Jacksons Law Livetrack – Case Management
Prior to Xyroh, Andy was the founder of dotUK (A software development firm based out of Yarm and Stockton on Tees here in the North East), again specialising as a developer in mobile apps, web applications and desktop software for a number of business clients – this is one of those portfolio case studies
Summary
Jacksons Law is a major North East law firm that advises both commercial and private clients and practices across all core areas of law. Their need was for a central information management portal that they could use to update and share information securely with clients with regards the progress of cases
Technical
Client Jacksons Law LLP – Major North East based Law Firm
Platforms Web
Technologies PHP, CSS, JQuery, Javascript, MySQL, Document Management
Development Web Development
Case Study
Jacksons Law practice law in a wide variety of practice areas and as such the individual needs, or specialisations of case management in one practice area can differ widely from those of another. In addition Jacksons have a wide variety of clients all of whom have a range of individual case and account reporting expectations, the challenge for dotUK was to present a solution that could encompass all needs, yet remain simple and manageable.
With Jacksons operating out of multiple sites, and to alleviate information security issues of allowing external users into their infrastructure it was decided that a web based system would be the most cost effective and simplistic to deploy and mange. In addition it would allow us to operate a mobile optimised interface for end client users that operate on site and on the road.
The system was built with a concept of case ‘Systems’ where a System mapped generally to a specific area of legal practise, eg Personal Injury, Conveyancing, Employment Law etc, in this way we could apply system specific modules to the cases within and
hence extend the specific functionality. This also allowed us to extend Systems for use by key clients, offering an enhanced branding experience for key client end users, enhanced and client specific reports and metrics, and internally SLA highlighting to ensure contractual targets were met.
The overall concept was however kept simple, allowing Jacksons staff to create cases within their permitted systems, allocating cases to end clients and updating cases with notes, attach documents, and report key milestones. In addition modules that allowed the client to keep track of running costs, and report on costs on a cost centre basis were created. External access is managed fully by Jacksons, with a hierarchy of client user permissions that allow data access to be restricted in a granular manner to department heads or end users as required.
The system is accessed over SSL as an industry standard, and is hosted on dotUK’s own Cloud hosting infrastructure here in the North East that allows use to offer high availability, fault tolerance, non interruptive snapshot backups and clustering options based on the clients requirements.
For more information, or to discuss case management or end user self service solutions tailored to your industry requirements please don’t hesitate to contact us for a consultation.
IPL – Quote Management and CRM System Case Study
Prior to Xyroh, Andy was the founder of dotUK (A software development firm based out of Yarm and Stockton on Tees here in the North East), again specialising as a developer in mobile apps, web applications and desktop software for a number of business clients – this is one of those portfolio case studies
Summary
International Procurement, a Stockton on Tees (North East) based supplier of severe service isolation solutions, needed a means to better automate and streamline their already complex request, quote, supply and invoicing workflow,
Technical
Client International Procurement – Critical & Severe Service Isolation Solutions
Platforms Web, Web Services, Kashflow
Technologies PHP, CSS, JQuery, Javascript, MySQL, REST API, JSON, Kashflow, SOAP
Development Web Development, Web Services Integration, Kashflow Integration
Case Study
The IPL sales process workflow is complicated by the very precise specification and requirements attached to each and every order, often a customer enquiry for a product will be met with a variety of options from a supplier, may have to meet complex supply requirements (including lengthy import, export and trade embargos), and even build to order solutions.
With that in mind, dotUK built, upon their in-house web services framework, a cloud based software solution that runs in the web browser, and is accessible both internally, to allowed users on the road or in home working environments, and to mobile and smartphone devices over the web, bespoke to IPL’s requirements.
The summary workflow required was in essence;
• Record Enquiry
• Manage Supplier requests (with quote and attached document management) to fulfil the enquiry
• Freeform Quote Generation (Multiple Quotes and Variations)
• Quote to Order process
• Supplier Purchase Order generation to fulfil the client order
• Invoice generation, and customer management to the web based Kashflow accounts software
Where document generation was required we standardised on PDF as a consistent, non-editable output format, and the system automatically maintains copies of the last generated version (eg for quotes), and also maintains an archived history of prior versions. The system also allows for management of archived records, repeat ordering, and reporting on sales and overdue enquiries.
The Kashflow accounts software integration, also web based, through it’s own SOAP based API meant that simple requests such as pushing invoices into their accounts software moved from being a one line requirement, with traditionally a costly, time consuming and frustrating integration phase, became as simple as it should be. A custom written Kashflow module was written as an extension to our web services framework that integrated seamlessly, and allowed us to continue using the same methods for data exchange and document generation. Something that wouldn’t have been possible with traditional desktop based accountancy packages
Stockton’s Big Challenge Active Travel Portal – Case Study
Prior to Xyroh, Andy was the founder of dotUK (A software development firm based out of Yarm and Stockton on Tees here in the North East), again specialising as a developer in mobile apps, web applications and desktop software for a number of business clients – this is one of those portfolio case studies
Summary
Stockton’s Big Challenge is a web based community competition initially funded by Stockton on Tees Borough Council, NHS Stockton on Tees, the Big Lottery and Sustrans. The aim is to build awareness of Active travel and encourage a healthier lifestyle across Stockton by encouraging people to walk or cycle to work.
