A national certified service network scaling across Australia with a rigorous provider qualification and training process · AI & Automation · Custom Software · 2026
End-to-end platform engineering — from intelligent screening and automated onboarding to real-time provider visibility at national scale
The network's business model depended on a curated, certified provider base. Every provider had to pass screening, complete training modules, submit documents — insurance, background checks, signed agreements — and pass certification before taking bookings. The rigor was intentional. The brand's credibility required it. But the operational infrastructure could not support this journey at scale: • The founder manually moved providers between pipeline stages, tracked documents in spreadsheets, triggered emails, and sent reminders. Over 10 hours every week consumed by pure administration. • Providers had no visibility into their own status. They could not see what was required, what was missing, or where they stood. Approximately 40% abandoned onboarding because they got stuck and did not know what to do next. • Duplicate contact records were created every time a provider filled out a different form. Manual merging was required. • Previous contractors had made the system worse — adding confusion, creating broken automations, and leaving undocumented configurations behind. • A new cohort of 50+ providers was scheduled. The manual system would make the founder the bottleneck for the entire launch.
A complete operational platform, designed and built from scratch, spanning the full provider lifecycle: Intelligent Screening System: a 21-question quiz that automatically scores and classifies applicants into tiers — Priority, Eligible, Review Required, or Not Aligned. Hard disqualification filters stop unqualified applicants immediately. Outcome notifications fire automatically based on tier. The founder receives every score and result. 22-Stage Automated Pipeline: from inquiry through screening, application, interview, payment, training, certification, active status, and booking readiness. Each stage has automated progression rules triggered by objective events — form submitted, payment received, module completed. Manual review gates are preserved only where genuine judgment is required. Multi-Stage Profile Builders: three structured training forms (domain experience, property care, personality and working style) that drip-feed during training weeks. All data appends to the same contact record. Completion is tagged automatically. Document Collection System: insurance, background checks, signed agreements — each tracked against the provider's record. The system monitors all 8 certification items and auto-flags providers who stall. Custom Training Portal: a web application where each provider logs in and sees only their own data — required modules, completion percentage, unlocked vs. locked content, documents still needed. Mobile-responsive with real-time progress tracking. 25 Automated Workflows: covering the full journey from initial inquiry through application processing, interview scheduling, payment, training enrollment, certification tracking, stall detection, and booking readiness. Each workflow is documented, tested, and monitored.
More Case Studies
A production-grade career marketplace that aggregates opportunity across fragmented hiring channels, matches intelligently to client profiles, and compounds coverage automatically — with three-sided operations for admins, employees, and clients.
A multi-tenant SaaS platform that handles inbound messaging across four channels with AI-powered responses informed by per-client knowledge bases — engineered so each new client deploys in under 15 minutes with 94%+ gross margins.
A four-component ecosystem that replaced a manual, staff-dependent legal intake process with an AI voice agent that qualifies leads, books consultations, creates case records across practice management systems, and generates client documents — orchestrated across five enterprise platforms.
Next Steps
Talk to our team and get a clear plan for what to build.