How it works
A managed path from requirement to reviewed handover.
Scope, responsibility, client authority and review points stay visible as real people carry the communication, co-ordination and follow-through.
A visible delivery rhythm
Responsibility and review stay visible at every stage.
The existing engagement process starts with the workflow already in place, defines control points and builds capacity through reviewable work.
- 01
Understand the workflow
Map the current request path, systems, bottlenecks and project responsibilities.
- 02
Agree scope and control
Confirm templates, authority limits, review points, exceptions and reporting.
- 03
Start with a pilot
Use one project or recurring task to prove the working rhythm before scaling.
- 04
Deliver, review and report
Complete agreed work, keep decisions visible and review every release point.
- 05
Improve and scale
Refine the documented workflow and add capacity where it creates practical value.
Human-led. AI-assisted.
Technology supports the working method. People remain responsible for delivery.
People lead the work. AI helps organise what sits behind it.
People remain responsible
- Communication
- Judgement
- Co-ordination
- Client and supplier interaction
- Exception handling
- Review and follow-through
AI assists
- Information retrieval
- Transcription and summarisation
- Drafting and validation
- Workflow routing and reminders
- Status tracking
- Document preparation
One managed workflow
One request. One co-ordinated outcome.
Information stays connected from intake to review and project update.
- 01
ReceiveRequest received
- 02
CheckInformation checked
- 03
Co-ordinateWork co-ordinated
- 04
ReviewHuman reviewed
- 05
UpdateProject updated
Interactive workflow explorer
How would Dotplan handle the situation in front of you?
Choose a practical situation to see the input, preparation, client authority point and handover—without implying a guaranteed outcome.
Choose a situation
Site & Construction Administration
An urgent site request needs a controlled purchasing path
A site requirement needs to move quickly, but product details, supplier options and authority still need to be confirmed.
- 01
Dotplan receives
- Site request and required-by date
- Project or specification reference
- Supplier and delegated-authority rules
- 02
Dotplan organises
- Missing-information check
- Supplier options, availability and delivery position
- Approval, ordering and follow-up record
- 03
Client review
The client reviews supplier selection, commercial commitment and substitutions outside agreed authority.
- 04
Handover
A recorded request, approved action, supplier evidence and visible delivery status.
Ready when the work is
Start with a pilot that your team can see and review.
Bring the requirement, current information and review points. Dotplan will help define a practical support approach around your team.