Technical
Client: Sustrans / Stockton Active Travel
Platforms: Web, Web Services,
Technologies: PHP, CSS, JQuery, Javascript, MySQL, Animation, Charting
Development: Web Development, Web Reporting, Jquery Animation
Case Study
Stockton’s Big Challenge was pitched as lottery funded concept aimed at encouraging local (Stockton on Tees Borough) Employees, and Employers alike to ditch the car and cycle or walk to work, in essence embrace ‘Active Travel’ and enjoy a fitter healthier lifestyle – all through the power of competitions

The competition premise was simple, each and every time you under took ‘Active Travel’ you logged in to the site, recorded the date, distance, time, and reason for travel. These journeys were then logged and your cumulative total displayed in terms of miles travelled, calories used, kg of fat burnt, kg of CO2 saved, and Parmo’s!
For those not local to Teesside the Parmo is a regional delicacy of note (http://en.wikipedia.org/w…) which through it’s ingredients of cheese, béchamel sauce, and being deep fried has a ridiculously high calorie count!
The Parmo Calculator was the welcomed challenge in the development as the concept was that we would allow site users to visualise their journey in terms of Parmo’s dropping to a plate, the shock factor being the tiny fraction of a Parmo that most journey’s equated to. We also made the calculator available as a stand alone tool that visitors could play with and drum up publicity. It worked, gaining the challenge and dotUK local coverage in local press, radio interviews, and even linked to and referenced by the Wikipedia article above.
The competition itself was broken down to allow businesses of different sizes to also compete by entering teams of employees (the cumulative score of their employees being totalled), as well as the individual completion. All user journeys, their ‘Parmo Counts’ and a dynamically generated report of miles walked / cycled over time was available in the individual users portfolios.
From an administration point of view, all aspect of the system were run form a secure web based control panel, this covers both user management, flagging ‘suspect’ journey logs, content management, and competition and winner management. The competitions were designed to be run time and time again between specific date ranges so we built tools that allow new competitions to be defined and journeys automatically entered between the relevant dates. Some winners prizes were also drawn at random so we created tools that allowed winners to be picker honestly.
When a competition is active the real-time statistics are published to both a widget on the home page and also to a dedicated live results page showing the scoreboard in terms of individuals and employers in the region. To further motivate year on year competition the historical archives of past competition results are permanently available and automatically generated.
Wrapped around the competition element of the site is the content management system. Near all content on the site it controlled through our own build web based content management system. Each page on the front end consists of one or more content blocks and the output content of those blocks is created by the administrator using the WYSIWG (What You See Is What You Get) editor.

This means that the administrator does not need to know, or have any real understanding of HTML or web scripting languages, they can simply type as if it were a regular word processor and format text style, colour, size and alignment with ease. In addition we created a web based media manager which allowed the simple upload of images to be embedded in the content thus allowing for the simple creation of visually rich, engaging content for their community.
Content wise these tools allowed them to manage 20+ pages of unique content instantly on demand, and engaging users beyond the competition. Content included local events, Bike maintenance tips, links to local resources and cycle path maps, the Sustrans Cycle network journey planner and much, much more.
Efiling – Web Based Company Formation Software
Prior to Xyroh, Andy was the founder of dotUK (A software development firm based out of Yarm and Stockton on Tees here in the North East), again specialising as a developer in mobile apps, web applications and desktop software for a number of business clients – this is one of those portfolio case studies
Summary
Efiling is an award winning online company formations software product that was originally developed by dotUK and had undertaken a number or significant revisions and expansions in the lifetime of the product
Technical
Client Efiling Ltd – Online Company Formations Software
Platforms Web, Web Services, Kashflow, XML Gateway
Technologies PHP, CSS, JQuery, Javascript, MySQL, REST API, JSON, Kashflow, SOAP, XML, Python
Development Web Development, Web Services Integration, Kashflow Integration, Companies House Integration
Case Study
The Efiling Web Based Companies House Software product was initially conceived with the core functional requirements of offering a web based medium through which instruction to the Companies House Gateway could be sent, on receipt of which the gateway would act upon those instructions. Examples of commands which could be instructed include;
- Formation of a UK Company (Eg Ltd, Plc etc)
- Add / Modify / Resign a Director
- Add / Modify / Resign a Company Secretary
- Articles of Association & Memorandum
- Change Registered Office
Version 1 of the software, developed exclusively by dotUK was utilising the Companies House Email Gateway, this protocol mean that instructions were issued by embedding commands in the email message subject and the payload (data fields, attachments etc) were embedded in properly formatted email message body. Responses from the Gateway were equally sent via email to a dedicated mailbox which was polled and monitored at the Efiling end.
Efiling is a multi tenanted system, which means the core platform is used by a near unlimited number of brand owners / companies withcompany formation needs. To function in this way data security and segregation is paramount as under no circumstances can data ‘leak’ between tenants on the system, and we built robust practices and data references into place to ensure this never happened. It also added significantly to the complexity of the system as we then had to manage website templates, company names, Companies House account details, email addresses and domains to manage, in essence near every variable in the system had to be configurable on a per tenant basis.
