Goal
The goal was to build a custom Case Management CRM for Lutheran Immigration and Refugee Service (LIRS) that centralizes case and organizational data, automates complex workflows, integrates with ERP, OSRM, and billing systems via API, and supports data-driven decision-making to improve operational efficiency.
Challenge
The client needed to build a scalable platform with complex business logic, a high-load yet intuitive interface, and seamless integrations with ERP, OSRM, and billing systems. At the same time, the system had to ensure real-time data reliability, strong security, and full compliance while supporting future growth.
Outcome
The resulting CRM platform centralized all case and organizational data into one secure system, significantly streamlining daily operations.Staff gained access to automated workflows, real-time dashboards, and analytical tools that improved visibility, reduced manual work, and increased operational efficiency. The scalable architecture and robust integrations now support ongoing growth while ensuring data security and regulatory compliance.
Services & Tech Stack
Design & Prototyping
Figma
Backend Development
Java
Oracle
Apache
Frontend Development
JavaScript
Angular
Mobile Development
IOS
Android
Flutter
Database & Cloud Services
AWS
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
1
Strategic Planning
Defined automation goals and workflow optimization strategy
Planned end-to-end business logic for case management
Aligned system requirements with ERP, OSRM, and billing integrations
2
User Research
Analyzed real-life case management workflows
Identified high-load scenarios and data-heavy user needs
Focused on reducing manual work and context switching
3
Design & Architecture
Built business logic and system workflows from scratch
Designed a high-load interface with all key data on one screen
Ensured seamless integration with ERP, OSRM, GPS, and billing systems
4
Development & Launch
Iterative development and real-time testing
Continuous feature improvements leading to a stable release
Ongoing support by a dedicated team (PM, Fullstack Developers, QA)
Business 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.
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.
Real Feedback, Real Impact
Michael Beer
Head of Localization
Seamless Workflow,
Global Scalability
What impressed us most was the intuitive design. Our translators needed almost no onboarding. The workflow feels natural, and quality checks are seamless. This solution truly empowered our team to scale globally.
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