# Symphony Suite — Base Apps & Evolution Paths

> **What is a Base App?**
> Each product in the Symphony Suite is a fully functional, generic starting point. Generic enough to work for any business out of the box — specific enough to be immediately useful. When a client purchases a base, they're not buying a finished product. They're buying a foundation that can evolve to fit exactly what they need.

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## 🔵 Overture — Dashboards & Analytics
**Domain:** `overtureinsights.com` · **Color:** Cyan `#0891b2`

### The Problem
Business data is scattered across 10+ tools — CRMs, spreadsheets, analytics platforms, admin panels. No one has the full picture, and the numbers are already stale by the time they're compiled.

### Base Features
- Unified real-time dashboard
- Drag-and-drop KPI widgets
- Multiple views (Sales / Marketing / Ops)
- Visual charts with drill-down
- Alert notifications with severity badges
- Light/dark theme, basic branding

### Who It's For
CEOs, CFOs, COOs, and Operations Directors at small-to-mid-market companies who need visibility without stitching 10 tabs together.

### How It Evolves

**🏥 Private Clinic Chain**
Overture becomes a **Patient Operations Dashboard**. Widgets show daily appointments, no-show rates, billing collections, and doctor utilization per branch. Alerts fire when a branch drops below target occupancy. *Minimal evolution — mostly new data connectors and custom KPI definitions.*

**🏬 Multi-Branch Retail Brand**
Becomes a **Retail Performance Hub**. Each branch gets its own view; HQ sees a consolidated roll-up. Adds sell-through rates, inventory turnover, and promo performance as core metrics. *Moderate evolution if POS integration is required.*

**📈 Digital Marketing Agency**
Becomes a **Client Reporting Portal**. Each client logs in and sees their own dashboard — ad spend, leads, ROAS, conversions — white-labeled per account. *Heavy evolution: multi-tenant architecture, client-facing login, automated report generation.*

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## 🟣 Worklane — Workflow & Approvals
**Domain:** `getworklane.com` · **Color:** Purple `#9333ea`

### The Problem
Critical business processes — expense approvals, PTO requests, purchase orders, IT tickets — run through email. Requests get buried, status is unclear, there's no audit trail, and everyone wastes time chasing updates.

### Base Features
- Visual drag-and-drop workflow builder
- Approval routing engine with configurable rules
- Custom form builder
- Request tracking with status visibility
- Role switching (Admin / Approver / Requester)
- Pre-built templates (PTO, Expense, IT Request, Purchase Order)

### Who It's For
Operations Managers, Office Managers, HR teams, and Admin leads who are drowning in "did you approve that?" messages.

### How It Evolves

**🏗️ Construction Company**
Worklane becomes a **Site Clearance & Permit Workflow System**. Every material request, contractor approval, and safety sign-off flows through structured, trackable processes. Adds document attachments, site supervisor roles, and compliance checklists. *Moderate evolution — new workflow templates and a mobile-friendly view for field workers.*

**🏦 Rural Bank or Cooperative**
Becomes a **Loan Application Processing System**. Members submit loan requests via structured forms; they route to credit officer → branch manager → approvals committee, with conditional logic based on loan amount. *Heavy evolution: member records integration, BSP-compliant audit logs, branch-level access control.*

**🎓 University**
Becomes a **Faculty & Student Request Portal**. Leave requests, budget proposals, curriculum changes, thesis approvals — all structured, trackable, and digitally signed off. Adds department hierarchy routing and academic calendar awareness. *Moderate evolution — primarily org structure and routing logic.*

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## 🔴 Clocklane — POS & Timesheets
**Domain:** `clocklane.com` · **Color:** Red `#dc2626`

### The Problem
Small businesses use a POS for sales and a completely separate system for tracking labor hours — then manually reconcile both at end of day. Labor is 25–35% of revenue but operators have no real-time visibility until next week's P&L.

### Base Features
- Tablet-based POS (BYOD — works on any iPad, Android, or browser)
- Integrated staff timesheet tracking
- Real-time labor-to-sales ratio dashboard
- One-click EOD close (tips, timesheets, drawer)
- Offline-first with sync on reconnect
- No proprietary hardware required

### Who It's For
Owners and operators of restaurants, coffee shops, boutique retail, and hospitality businesses with 1–50 employees.

### How It Evolves

**☕ Coffee Shop Franchise (10–30 Branches)**
Clocklane becomes a **Franchise Operations Console**. HQ sees sales and labor across all branches in real time. Adds franchisee-level access, royalty calculation, and branch-to-branch benchmarking. *Moderate evolution — multi-tenant branch structure on top of the existing POS core.*

**💆 Spa & Wellness Chain**
Becomes an **Appointment-Based POS**. Walk-in sales stay the same, but adds service booking tied to specific staff members. Time tracking evolves to include service duration per therapist, commission calculations, and room utilization. *Moderate-to-heavy evolution depending on booking complexity.*

**🏭 Small Manufacturing or Assembly Shop**
Clocklane evolves into a **Production Time Tracking System**. Workers clock in per job or production order, not just per shift. Adds job costing (labor hours × wage per order), output tracking, and productivity reports per worker. *Heavy evolution — the POS is de-emphasized or removed entirely, replaced by job-order workflows.*

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## 🟦 Encore — Client Portal
**Domain:** `encoreclients.com` · **Color:** Teal `#0d9488`

### The Problem
Files go over email, invoices live in a separate tool, updates come through Slack. Clients are confused, things fall through the cracks, and the overall experience feels unpolished.

