Documents
Operating Model
Domain-reviewed end-to-end flow of all three service lines — charter, brokerage and yacht management — as 36 flowcharts. The current version for the client meeting.
FlowchartsFlow Diagram
A simple, one-read visual of how the charter and brokerage flows work, plus the operational backbone. Light, print-friendly.
FlowchartsEnd-to-End System Flow
Earlier detailed flowchart set (24 diagrams) covering CRM to delivery. Retained as reference for later build phases.
WalkthroughClient Walkthrough
Co-branded dark-theme stage-by-stage concept walkthrough — charter journey, brokerage journey, client portal and team views.
WalkthroughSystem Walkthrough
Plain, undecorated version of the stage-by-stage walkthrough.
AnalysisCRM Blueprint
Business analysis, domain model, business-rules catalogue and build recommendation for a custom CRM/ERP.
BuildZoho Build Plan
How to build the whole system on Zoho — app map, data architecture, Blueprints, licensing and a phased plan.
BuildZoho Commercials
Initial and monthly cost breakdown for three users — subscription, retainers, add-ons, hosting requirements.
Source material
Client process maps this work is built from: Charter Flow (PDF) · Brokerage Flow (PDF)