Case Management CRM Platform
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Industry:
CRM Tech, Nonprofit Tech.
Services:
- Backend Development: Java, Oracle, Apache
- Frontend Development: JavaScript, Angular, Figma
- Databases: SQL
- Mobile Development: iOS, Android, Flutter
- Cloud Services: AWS
Tech stack:
Client & Product:
The Case Management CRM Platform, developed for Lutheran Immigration and Refugee Service (LIRS), is a custom system designed to automate case management workflows and integrate with ERP, OSRM, and online billing services via API. It centralizes organizational and case data, provides analytical tools, and streamlines daily operations, enabling staff to manage refugee and immigration services more effectively.
Challenges:
Business Logic Development: Creating comprehensive business logic and workflows from scratch to support complex case management processes was technically demanding.
User Interface Design: Designing a high-load, user-friendly interface with real-time dashboards that consolidates extensive data on a single page posed significant challenges.
System Integration: Seamlessly integrating ERP, OSRM, and online billing services with diverse data structures required robust compatibility and error-handling mechanisms.
Scalability: Ensuring the platform could handle increasing case volumes and future organizational growth demanded scalable architecture.
Data Security: Implementing stringent security measures to protect sensitive case data while complying with privacy regulations was critical.
Project stages:
Business logic creation
The aim of the project was to create a completely new solution to automate workflow and reduce the human factor. We built the business logic from scratch. It was crucial to think through work algorithms for the whole system in order to enable seamless integration of the ERP, GPS, OSRM and online billing.
Improving the user interface
Once the business logic was set, the next step was to create a user-friendly interface. Due to the specifics of the client’s workflow, the interface is an extremely high load and needs to contain a lot of indicators and data. It was, therefore, essential to create a convenient interface with all the necessary information on one page to eliminate the need to switch between different pages, thus saving users time constantly.
Testing in real-time
Genius team was steadily working on increasing the product's functionality which resulted in a successful release. The project is currently supported by a support team containing a Project manager, two ASP.NET Fullstack developers and a Manual QA Engineer.
Value:
The platform enhances LIRS’s operational efficiency by automating workflows, consolidating case data, and providing real-time insights. It reduces manual tasks, improves cost-effectiveness, and scales to meet growing needs, enabling better service delivery for refugees and immigrants.
Implemented features
Client Dashboard
A centralized interface displaying real-time case details, progress, and key metrics, empowering staff to manage cases efficiently.
Real-Time Information
Provides immediate updates on case statuses and organizational trends, supporting rapid decision-making and operational adaptability.