Mockup for Mary
Mary's Day, every screen
A clickable walkthrough of the whole system: her day, tasks, capture from paper and voice, meeting approvals, her people, the company rhythm, Ask, requests by email, and the Request for Payment flow. Each screen works on a phone and on a desktop. Nothing here is real or sent anywhere.
Mary's Day
Today
Meetings with buffers, tasks she can push in one tap, and what she's waiting on.
Tasks
Grouped by day the way she drags things in Outlook. Overdue on top.
Capture
Photo of a legal pad page, a voice memo, or a recording.
Voice memo arrived
Matched to her Outlook calendar before anything is transcribed.
Meeting approval
Nothing is sent until she picks exactly who gets it.
People
One binder per direct report, like her hole-punched folders.
Sara's binder
What each owes the other, shared projects, and the 1:1 agenda.
Company rhythm
T1, T2, T3 by department, Gantt-style.
Ask
Chat over her own notes, tasks, people, and calendar.
Requests by email: approve, sign, decide
Request for Payment: the team member's side
Start with an email
Just their email, then on to the form.
Fill in the RFP and sign
Company, vendor, dates, reason, line items with invoice numbers, attachments, and a signature.
Sent, and where it is
A tracker showing who has signed and who is next.
Director signs
Opened from an email link. Review, sign, or send it back.
Request for Payment: Mary's side
Mary gets the email
Only after the manager and director have signed.
Review: approve or deny
Line items, invoices, quick checks, and signatures so far.
Deny with a reason
Her note goes back word for word.
Approved and signed
Her saved signature is stamped on. 30 seconds to undo.
The signed PDF
On letterhead, three signatures, invoices behind it. Print or save it.
Preparer gets it, approved
The signed PDF, with the director copied.
Preparer gets it, denied
Mary's note and a "Fix it and resend" button.
Sample data: Bay Linen Service and its invoices are made up. Use "Reset sample data" in the top bar to start the RFP over.