ISP Personal Future Plans
Most services have I.S.P. plans (a lot of times called by some other title) where achieving the plans goals can fall down is in actually following up getting your dedicated staff to continue working and reporting back on managing successful outcomes for the clients your customers.
Bringing it all together into the one database system is the way to go. Out of this setup you can then forward partially auto-filled pages web forms into other related database systems via scripting if it’s a regular reporting requirement.
Most of all this is a custom development service… that allows for sharing common proven methods of achieving the needed outcomes more efficient.