Billing for orders was another challenge to be managed, end user payments were taken by credit card on order, however brand owners were split between pre-pay (An account with a preloaded positive balance of funds) and credit accounts (Accounts with a preset maximum negative balance according to their credit limit), so we built a complex accounting structure that allowed for both charging models, and of course all associated reporting, statements, and invoicing required. Pricing levels (Both to Efiling, and charged by tenants to their clients) was also configurable and changeable on demand.
As the product matured additional features were added, which included expanding the standard statutory Companies House product offerings to allow tenants to offer bespoke, bundled packages, which included their own value add services (eg Company Secretarial, Mail Room services, offline products such as bound articles, hard copies of certificates etc). These were managed on a per tenant basis so significant upgrades to the tenant administration tools were made, and also to Efiling’s own system administration tools which sat above the tenants as an overview.
Soon Companies House began the process of decommissioning the email gateway service, which worked well, but was limited in terms of speed of service due to the delays faced in email delivery, and introduced a new XML based gateway. This gateway is in essence a secure web service that listens real time for commands sent direct over https (secure web traffic) and using documented (mostly!) XML documents as the payload. The benefits this service offered were that responses to instruction delivery were often available instantly, and it allowed us the option to ‘poll’ the gateway periodically for updates as opposed to wait for an email to arrive. It also increased reliability as we were communicating direct with the gateway as opposed to the round robin route email can on occasion take. dotUK were heavily involved in this transition, and the opportunity was taken to significantly improve other areas of the system such as document generation and storage.

Unfortunately it became apparent as the project progressed that some areas of the new gateway functionality were incomplete, undocumented, or not tested which meant we were frustrated in our ability to communicate progress to the client. However we took steps to optimise our time as efficiently as possible and made sure that we managed the project fully, this included taking responsibility for liaising with Companies House direct (who’s hands were tied by their own third party development team) and on occasion direct with the gateway developers themselves. Ultimately we were able to build and conclude testing of instructions in parallel with Companies House as we moved towards the deadline for switch off of the old email service. This was a regulatory deadline and was immovable.
Since then we have also been involved in other third party integrations, such as feeding bank account application into the Barclays Business accounts service (again an XML based gateway) and integration with the Kashflow web based accounts software using their SOAP based API. The advantages of using Kashflow were that it meant tenant accounting transactions were ultimately delivered direct into their accounts package, new customers automatically created, invoices and credits posted, thus automating tenant admin processes, actually reducing the amount of functionality required within the Efiling Back End, and actually adding significant value to the proposition.
For more information about Efiling, or to enquire about licensing their web based company formation software technologies please visit www.efiling.co.uk
H Jarvis Web Based Support Software and Customer Portal
Prior to Xyroh, Andy was the founder of dotUK (A software development firm based out of Yarm and Stockton on Tees here in the North East), again specialising as a developer in mobile apps, web applications and desktop software for a number of business clients – this is one of those portfolio case studies
Summary
H Jarvis, a North East and Marske based Quality Windows and Doors manufacturer head a need to improve upon existing quality control and customer support processes, increase efficiencies in service engineer response, and to allow end users to self service their own support cases
Technical
Client H Jarvis – North East based window fabricator
Platforms Web, Web Services, Outlook Calendar Sync
Technologies PHP, CSS, JQuery, Javascript, MySQL, REST API, iCal / Webcal, JSON
Development Web Development, Web Services Integration
Case Study
H Jarvis are a multi site company with bases of operation in Marske (North East England) and Blantyre (Scotland), and had an existing interconnected IT infrastructure linking the two sites. With that in mind it made sense to build a Web Based Software Solution, in this case utilising dotUK’s own bespoke web services framework.
This framework, built for purpose, is built upon a PHP, MySQL REST based API framework that allows seamless, consistent, and secure data exchange from the hosted API hub and the end client’s browser. Again utilising PHP and JQuery in the web client we were able to offer an improved experience to the end user, without the traditional stop, start, or click and wait frustrations of traditional web software. Functionality wise have built a central support system for all sites which registers and manages all currently active customer support cases, with SLA support and comprehensive management reporting. In addition to case reporting the system also offers manufacturing build orders for remedial work and iCal calendar synchronisation with Outlook.
Fitter appointments are booked by the agents on an informed intelligence basis to minimise unwanted travel time by allocating cases to geographic zones and forward looking appointments to ensure that fitters are booked in when next in the appropriate locale. This appointment picking process also includes real time estimates of travel time so the most informed appointment booking decision can be made.
End use wise the system also includes a web based portal for key clients to view and manage their support cases, including any updates, notes or case changes. This allows end users real time access to updates when they need it, yet at the same time freeing Agent staff from fielding update enquires directly .
The solution is built upon dotUK’s managed web services platform hosted in the North East which allows for scalable database clustering, high availability, and includes 24/7 monitoring and management, and full data backups to an offsite datacentre