CRM System
Case overview
Managing company operations efficiently has become increasingly complex. CRM emerged as a solution to address the growing needs of IT and product companies seeking to streamline their operations. The system was conceived as a response to the fragmented nature of existing management tools, offering a unified platform that brings together human resources, project management, and financial operations under one roof.
Goal: The primary objective was to optimize how IT companies manage their day-to-day operations by creating a comprehensive system that eliminates the need for multiple software solutions. CRM aims to provide a single source of truth for all company operations, enabling better decision-making through accurate data collection and analysis. The system was designed to be highly adaptable to various IT company structures while maintaining ease of use and efficiency.
Key project info
Industries
IT Companies, Product Companies, Software Development Teams, Digital Agencies
Services
CRM System Development, Business Process Automation, Project & Resource Management, Financial Management Systems, HR Management Solutions, Time Tracking Systems, Reporting & Analytics
Solutions
Unified Platform (HR, Projects, Finance), Centralized Data (single source of truth), Automated Invoicing & Financial Processing, Time Tracking & Billing Accuracy, Resource Planning & Allocation, Employee Management (salaries, bonuses, leave), Real-time Updates, Access & Role Management
Technologies
NET Framework, ASP.NET Core, C#, Entity Framework Core, ASP.NET Web API, Umbraco CMS, SignalR, Hangfire, JWT, OAuth 2.0, React 18, TypeScript, Redux Toolkit, RTK Query, React Query, jQuery
The challenges
Fragmented Data Management
The company was struggling with data scattered across multiple platforms, leading to inefficiencies and data inconsistencies
Time Tracking Complexity
Existing systems failed to capture accurate time data, affecting project billing and resource allocation
Resource Management Issues
Difficulty in efficiently distributing staff across multiple projects while maintaining optimal productivity
Reporting Inefficiencies
Manual compilation of management reports was time-consuming and prone to errors
Vacation and Leave Management
Complex calculations and tracking of employee time off and available days
Project Visibility
Limited oversight of project progress and resource utilization
Asset Tracking
Inefficient systems for managing company equipment and resources
The process
Relations Management System
Created robust account management for employees, clients, and partners with relationship tracking and customizable access levels for different user roles.
Time Tracking Implementation
Designer a user-friendly time tracking system with automated calculations and project-based logging to ensure accurate tracking of working hours.
Financial Systems Integration
Build automated invoicing, banking integration, and comprehensive financial reporting tools to streamline financial operations.
Human Resources Management
Created automated salary calculations, bonus tracking, and tools for managing vacations and sick leaves in a centralized system.
Solutions
The key features of solution
- Relations Management System: Manages employee, client, and partner accounts; tracks relationships between entities; customizable access levels for different users.
- Time tracking: User-friendly time-logging interface with automatic calculations; project-specific tracking for accurate time management.
- Financial Systems Integration: Automates invoice generation, integrates banking systems, and provides comprehensive financial reporting tools.
- Human Resources Management: Automated salary calculations, bonus and compensation tracking, vacation and sick day management tools.
Results in numbers
80%
Faster project setup and resource allocation, reducing project initiation time from days to hours
90%
Reduction in invoice processing time, with automated generation and validation saving 12 hours per week for accounting staff
70%
Faster vacation and sick leave processing, reducing approval time from 2 days to 4 hours
65%
Reduction in time spent on new employee setup and system access configuration, from 2 days to 6 hours
92%
Ensure rapid adoption of employees actively using the system daily within the first month.
by 75%
Reduction in billing errors, leading to 40% faster payment collection
