SpeedFlow
Utility operations
Utility Referral Operations Portal
A referral-heavy utility workflow needed a cleaner way for partners, reps, managers, and admins to move work without living in spreadsheets.
The situation
The operation had several people touching each referral: outside partners submitting work, field reps monitoring partner activity, internal reps making contact, and managers reviewing follow-up. When that work lives across forms, spreadsheets, and side conversations, the queue gets hard to trust.
The system
The portal created a role-based operating layer for submitting referrals, working daily queues, logging contact attempts, managing callbacks, reviewing status, and tracking partner payments.
What changed
Partners could submit and check referral status
The system gave partners a cleaner way to send in referral details and see where submitted work stood.
Reps had clearer work and callback queues
Daily work and follow-up activity were separated into views that made the next action easier to find.
Managers could review the full queue without chasing updates
The management view made it easier to search, filter, review history, and understand what still needed attention.
Payment status lived with the work
Commission and payment status were connected to the related referral instead of being tracked as a separate follow-up process.
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