LDLightning DevelopmentsSystems LibraryWalkthrough
Static business system demo

A showroom for practical business systems.

Browse the intranet, portal, workflow, reporting, compliance, finance, and AI-search modules LD can combine into a real operating system for an NZ SMB.

Demo workspace

Operations overview

18 shown

Phase 1

18 modules

Phase 1

Mobile ready

Phase 1

LD themed

Phase 1

Browse by business area

Narrow the module list to the part of the business a prospect cares about first.

Suggested bundles

Start with a business problem, then combine the right modules.

The demo works better when prospects can see a package-shaped answer before they get lost comparing individual features.

Operations Pack

Teams drowning in repeatable admin

Standardise the process, capture requests, and generate the right work.

Complexity

Core build

Engagement

Discovery / Fixed scope / Optional retainer

Usually starts as a process and document system.

Process MappingForms & IntakeDocuments & TemplatesTools

Client Portal Pack

Service businesses with client follow-up and document chasing

Give clients one place to see requests, uploads, updates, and next steps.

Complexity

Standard build

Engagement

Discovery / Milestones / Support retainer

Usually needs roles, files, notifications, and workflow rules.

Client / Staff PortalCRMDocuments & TemplatesNewsletters

Compliance Pack

Regulated teams that need proof, review dates, and accountability

Track policies, training, audit trails, exceptions, and management visibility.

Complexity

Advanced build

Engagement

Discovery / Milestones / Governance retainer

Usually needs audit trails, approvals, reports, and sign-off logic.

Compliance & AuditTraining / CPDReporting DashboardsAI Search / Assistant

Team Hub Pack

Growing teams needing intranet-style structure

Centralise staff information, notices, calendars, training, and knowledge.

Complexity

Core to standard

Engagement

Discovery / Fixed scope / Content retainer

Usually starts as an intranet, then grows into workflow tools.

KnowledgebaseHR ManagementCommunity & NoticesBookings & Calendar

Engagement path

From demo module to real operating system.

These cues explain how a static demo becomes scoped work without pretending every business fits a fixed price.

1

Discovery

Map the business problem, users, roles, workflows, and must-have modules.

2

Scope

Turn the chosen package into a fixed build plan with milestones and acceptance criteria.

3

Build

Ship the static-looking idea as a real authenticated system with data, roles, and integrations.

4

Retainer

Keep improving the system once staff are using it and the next bottleneck becomes obvious.

Guided walkthrough

Pick the sentence that sounds most like your business.

These paths translate vague business pain into a starting package, a short module list, and the first scoping conversation.

I need an intranet

Staff keep asking the same questions and important information lives in email, chats, and folders.

Recommended start

Team Hub Pack

KnowledgebaseHR ManagementCommunity & NoticesBookings & Calendar

Start by mapping staff roles, recurring questions, policies, and the content owner.

I need a client portal

Clients need updates, document requests, follow-up tasks, and a cleaner way to interact with the business.

Recommended start

Client Portal Pack

Client / Staff PortalCRMDocuments & TemplatesNewsletters

Start by mapping client stages, required documents, user roles, and handoff points.

I need compliance visibility

Managers need proof that policies, training, reviews, and exceptions are being tracked properly.

Recommended start

Compliance Pack

Compliance & AuditTraining / CPDReporting DashboardsAI Search / Assistant

Start by mapping review cycles, evidence requirements, sign-offs, and reporting obligations.

Knowledgebase

Policies, procedures, and answers in one searchable place.

42 articles8 categories94% resolved

Newsletters

Plan, draft, approve, and track business communications.

3 drafts1 scheduled68% open rate

Tools

Useful calculators, generators, and workflow helpers.

12 tools5 templates18 hrs saved

HR Management

Staff records, leave, onboarding, and compliance tracking.

14 staff6 leave requests91% complete

Process Mapping

Process Street-style templates and live checklist runs.

9 processes31 active runs7 overdue

CRM

Leads, client records, pipeline, notes, and follow-ups.

28 leads$84k pipeline11 follow-ups

Reporting Dashboards

Management KPIs, exceptions, exports, and trend snapshots.

9 KPIs4 alerts3 exports

Documents & Templates

Generate, review, upload, and approve repeatable business documents.

16 templates7 pending2 approvals

Compliance & Audit

Policy checks, review dates, audit trails, and risk follow-up.

12 checks3 due soon98% logged

Bookings & Calendar

Appointments, rooms, resources, events, and conflict warnings.

18 events4 rooms2 clashes

Training / CPD

Learning modules, staff progress, certificates, and CPD logs.

8 courses76% complete4 certificates

Referrals & Leads

Partner referrals, attribution, status tracking, and split reporting.

19 referrals$42k pipeline6 partners

Finance / Billing

Invoices, payments, statements, recurring charges, and sync status.

$18k due4 overdue92% synced

Forms & Intake

Public forms, internal requests, triage, validation, and conversion.

