
Bouygues UK
No existing logistics software could handle what Helen Luhaäär needed: form-based booking with validation rules, 72-hour notice enforcement, connected gate and hoist schedules, and approval workflows with visible statuses. So she built the entire system herself in Morta.
Executive summary
Bouygues UK needed a logistics booking system for complex construction sites with limited storage, restricted offloading bays, and strict vehicle/equipment limitations — but no existing solution on the market could accommodate their specific requirements. Helen Luhaäär, one of the first data analysts at Bouygues UK, built a complete custom solution in Morta combining dynamic forms, automated 72-hour notice enforcement, connected gate and hoist schedules with dependency rules, approval/rejection workflows, and Power BI dashboards for visualisation.
Thanks to Morta, we can personalise and track our logistics operations in ways traditional tools never allowed.
Helen Luhaäär, Data Analyst @ Bouygues UK
The results
Automated conflict prevention eliminated overbooking of gate and hoist time slots entirely. The system automatically rejects non-compliant bookings before they even reach the logistics team, ensuring only valid data proceeds through the workflow. Real-time status updates give both users and logistics teams clear visibility — after submission, users can immediately see whether their booking is pending, approved, or automatically rejected for insufficient notice.
The 72-hour notice period is enforced automatically for both booking and withdrawing time slots, removing the need for manual compliance checking. Gate and hoist schedules are linked with built-in dependencies — only Gate 5 is available for Hoist 3, for example — and users cannot select incorrect combinations. Materials and sizes are restricted based on predefined parameters for each access point. The system is adaptable and can be replicated across sites with different configurations of gates, hoists, and material restrictions.
The challenge
In complex construction projects, Bouygues UK faced specific logistics challenges that no existing solution on the market could accommodate. Confined spaces with restricted offloading bays and limited storage created constant coordination challenges. Depending on location, gates, and equipment, there were strict size and weight restrictions that varied by access point.
Synchronising gate and hoist schedules was difficult, with no mechanism to prevent double-booking of time slots or ensure approved bookings made slots unavailable to others. Without controlled data entry, bookings frequently contained errors that caused downstream problems for the logistics team. None of the existing logistics software could handle the specific combination of requirements: form-based data input with validation rules, 72-hour notice enforcement, connected gate and hoist schedules with dependencies, visual time slot availability, and approval and rejection workflows with visible booking statuses.
The solution
Helen and Liliana from the logistics side designed a complete custom booking system within Morta. Users book material deliveries and hoists through Morta forms, with the interface showing green slots for available and red slots for booked, allowing users to see current and future availability before submitting. Users must read and acknowledge relevant documentation before proceeding, and material types, sizes, and certification requirements are all controlled through preset validation rules.
If users try to bypass the 72-hour notice period, the system automatically rejects the submission before it reaches the logistics team — only valid data can proceed. The system integrates hoist and gate schedules with dependencies, so only specific gates are available for specific hoists and users cannot select incorrect combinations. The logistics team can see all pending and completed bookings, override automatic rejections for urgent cases, add comments, and download daily schedules. Users can withdraw bookings provided they meet the notice period, with the system dynamically displaying only eligible bookings for withdrawal. Power BI dashboards provide enhanced visualisation of booking patterns and site activity.
The implementation
The implementation was a collaboration between Helen as data analyst and Liliana from the logistics side — Liliana provided the operational requirements, and Helen made them a reality in Morta. As one of the first data analysts within Bouygues UK, Helen brought a fresh perspective to construction site challenges.
The solution combines three technologies: Morta for data management, forms, and workflows; Power BI for visualisation and reporting; and automated webhooks for notifications and status updates. Helen designed the data schema with such care that the structure required no revision on first review. The system can be adapted for different site configurations with different gates, hoists, material restrictions, and notice periods, making it replicable across Bouygues UK’s project portfolio.
Before & after
No mechanism to prevent double-booking
Automated conflict prevention eliminates overbooking entirely
Manual compliance checking for 72-hour notice
System automatically rejects non-compliant bookings
No visibility on booking status
Real-time status: pending, approved, or rejected
Want to see how this could work for your projects?
Frequently asked questions.
Common questions about this template and how it works.
Why couldn’t Bouygues use an existing logistics solution?
No existing solution could handle the specific combination of requirements: form-based data input with validation, 72-hour notice enforcement, connected gate/hoist schedules with dependencies, visual time slot availability, automated rejection of non-compliant bookings, and approval workflows with visible statuses.
How does the booking system prevent overbooking?
Once a time slot is approved, it automatically becomes unavailable to other users. The schedule shows green (available) and red (booked) slots. If a user tries to book an already-taken slot or bypass the 72-hour notice period, the system automatically rejects the submission before it reaches the logistics team.
How are gate and hoist schedules connected?
The system has built-in dependencies — for example, only Gate 5 is available for Hoist 3. Users cannot select incorrect gate/hoist combinations. Materials and maximum sizes are also restricted based on predefined parameters for each access point.
Full community session transcript
Mo: We’re now going to move on to a different use case and a different builder from Bouygues UK. Helen Luhaäär is going to share her experience with us. She’s going to be taking us out of information management for a bit and talking about something completely different. I’ve also learned that Helen is one of the first data analysts within Bouygues UK. I will just say it is hands down one of the best implementations I’ve seen, combining three technologies for a completely new use case. Helen had a rare thing happen where the first time she showed me the use case, I had nothing to say on her schema off the top of my head, and that does not happen very often.
Helen: Thank you very much for having me today. I’m Helen Luhar from Bouygues UK, and I’m a data analyst working in complex projects. Today, I’ll be touching on logistics. For this specific use case, we had two team members: myself, a data analyst, and Liliana from the logistics side. Essentially, Liliana provided the information, and I made it a reality.
In complex projects, we have specific requirements due to limited storage space, restricted offloading bays, and equipment and vehicle limitations. Depending on location, gates, and equipment, we face size and weight restrictions. None of the existing solutions could accommodate this, so we decided to create our own system.
Our requirements: User-friendly data input through forms. Controlled data input to ensure values align with restrictions. 72-hour notice periods for booking and withdrawing time slots. Preventing overbooking by ensuring approved bookings make time slots unavailable. Separate schedules for gates and hoists with communication between them. Visual time slot availability for end users. Approval/rejection workflows with visible booking statuses.
This is one of the pages where users can book both material delivery and hoists. After logging in, it shows the hoist schedule. Green slots are available, and red ones are booked. Users can view current and future availability.
Users must read and acknowledge relevant documentation before proceeding. If I want to book Thursday morning, I can see that 8 and 9 o’clock slots are already taken. I pick a valid slot, such as 10 o’clock, and Morta dynamically verifies the booking.
If users try to bypass the 72-hour notice period, the system will reject the submission automatically, even before it reaches the logistics team. Only valid data can proceed.
The system integrates hoist and gate schedules. Only Gate 5 is available for Hoist 3, and users cannot select incorrect options. Materials and sizes are also restricted based on predefined parameters. Any material requiring certification prompts users to upload the necessary documents.
Logistics staff can see pending and completed bookings. Even though the system automatically rejects invalid submissions, the team can override decisions for urgent cases. They can also add comments, download daily schedules, and monitor site activities effectively.
If users wish to withdraw bookings, they can do so, provided they meet the 72-hour notice period. The system dynamically displays only eligible bookings for withdrawal.
Mo: Amazing. Thank you so much for sharing that, Helen. Your ability to address on-site problems and build the solutions you need is always impressive. What you’ve done is a great example of innovating with the platform.
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