KJM Case Study | AI-assisted applications
KJM case study

From vibe coding to connected business software.

AI did not just help us build screens faster. It let us rethink where lightweight custom software can sit inside an existing enterprise ecosystem, connecting marketing, customer data, workflow, calendars and follow-up without creating another isolated application stack.

AI-assisted developmentGoogle WorkspaceMicrosoft 365Integrated workflowProduction support model
Animated case study

Follow one enquiry from thought leadership to today’s work.

The animation tells the business story and the technology story together. Each hand-off shows what the person does, what information moves, and why the integration has been designed that way.

Animated journey

Watch an enquiry become today’s work.

Follow the customer action on screen, then watch the hand-off explain what moves between systems and why.

Interactive animation

Open on a larger screen to see the full journey in motion.

The animation follows a prospect from a LinkedIn article to a website enquiry, into a secure CRM inside Microsoft 365, then through the email and Teams integrations that keep the relationship moving without re-keying.

Designed for a tablet, laptop or desktop. You can keep exploring the full case study below on mobile.
1. Thought leadership creates intentA reader reaches the article through LinkedIn.
Thought
LinkedIn article view for Confessions of a Serial Vibe Coder
PLAN. DELIVER. GROW.

Confidence to Navigate
Workforce, Payroll and
Technology Change

Whether you're solving payroll challenges, implementing new technology or improving business processes, KJM provides the expertise and support to help you move forward with certainty.

Fractional CIOWFM & HRISAI & AutomationProject Delivery
TALK TO KJM

Tell us what you are trying to solve.

We will route your enquiry to the right person and come back with a practical next step.

✓ Enquiry sent securely
RCRelationship CRMMARKETING CRM
Signed in asAlex Morgan
RELATIONSHIP CRM

Home

Relationships, follow-ups and opportunities requiring attention.

My workAll workRefresh
RELATIONSHIP AND REVENUE DASHBOARDWelcome, Alex MorganSee what needs attention, move new enquiries into the pipeline, and keep every opportunity progressing.
+ New lead+ New opportunity
CUSTOMER JOURNEYFrom enquiry to won work
Open leads2
40%→
Open opportunities4
25%→
Won this financial year1
Active pipeline$185,000Across 4 opportunities
Weighted pipeline$72,500Adjusted by win probability
Needs attention2Overdue or due today
Lead conversion40%2 of 5 valid leads
TODAYPriority actions
AI Strategy Discussion • Sarah MitchellTeams meeting • Northstar Services • 10:30 amToday
Follow up proposal • Apex AdvisoryWaiting for responseOverdue
Call • Jordan LeeRelationship follow-upToday
Prepare discovery • Harbour GroupOpportunity next actionTomorrow
LEAD INBOXNew relationships to progress
Sarah MitchellNorthstar • AI & Automation • LinkedIn NewJust now
Jamie ChenUrban Works • ReferralVerified
Priya ShahBeacon Health • WebsiteNew
● New enquiry received • Sarah Mitchell
MICROSOFT 365 CALENDAR

Create Teams meeting

ContactSarah Mitchell
OrganisationNorthstar Services
Owner / organiserAlex Morgan
WhenFriday 4 Sep • 10:30–11:15 am
SubjectAI Strategy Discussion
✓ Meeting created in Microsoft 365 and linked to the relationship.

Calendar

Work week⌄Filter applied⌄Meet now▣ New⌄
▣Today‹›31 August – 4 September, 2026⌄
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Monday31
Founders Meeting11:00 am
Tuesday1
Knowledge Share1:00 pm
Wednesday2
Thursday3
Client review12:00 pm
Friday4
AI Strategy Discussion10:30–11:15 am
Teams • Sarah Mitchell
Annual leave • team visibility
Designed for the real world

The principles behind the build.

This is a simplified mock-up of KJM's own relationship and marketing application, built with AI and used operationally by our team. It shows a fraction of the functionality, but every design decision on screen is deliberate. The interesting part is not that AI wrote the screens faster. It is where the application sits: inside the Microsoft 365 environment, so identity, access and foundational platform security are inherited rather than recreated.

What you just saw
Start where the work starts.

The design begins with how someone actually runs their day, not with the technology. The CRM opens on today's priority actions, not a database to browse.

Enter once. Use everywhere.

Attribution, contact, enquiry and meeting context move with the work across the website, CRM, Calendar and Teams. Nobody re-keys, and nothing is lost in the hand-offs.

Inherit enterprise security.

We did not build a security model. We inherited one. The public enquiry holds no customer data. Everything sensitive lives under Microsoft 365 identity, access and logging, with least-privilege applied on top. Leverage the platform's controls rather than reinventing them.

Right-size now, grow later.

SharePoint Lists are the lightweight data layer today, with a defined path to Azure SQL when scale, performance or data complexity justify it. Platform capabilities where they fit, licences and infrastructure only when the requirement earns them.

Looks done is not the same as done.

AI makes a prototype look finished in hours. The performance limits only surface under load, and security gaps may only be found if someone knows where to look and test. Fast agile rebuilds do not help if the same fault is rebuilt each time. That judgement, not the code, is the real work.

Also designed in
Ownership, supportability, governed change and lifecycle cost are built in from the start, not retrofitted. Covered in detail below.
Good application design removes friction without removing control.
Note: Screens and data presented are indicative only with minor alterations made to suit the animation
Built for our own business

We built this one for ourselves.

The CRM shown in the animation is KJM's own relationship and marketing application. We use it operationally, so we have to live with the security, usability, supportability and future-change decisions we make.

One opportunity. Two lenses.

There’s more to explore. Choose your lens.

We’ll take you through the same opportunity from the perspective that matters most to you. Choose Business for value, risk and agility, or Technology for architecture, controls and support.

Your curated case study starts with your perspective.

Choose the lens above that best matches the decisions you make. We’ll take you through the same opportunity with the emphasis placed on what matters most to you.

Business · value, economics, risk & agilityTechnology · architecture, controls, support & scale
The lesson

AI changed the cost of construction. It did not repeal good technology management.

That creates a new middle ground between spreadsheets, generic SaaS and traditional custom development. The opportunity is real, but only when architecture, governance, engineering judgement, user experience and support are treated as part of the product.

Plan. Deliver. Grow.