Workflows and approvals
Requests, approval rules, delegation and a clear record of who approved what, and when.
Includes
- Rules by amount, role or project
- Approve straight from email
- Full history and audit trail
Solutions
What we build, and how we support it
Custom software for your critical processes, advice to decide well, and our own products ready to adapt.
We build
Custom software
Each solution combines the pieces your process needs: data capture, rules, approvals, documents, dashboards and infrastructure.
Automated documents
Project records, reports and supporting documents generated as PDF or Word from your data, not retyped by hand.
Includes
- Templates in your brand
- Preview before sending
- Every document filed and versioned
Planning and finance
Budgets, forecasts and executive dashboards built on a single source of data.
Includes
- Multi-year forecasts
- Payroll budgeting
- Executive summaries
Portals and internal apps
Tools for operations, project and HR teams, with role-based access and the language your people work in.
Includes
- Requests and calendars
- Evidence uploads
- Role-based access
Company websites
Fast, bilingual, easy-to-find websites with domain, email and analytics set up properly.
Includes
- Spanish and English
- Forms that reach your inbox
- Search-ready from day one
AWS infrastructure
Hosting, security, backups and automated releases, ready on day one and built to scale. Our production track record is on AWS; if your company already runs on another cloud, we design for that environment.
Includes
- Automated deployments
- Secure access and identity
- Monitoring and alerts
We advise
Consulting and AI workshops
To decide what to build, how to build it, and how to get your team using AI now.
Consulting and architecture
Process assessment, solution architecture and a clear roadmap before you invest in development.
Includes
- Current-process map
- Architecture and estimate
- Phased roadmap
Applied AI workshops
Hands-on programs that help your team use AI in their own work, designed around your industry and your projects.
Includes
- Foundations and good practice
- Real cases from your industry
- Reference material for the team
Products
CVDEx products
Our own products, configured for each organization.
Tailored implementation
CVDEx Digital Director
Intelligent oversight for your project portfolio: it flags risk before it reaches the status meeting.
- Daily risk score for every project
- Alerts before the status meeting
- Formal close-out of items left open too long
- Deployed in your environment, under your brand
CVDEx standard
xSafe
Our standard for deciding whether a system is ready for production. We apply it before every release.
- Scored assessment across dimensions
- Applied before every release
- Findings documented and fixed
Not sure where to start?
Many conversations start with a spreadsheet and a list of problems. That's a good place to begin.