5-step
Reporting workflow
A guided Trajectplan Builder helps consultants move from employee dossier to structured trajectory plan through a clear step-by-step process.
meshimo · Workforce mobility & reintegration
ValentineZ: a customer management and reporting platform for reintegration workflows
Professional servicesAIInternal tools
How we are building a digital platform that centralizes dossier management, guided reporting, AI-supported document generation, and role-based access for reintegration consultants.
Client: ValentineZ
Duration: Ongoing product build and rollout
Market: Workforce mobility, reintegration & absenteeism services
Client
ValentineZ
Duration
Ongoing product build and rollout
Market
Workforce mobility, reintegration & absenteeism services
Role
Product strategy, AI workflow design & implementation
Indicative impact
Operational consistency through a structured, AI-supported reporting and dossier platform.
1
Central dossier environment
Employers, employees, users, documents, and reporting actions are brought together in one internal platform.
Export-ready reporting output
Trajectory plans can be previewed, reviewed, corrected, and exported as professional PDF documents.
Roles
Role-based access
Admins manage broader access while standard users only see employers, employees, and documents relevant to their assigned cases.
How we executed
The assignment centered on one goal: turning ValentineZ's reporting-heavy reintegration process into a structured, scalable, and AI-supported operating system for consultants.
Step 1
Mapping the operational workflow
We translated the existing way of working into a clear digital process: employers, employees, assigned users, documents, trajectory plans, exports, and support needs. The process was mapped around the daily workflow of consultants — from opening a dossier and linking the right employer to building, reviewing, and archiving the final trajectory plan.
Stack / tools
Next.jsSupabaseOpenAIRole-based accessPDF generationDocument workflowsHelp centerSupport ticketingTraining materials