Case Management CRM Platform
Industry:
E-Commerce, CRM Tech.
Services:
• Dedicated development team
• UX/UI design
• Front-end development
• Back-end development
• Quality assurance Product extension
Tech stack:
Client & Product:
Case Management CRM Platform - Lutheran Immigration and Refugee Service (LIRS) is a case management system supporting CRM integration API.
Challenges:
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• Developing – business logic and work algorithms for the whole system from scratch.
• Creating a convenient and informative user interface with real-time dashboards.
• Integrating ERP, OSRM, online billing and reporting services.
Project stages:
Business logic creation
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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
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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
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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:
By fully utilizing this system to consolidate case management and organizational data, LIRS was able to manage its lines of business more efficiently and more cost-effectively.
Implemented features
Client dashboard
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Clients can view details related to their equity loan on a single dashboard.
Real-time information
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The platform keeps track of all global sales.