3 → 1
Systems consolidated
10+
Documented system screens
Multi-step vendor compliance
Workflow type
Great Plains · eConnect · custom DB
Integration
The Problem
A daily workflow stuck across three systems and a paper trail.
Vendor compliance and payment selection were the firm's most-touched daily workflow. Staff had to bounce between Microsoft Dynamics GP / Great Plains for payment data, network file shares for compliance documents, and paper records for context. Each vendor decision required reassembling that information manually. The friction was in the workflow itself, not in any one system.
What I Built
A single dashboard that pulls from all three sources and runs the workflow in one pane.
Designed the vendor dashboard UI through multiple iterations. Designed the property-list table view with sorting and filter affordances appropriate to the data volume. Designed the payment-selection workflow including the data-source configuration that ties it back to Great Plains via eConnect. Produced the full systems documentation set covering 10+ screens, including the integration touch points with Great Plains SQL, eConnect, the FRG network share, and the custom property-management database.
The Outcome
Cross-system paper workflow → integrated dashboard.
The shipped dashboard replaced the cross-system paper workflow with a single integrated interface — Great Plains, eConnect, and the custom property database all surfaced in one place. The pattern (consolidate the workflow, not the system) is the same one we apply in every Lvl Up audit: identify where the operator is doing the integration in their head, and ship the system that does it for them.