11 submissions5 triaged3 converted

Client / Staff Portal

Role-based home screens, self-service tasks, files, and updates.

4 roles23 tasks12 uploads

AI Search / Assistant

Search company knowledge, draft internal notes, and summarise work.

128 sources9 drafts4 summaries

Community & Notices

Announcements, events, resources, member updates, and feedback.

5 notices3 events18 responses

Calls & Voice Workflows

Call logs, transcripts, follow-up tasks, and voice workflow routing.

14 calls6 tasks3 escalations

Knowledgebase

Static demo
Search policies, procedures, and answers
How to onboard a new client
Password and access policy
Monthly reporting checklist
How to request a system change

Newsletters

Static demo

June customer update

Draft campaign with audience, approval checklist, and scheduled send preview.

Draft

Review

Approval

Scheduled

Tools

Static demo

Automation ROI

Estimate hours and monthly savings

Document checklist

Generate the files needed for a workflow

Follow-up drafter

Create a client-ready follow-up message

HR Management

Static demo
Emma WilsonOnboarding
Mat TurnerTraining
Sarah LeePolicy review

Process Mapping

Static demo

New client onboarding

Process Street-style checklist run

Intake form receivedComplete
Assign ownerComplete
Create client workspaceIn progress
Schedule kickoffWaiting
Send welcome packWaiting

CRM

Static demo

Apex Electrical

Discovery

$7,500

Harbour Finance

Proposal

$12,800

Northside Health

Won

$9,200

Reporting Dashboards

Static demo

Open tasks

37

+8 this week

Client response time

4.2 hrs

18% faster

Monthly admin saved

42 hrs

Tracked estimate

At-risk items

4

Needs review

Pipeline valueLast 6 months

Documents & Templates

Static demo

16

Templates

23

Generated

7

Approvals

Client proposal pack

Ready for review

PDF

Staff onboarding checklist

Awaiting manager

DOCX

Monthly board report

Generated today

PDF

Supplier agreement

Client upload needed

Upload

Compliance & Audit

Static demo

98%

audit logged

3

due soon

0

critical gaps

Privacy policy acknowledgement

Owner: All staff

Complete

Client advice QA sample

Owner: Sarah

Due soon

Supplier access review

Owner: Ops

In progress

Incident register check

Owner: Admin

Logged

Bookings & Calendar

Static demo
M
T
W
T
F
S
S

Discovery call - Harbour Finance

Rupert

Today 10:30

Boardroom booking

Room 2

Today 13:00

Policy review workshop

Team

Tomorrow 09:00

Client onboarding kickoff

Online

Friday 11:00

Training / CPD

Static demo

8

courses

76%

complete

4

certificates

Privacy and data handlingDue Friday
Client onboarding standardsIn progress
Health and safety refreshCertified
Quarterly compliance updateDue soon

Referrals & Leads

Static demo

Partner pipeline

Attribution and follow-up view

$42k

Mortgage Lab Alumni

5 leads

$14,200

Accountant partner

3 leads

$8,900

Insurance adviser

7 leads

$16,400

Website enquiry

4 leads

$2,500

Finance / Billing

Static demo

$18k

due

4

overdue

92%

synced

INV-1048

Sent

$2,400

Monthly retainer

Recurring

$3,800

Xero sync

Healthy

92%

Overdue follow-up

Needs action

$1,200

Forms & Intake

Static demo

New enquiry intake

Capture a form, validate required details, triage the request, and turn it into the next useful record or task.

Website strategy request

Create CRM lead

Qualified

Staff equipment form

Assign ops task

Pending

Client upload request

Attach documents

Complete

Automation idea

Estimate value

Needs review

Client / Staff Portal

Static demo

Client

Staff

Manager

Admin

Client dashboard

3 open requests

Client

Staff workspace

8 tasks due

Staff

Manager approvals

4 waiting

Manager

Admin settings

2 changes

Admin

AI Search / Assistant

Static demo
Ask company knowledge safely

Search policies

12 source matches

Knowledge

Draft client reply

Ready for review

Writing

Summarise meeting

4 actions found

Notes

Find overdue work

6 items flagged

Ops

Community & Notices

Static demo

Staff announcement hub

Keep important updates visible without burying them in email, chat, or a document nobody opens.

System maintenance notice

All staff

Published

Team training event

Friday

Scheduled

Resource library update

Policies

New

Feedback pulse

Open

18 responses

Calls & Voice Workflows

Static demo

14

calls

6

tasks

3

escalations

Inbound enquiry

Create lead

Summarised

Client follow-up call

Assign tasks

2 actions

Missed call queue

Return call

3 waiting

Escalation route

Manager

Active

Built as a sales and discovery asset

Pick a module, then turn it into a real system for your process.

The point is not to sell a generic app. The point is to make the options visible, then shape the right combination around the business.

Lightning Developments Systems LibraryStatic demo. No client data. No database writes.