### Base Features
- Branded client portal
- Document sharing and centralized file access
- Direct messaging (no email required)
- Invoice viewing
- Dual-role system (Provider staff + Client)

### Who It's For
Agencies, consultancies, and any service business that regularly delivers work to external clients and wants to look premium doing it.

### How It Evolves

**🎨 Creative Agency (Branding / Video)**
Encore becomes a **Creative Delivery Platform**. Clients review and approve deliverables directly in the portal with version history and comment threads. Adds approval workflows, revision request forms, and asset download tracking. *Moderate evolution — approval and feedback layer on top of the document base.*

**⚖️ Law Firm**
Becomes a **Secure Client Matter Portal**. Each legal matter gets its own space with case documents, billing statements, court date reminders, and encrypted messaging. Adds matter-based organization, billing time entries, and strict role-based access (paralegal vs. partner vs. client). *Heavy evolution — compliance requirements, granular permissions, and audit trails.*

**🏘️ Property Management Company**
Encore becomes a **Tenant & Owner Portal**. Tenants submit maintenance requests, pay rent, and view lease documents. Property owners see occupancy, income statements, and maintenance history — two very different client types in the same system. *Heavy evolution: dual-role client architecture, payment gateway for rent, maintenance ticketing with photo uploads.*

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## 🟠 Vector — Project Management
**Domain:** `vectorpm.io` · **Color:** Orange `#ea580c`

### The Problem
Tasks are scattered across Notion, Slack, spreadsheets, and Jira. There's no single view of what's in progress, who owns what, and what's blocked.

### Base Features
- Kanban board with drag-and-drop
- Gantt-style timeline with task dependencies
- Multi-assignee task management
- Role-based access (Admin / Member / Viewer)
- Workspace and multi-project management
- Subtasks and dependency linking
- Real Firebase backend (not a prototype)

### Who It's For
Founders, Product Managers, Engineering Managers, and startup teams that need to move fast and stay aligned.

### How It Evolves

**🏢 Software Agency (like Symph)**
Vector becomes an **Agency Delivery Platform**. Each client is a workspace, projects map to engagements, and clients get a Viewer role to track progress without interfering. Adds time logging per task for billing, milestone-based billing triggers, and a client-facing status page. *Moderate evolution — billing layer and client access tier on top of existing RBAC.*

**🏗️ Real Estate Developer**
Becomes a **Construction Project Tracker**. Tasks become construction milestones with hard dependencies (can't pour concrete before permits clear). Adds document sign-offs per phase, contractor assignments, budget tracking per task, and photo progress uploads from the field. *Heavy evolution — construction-specific phase logic, budget module, mobile-first field experience.*

**🎬 Film or Events Production House**
Becomes a **Production Management System**. Projects are productions; tasks map to pre-production, shoot days, and post milestones. Adds call sheet generation, crew assignments with contact info, and a production calendar. The timeline view becomes the core. *Moderate-to-heavy evolution depending on how specialized crew management needs to get.*

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## 🟢 Alignly — HR & People Ops
**Domain:** `alignlyhq.com` · **Color:** Emerald `#059669`

### The Problem
Employee records live in spreadsheets, PTO is managed via email, and time tracking is a separate system no one updates consistently. HR spends more time on data reconciliation than on actual people work.

### Base Features
- Employee directory with org chart
- Time-off management with approval workflows
- Time tracking
- Role system (Admin / Manager / Employee)
- Self-service profile updates
- Search and filter by department

### Who It's For
HR Managers, People Ops leads, and small-to-mid-size companies that have outgrown spreadsheets but don't need the complexity of Workday or BambooHR.

### How It Evolves

**🛒 Retail Chain with High Turnover**
Alignly becomes an **Onboarding & Offboarding Engine**. New hires go through a structured digital checklist (ID submission, contract signing, uniform sizing, orientation schedule). Leavers trigger a clearance workflow (equipment return, exit interview, payroll stop). *Moderate evolution — lifecycle workflows built on the existing employee and approval base.*

**🏥 Hospital or Clinic**
Becomes a **Healthcare Workforce Management System**. Shifts replace simple time tracking — nurses and staff have rotating schedules with department-based assignments. PTO requests check against minimum coverage requirements before approval. Adds credential tracking with license expiry alerts. *Heavy evolution — scheduling engine and compliance layer are substantial builds.*

**🌏 BPO or Remote-First Company**
Alignly becomes a **Global People Ops Platform**. Multiple countries means multiple payroll rules, holiday calendars, and leave policies running simultaneously. Adds country-specific leave entitlements, multi-currency payroll exports, and a self-service hub for remote staff to update their own records. *Heavy evolution — multi-jurisdiction logic is complex, but Alignly's core is the perfect foundation.*

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## The Pattern Worth Noting

| Evolution Type | What's Being Added | Complexity |
|---|---|---|
| New KPIs / reports | Data layer on existing structure | Low |
| New workflow templates | Config on top of existing engine | Low–Moderate |
| New user type (client, field worker) | New role + access tier | Moderate |
| Multi-branch / multi-tenant | Organizational hierarchy | Moderate–High |
| Compliance / audit layer | Regulatory requirements | High |
| Financial / billing module | New system domain | High |
| Multi-jurisdiction logic | Country-specific rules | High |

The simpler evolutions add a **data or config layer** on top of the base. The heavier ones introduce a **new user type** or a **compliance/financial domain** — those are the biggest scope jumps. But in every case, the base app already has the hardest part done: the data model, auth, core UX, and role system.

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*Document generated: 2026-02-24 · Symph Agency*
