KDS CRM
Connect relationship context with weekly follow-up
KDS’s internal relationship workspace for people, organisations, relationship context and follow-up.
The business and its needs
The team needs shared context for people and organisations, traceable sources and changes, and a weekly follow-up view. The case uses demonstration screens only.
KDS’s contribution
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Implemented people, organisations, relationship networks and follow-up views.
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Retained original-language notes, sources and revision history in the workflow.
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Used shared service and data contracts for web and MCP access, without automatic messaging.
How the workflow connects
The workflow illustrates the design scenario, not actual client outcomes. Publishable historical screens are unavailable.
Illustrative scenario
- Example: contact lists lack relationship context and next actions
The system workflow
- Record people, organisations and the source of the relationship
- Review relationship context and notes
- Plan and update weekly follow-up
A closer look
KDS CRM relationship network using isolated sample data (Sample data)
Delivery record
- Scope and required materials confirmed
- Not yet confirmed
- First usable version
- Not yet confirmed
- Public launch
- Private system; no public entry
Delivery time is measured from confirmed scope and complete required materials. We leave durations unstated where the record is incomplete.
Improvements after delivery
No subsequent improvement record is ready for public verification yet.
