaskDisconnected SystemMissing OwnershipSpreadsheet WorkaroundCustomer Friction

Step 03

Keep what works. Improve what does not.

This is where the solution begins to take shape. We are not trying to maximize how much software gets built.

The goal is to create the simplest system that supports the workflow well.

Each part of the workflow

Keep

Existing tools or processes that already work well.

Step 04

Turn the workflow into a system your team can actually use.

Before development gets too far, the system structure should reflect the real process.

Business workflow

Inquiry arrives

Quote approved

Work handed off

Customer updated

Results reviewed

WorkspacesRecordsStatusesRolesAutomationDashboardsIntegrationsClient Access

System structure · Concept

Sales Workspace
Customer Record
Operations Workspace
Client Portal
Reporting
AccountingEmailCalendarPayments

Step 05

Build the system in working pieces.

The system is developed around the approved workflow and project scope. Depending on the project, this may include any of these pieces.

CRM functionality
Custom records
Pipelines
Operations workflows
Dashboards
Portals
Automation
Permissions
Integrations
Reporting
Forms
Internal tools
Pieces come together into one system · example progress

Step 06

Test the system against real work, not just a checklist.

The team reviews the system using realistic scenarios.

Realistic scenarios

  • Create a new lead
  • Move a customer through the pipeline
  • Hand work to operations
  • Assign tasks
  • Process a request
  • View customer history
  • Trigger an automation
  • Review permissions
  • Check reporting

Expected workflow

Ops sees the job the moment a quote is approved.

Actual system

Job appears, but the site notes are missing.

Feedback → refine → test again

A system can be technically correct and still feel wrong for the team. Testing the workflow matters.

Step 07

Connect the information the system actually needs.

Possible work may include:

Old spreadsheet
Accounting
Email platform
contactsinvoice statusmessages

New system

Selected data only

Importing existing customer recordsMigrating selected dataConnecting supported third-party softwareField mappingAPI configurationWebhooksAutomationData synchronizationAccess setup

Migration and integration scope depends on the quality of existing data and the capabilities of the third-party platforms involved.

Explore Integrations

Step 08

Launch with the team, not just the software.

A successful launch means the people using the system understand how it fits into their day-to-day work.

Launch checklist · ExampleReady
Final QA
User setup
Permissions
Workflow testing
Team walkthrough
Documentation
Data import
Integration validation
Production launch

Launch activities vary by project and scope.

The system can evolve

Your business will change. The software should be able to change with it.

New workflows, reporting needs, users, integrations, automation, and modules may be added over time as the business evolves.

Core system

New workflow
New integration
New dashboard
New portal feature

Start with what creates the most value today. Expand when the business actually needs it.

A collaborative process

We bring the software expertise. You bring the business knowledge.

Your team

  • Explains how the business works
  • Identifies current pain points
  • Reviews workflows
  • Provides access where needed
  • Tests real scenarios
  • Gives feedback
Better-fit software

DigaWork

  • Maps the workflow
  • Recommends system structure
  • Designs the experience
  • Builds the solution
  • Connects supported systems
  • Tests functionality
  • Helps launch the system

Timeline

Project timing depends on what needs to be built.

The final timeline is established after discovery and scope are clear.

Focused CRM / automation project

Typically simpler scope.

Focused CRMWorkflow automationBasic integrations

Connected operations project

More moving parts.

CRM + operationsMultiple workflowsUser rolesIntegrations

Broader custom business system

Larger scope.

Multiple departmentsPortalsComplex workflowsSignificant integrationsData migration

Project complexity

Two businesses can ask for the same system and require very different projects.

01

Workflows

How many processes need to be supported?

02

Users & roles

Who needs access and what should they see?

03

Integrations

Which third-party platforms need to connect?

04

Data

Does information need to be cleaned or migrated?

05

Automation

How complex are the rules and handoffs?

06

Custom functionality

How much behavior is unique to the business?

07

Client access

Does the project include customer-facing functionality?

08

Reporting

What visibility and dashboards are needed?

View Pricing

Common starting points

Start with the part of the business creating the most friction.

These are starting points, not fixed packages. Final pricing is based on the actual workflow and scope.

How it works FAQ

Questions people ask before getting started.

No. Many projects start with a description of what is not working. Discovery helps determine what kind of system makes sense.

Start with the workflow. The software comes next.

Show us how your business operates today, where the process slows down, and which tools your team depends on. We’ll help you determine what kind of system actually makes sense.