REALOFFICE example

REALOFFICE is a business user, not a technology company.

See a small business running on open systems. REALOFFICE needs to manage files, projects, client relationships, client documents and recurring operational records, just like many other small businesses.

One business, five everyday needs

Instead of depending on one large proprietary software suite, REALOFFICE uses a combination of focused open-source systems, each doing one job well.

The pages below show how each one is used in daily work. The screens shown here are product screenshots of each system; REALOFFICE’s own sanitised screens can replace them.

Business needSystemHow REALOFFICE uses it
Company FilesOpenCloudA central place for business files and controlled team access.
Team ProjectsPlaneProjects, work assignments, responsibilities and follow-up.
Client RelationshipsTwenty CRMCustomer and relationship information kept in a structured system.
Client Digital VaultPaperless-ngxClient documents organised, searchable and available when required.
Internal RegistersDIGISTERSStructured operational registers replacing recurring manual records and fragmented spreadsheets.
Files: OpenCloud

Company files in one managed place

REALOFFICE keeps its working files in a shared folder structure with controlled team access, so important work does not sit on individual laptops.

OpenCloud file manager showing files and sharing
The REALOFFICE folder and team-access structure.
Projects: Plane

Team work that can be followed

Projects, work assignments, responsibilities and follow-up are kept on a project board so the team can see what is pending without repeated reminders.

Plane project board with work items in columns
A REALOFFICE project board.
Client relationships: Twenty CRM

Relationships kept in a structured system

Customer and relationship information, contacts, organisations and follow-up are maintained in one place instead of in one person’s phone or inbox.

Twenty CRM views, filters and dashboards
Contacts, organisations and follow-up.
Client digital vault: Paperless-ngx

Client documents organised and searchable

Client documents are collected, classified and stored so they can be found and retrieved when required.

Paperless-ngx document library with tags and document types
A sanitised view of client-document organisation.
Operational registers: DIGISTERS

Recurring records in structured registers

Structured operational registers replace recurring manual records and fragmented spreadsheets.

DIGISTERS Sales Register screen
A register or work-journal example.

What changes in daily work

Practical improvement, not a transformation claim

  • Files are kept in one managed place with controlled access.
  • Work and follow-up are visible without depending only on meetings and reminders.
  • Customer information stays in the business, not in personal phones.
  • Client documents can be found when somebody asks for them.
  • Recurring records are kept in structured registers.

One implementation pattern

This is one implementation pattern. Every client does not need the same stack. OSWORKS first understands the requirement and then suggests the appropriate system.