Customer Relationship Management
Our client is a multi-division company in the US.
The main goal of the project was re-design of the existing application, using .net technologies (starting on .net 2.0 beta version). Other project requirements were full customer relationship management system with interactive project requests, request for quote, request for proposal, delivery management functionality, real-time reports service, data migration service.
The system includes several modules.
Office organization module includes divisions administration, organization chart. Multiple administration levels are available to assign appropriate levels of permissions to each staff member.
Projects module allows to control the project development process from the beginning to completion. Several project statuses Project Request (RFQ, RFP), Active, Rejected, On Hold, Closed. Allows to save the e-mail communications, schedule follow-ups, assign tasks to employees, monitor due dates, generate regular progress reports, etc. This module also includes supervising ability as well as the ability to coordinate project documents.
Communication module allows internal staff communication via internal mail or internal IM.
Clients database module stores the information about the clients and allows the users to search the database by specific criteria.
Statistics module generates company statistics reports (by project, by division, daily, weekly, monthly, quarterly, etc.)
Flexible system architecture, which allows to develop and integrate additional modules
Catching database tables to improve system performance
Advanced statistics reports
Tools and Technologies
MS SQL 2005
XCBL 4.0 (initially 3.5)
ABC PDF 5
Third party components.
XML + XSLT
Efforts: 95 man/month
duration 10 months.