CRM and ERP system for remote staff management

  • Industry: CRM, Business
  • Platform: Web, Mobile

Objective:
 
To develop a complex SaaS system for companies providing services and having field employees. The system must have a web-based admin panel for managers, a mobile application for clients where they can order services, and a mobile application for field workers.
 
A client must have the ability to create an order via:
 
– mobile application

– call to the company’s call center
 
Sample use cases:
 
– ordering cleaning services

– demanding an insurance agent to arrive at an accident scene, make a report, and calculate accident damage

– managing the work of merchandisers

 
Project details
 
Duration: 6 months, 3000 hours
 
Technologies:

Web: HTML5/CSS, AngularJS, SASS

iOS: Objective-C

Android (Java): Retrofit, Dagger, RxJava, ORMLite, RenderScript, GPUImage

Backend (PHP, Java): Yii, Symfony, Spring

Database: MySQL, PostgreSQL

Infrastructure: Amazon(EC2, Load balancer, Autoscaling group, S3, RDS, SNS), Docker
 
Methodology: Agile
 
Team:

development team – backend developer, frontend developer, iOS developer, Android developer

UI/UX designer

QA engineer

business analyst

project manager
 

Solution:
 
The initial stage was all about software requirements specification development and design of the system to be built. Thanks to the consistent communication with the client, we managed to process the requirements and make the design within a month.
 
The initial stage was all about software requirements specification development and design of the system to be built. Thanks to the consistent communication with the client, we managed to process the requirements and make the design within a month.
 
We started the development process with MVP creation. A challenging part was to determine the features of the highest priority so that we could create the backlog for the first release to be made in 3 months.
 
In order to have enough time for implementing essential functionality, we decided to leave out the mobile application for clients, allowing them to order services by making a call to the call-center.
 
So, in the first version clients make their requests via the call-center, their request is processed by a manager, whereas admin users and field employees can use complete applications.
 
During the next two months, we built a mobile application for clients that enables them to place order requests online, track their status, and provide feedback on the service.
 
Thus, we developed a system which ensures the following business operations:
 
– request checking and approving by a manager
– request placing to the pool of active orders
– task assignation between employees
– automatic tracking time of order completion
– orders’ / tasks’ status tracking
– making an individual working schedule for each employee
– gathering and analysing of user feedback
– creating reports, uploading images

 
Result:
 
We have developed a complex CRM system with a web-based admin panel and native mobile applications for iOS and Android (for clients and the customer’s employees). The solution helps optimise and automate business processes within the company, manage employees’ activities, and improve customer service.

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