Implementation BlueprintExecution layer

Budibase Internal Request Portal Build (7-9 days)

A fixed-scope delivery that turns a client's employee request backlog into a Budibase app with role-based access and automated routing, sold to mid-market ops teams that already carry an internal tool budget. Time: 7-9 days.

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Blueprint

Budibase Internal Request Portal Build (7-9 days)

A fixed-scope delivery that turns a client's employee request backlog into a Budibase app with role-based access and automated routing, sold to mid-market ops teams that already carry an internal tool budget.

Prerequisites
  • Client data source access (Postgres, MySQL, Airtable, or Google Sheets) with read/write credentials for the Budibase connection
  • Named internal owner on the client side who can approve user roles and sign off on the first workflow
  • Decision on cloud versus self-hosted deployment, driven by the client's data residency requirements
  • Inventory of the top 3 employee request types and their current approval paths
  • Agreement on creator seats: Budibase bills per creator, so the client must name who holds them
Execution Timeline
  • 1.Deploy the Budibase instance (cloud or self-hosted) and configure the initial workspace
  • 2.Set up user roles and brand settings to match the client's environment
  • 3.Connect the client's primary data source and confirm table sync
  • 1.Map the highest-volume request type and its approval chain
  • 2.Build the first multi-screen app in the drag-and-drop builder against the live data source
  • 3.Wire the automation builder to the request table with a trigger on new submissions
  • 1.Add routing and notification actions so requests land with the right approver
  • 2.Connect Slack so status changes post to the client's ops channel
  • 3.Configure Jira or Salesforce actions if the request type feeds a downstream system
  • 1.Build the approval screen with role-gated buttons for approvers versus requesters
  • 2.Set permissions so staff see only their own submissions
  • 3.Test the full request-to-approval loop with seed data
  • 1.Stand up a Budibase AI agent to answer common employee questions against the connected data
  • 2.Point the agent at the request knowledge base and cap it to read-only queries
  • 3.Run a small pilot group through the agent and log unanswered questions
  • 1.Add the second and third request types using the same table and automation pattern
  • 2.Tune automation triggers to avoid duplicate notifications
  • 3.Verify log retention settings match the client's audit needs
  • 1.Handover session with the client's internal owner covering the app builder and automation builder
  • 2.Document the creator seat allocation and AI credit consumption against the plan tier
  • 3.Deliver the runbook and close out the pilot feedback items
$499 to $1,500 for the build, with the client carrying Budibase directly at $19/month per user on Pro, $49/month per creator on Premium, or $299/month per creator on Business depending on workspace count and log retention7-9 days
ROI Logic

The build is billed as a fixed-fee engagement while the client holds the Budibase subscription, so agency margin comes from setup labor rather than a resale markup. Because Premium runs $49/month per creator and Business $299/month per creator, the recurring platform cost stays small relative to a $499/month retainer only when the client keeps creator seats to one or two. Scope the retainer around monitoring and minor app changes at roughly 3 hours a month, and the delivery stays profitable without the agency absorbing seat costs.

Deliverables
  • Configured Budibase workspace with connected data source and defined user roles
  • Request intake app with approval screens and role-based permissions
  • Automation set covering routing, Slack notifications, and downstream Jira or Salesforce actions
  • Budibase AI agent answering employee questions against the request knowledge base
  • Handover runbook documenting creator seats, AI credit usage, and log retention settings
Definition of Done

The client's internal owner can create a new request type in the Budibase app builder and route it through an approval without agency assistance.

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