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DEMONSTRATION STUDY / Kalem Operations

From inquiry to an approved version.

Kalem Operations — how one business rule shapes a screen, a warning and the next step.

Vorion concept — fictional company and data. Not a client project.

01 / An invented business brief

An invented business brief

A custom workshop tracks inquiries, measuring, quotes and production. It needs to see whose turn it is and what the client actually approved. This is a demonstration brief, not a real client request.

A flow you can walk through

  1. 01

    Open K-104, assign quote preparation and move the job to Quote.

  2. 02

    Approve v1 in the client view, then confirm Approved in the team view.

  3. 03

    Change the first line quantity from 5 to 6. This opens v2 and returns the job to Quote.

  4. 04

    The client sees what no longer applies and approves v2. The team can continue only with a current approval.

02 / THE KEY RULE

Approval belongs to a version. Not the whole job.

The old approval stays in history, but no longer permits production. The new version, new total and new approval must match.

03 / Why the interface works this way

Why the interface works this way

Next step before the detail
Status, amount and next action are together. The team does not need to search for the blocker.
A warning at the decision point
The message beside the action names the version awaiting approval and explains why the old one no longer applies.
Only the relevant detail for the client
The client view shows the quote and next step; internal notes and assignments stay in the team view. This is not access control.

04 / ACTUAL DEMO STATES

01 / The client approves v1

Kalem Operations / client viewCONCEPT
Actual Kalem Operations demo, quote v1 approved. Fictional data and illustrative amounts.
Vorion concept — fictional company and data. Not a client project.

02 / The team edits a line — v2 awaits approval

Kalem Operations / team viewCONCEPT
Actual Kalem Operations demo, revised quote v2 awaiting fresh approval; old v1 approval no longer applies. Fictional data and illustrative amounts.
Actual demo capture: v2 awaits approval; v1 no longer applies. Amounts are illustrative.

03 / The client sees the new version

Kalem Operations / client viewCONCEPT
Actual Kalem Operations demo, revised quote v2 awaiting fresh approval; old v1 approval no longer applies. Fictional data and illustrative amounts.
Actual demo capture: v2 awaits approval; v1 no longer applies. Amounts are illustrative.

04 / Fresh approval of v2

Kalem Operations / client viewCONCEPT
Actual Kalem Operations demo, quote v2 approved. Fictional data and illustrative amounts.
Vorion concept — fictional company and data. Not a client project.

What actually works

  • Job search and filters; summary amounts calculated from the displayed data.
  • Quote lines, VAT calculation and version-specific approval.
  • Task assignment, stage rules and change history.
  • Team and client views of the same data; internal comments hidden from the client view.
  • Prepared K-107/K-108 scenarios from the Kalem website and SR/EN views.

What is simulated

  • No real client or proven business results.
  • No Operations database or permanent storage; refreshing resets the example.
  • The client view is not a login or a security boundary.
  • No email, real inquiry submission or persistent website integration.
  • The quote is an on-screen view, not a PDF; amounts are invented.
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