Penda (2025)

design — development — planning

***

A custom-built CRM for an energy efficiency company & associated collateral

What they had initially:

Multiple spreadsheets, a WhatsApp group to establish what was actually happening each day, and someone sat in front of the group translating updates into the spreadsheets.

What they have now:

A system that day-one employees and subcontractors take to like a duck to water. 20 people use it regularly with barely any training, and it helps the directors keep a handle on what's happening in their business, as well as helping subcontractors get a clear handle on what they're earning.

We named the resultant system “Penda” after an early Mercian king - with the thought that this system would help them survey and protect their “kingdom”, as well as being my first digital business. Before long we were onboarding not only their contractors and employees, but their clients too.

MON11
09:00
completed

18 Bearstall Avenue

HT83 8HE

Standard GBIS

Dale Cooper

Anytime PM
completed

42 Maple Drive

HT91 2LF

Retrofit Assessment

Dale Cooper

TUE12
10:30
completed

15 Twin Peaks Road

WA22 4RN

EPC Survey

Lucy Moran

Anytime PM
completed

89 Woodland Avenue

WA33 7BH

Standard GBIS

Lucy Moran

WED13
09:30
confirmed

7 Forest Lane

SN14 6TG

Home Energy Audit

Harry Truman

Anytime PM
confirmed

23 Cherry Street

SN15 8QW

Retrofit Assessment

Harry Truman

11:30
falloff

94 Parliament Street

HT87 9RT

Home Energy Audit

Harry Truman

THU14
11:00
confirmed

56 Glastonbury Road

HT94 3NP

EPC Survey

Dale Cooper

Anytime PM
completed

12 Brookside Close

WA19 1MN

Retrofit Assessment

Harry Truman

FRI15
Anytime PM
cancelled

31 Oakwood Drive

WA28 5JK

Standard GBIS

Lucy Moran

16:00
confirmed

67 Victoria Terrace

SN17 2WP

EPC Survey

Laura Palmer

Anytime AM
confirmed

8 Riverside Walk

HT92 4LD

Standard GBIS

Harry Truman

The impact:

Now they have the infrastructure to reliably grow. They can onboard subcontractors who understand the system immediately & coordinate work across 20 people without constant manual updates that need to be translated into the source of truth. The bottleneck isn't the system anymore. The company is prepared for an influx of work without worrying about administrative overhead - they can just focus on doing the work.

The process:

I started by shadowing them as they used their existing system(s), then used my experience to map that to a data structure, UI, and workflow that makes sense to everyone - whether they're day-one employees or experienced subcontractors.

In 2026, we're all used to a certain standard of UI patterns. We know what makes good UI on account of us using them all day - this became clear to me after the first couple of versions went out, when the client was asking for the features and adjustments that were already on my radar. If you rely on existing patterns, you can build something that looks and acts the part quickly, which in this particular project, was the most important thing.

I worked closely with them to quash my own assumptions about their work, and then we had a solid specification. We got something working within a month, with RLS policies, SQL functions, fast redeployment, and support for multi-tenant users.