Background

The client requiring a vast CRM/ERP system was a retail firm with over a thousand employees, including regional outlet directors, satellite offices, and logistics staff. They needed to create a solution to electronically store both customers' and the company's inventory info.

The Challenges

Prior to creating the project, we pinpointed the primary activities that had to be performed:

1. Conduct a multifaceted assessment of the organization's operations.
2. Develop a project concept.
3. Carry out an in-depth development of all operational components of the project.
4. Design the user interface and user experience of the CRM/ERP system to guarantee maximum user convenience when using the project.
5. Integrate with the client's e-commerce initiatives.
6. Implementing the project technically, which includes the front part of the project and the user's personal account, a major functional component of the project.

The Process

The Promodex squad chose to carry out the project in the subsequent steps:

1. Perform niche and competitor analysis to identify strengths and weaknesses.
2. Analyze the Ukrainian market to identify the most responsive audience for the future typical solution.
3. Create a project concept and work out a CRM/ERP system.
4. Work out the UI/UX of the project based on the analytics.
5. Implement CRM/ERP design following modern web design trends and taking into account the mobile version of the system.
6. Implement the required work pool on the front-end and back-end parts.
7. Develop the following CRM/ERP parts:
   1. Call planner and accounting of customer calls in connection with digital PBX.
   2. Multifunctional dashboard for every type of user.
   3. Order management in conjunction with more than a dozen of the client's online stores based on different frameworks.
   4. Client management module.
   5. Module for analysis of prices and nomenclature of suppliers.
   6. Supply forecasting module based on current balances and demand for certain goods of past periods.
   7. Corporate chat system.
   8. Automatic billing system.
   9. The module of detailed statistics on interaction with each client.
   10. Price list template for partners and retail chains.
   11. Quality control of managers' calls with the ability to listen to call recordings through the CRM interface.
   12. Integration with the company's corporate mail server.
   13. Report Builder
   14. Internal analytics system for sales, deliveries, price dynamics, traffic to the client's online stores, etc.
   15. Corporate knowledge base.
   16. Monitoring changes in the price lists of suppliers and competitors.
   17. Automated generation of price lists in PDF, CSV, and XLS formats.
   18. Report on the movement of goods.
   19. Report on mutual settlements with contractors.
   20. Formation of transport and logistics routes.
   21. Billing module payments and settlements with full-time and freelance employees.
8. Develop the following CRM/ERP user types:
   1. Call center operator.
   2. Sales manager.
   3. Warehouse manager.
   4. Storekeeper.
   5. Forwarder.
   6. Logistician.
   7. Supply manager.
   8. Accountant.
   9. Financial director.
   10. Head of Sales Department.
   11. Head of the supply department.
   12. Director of the company.
9. Test the project, including load tests, usability, performance, and security.
10. To promote the project on the future SaaS solution in the Ukrainian market.

Deliverables & Impacts

The Promodex crew put together a ready-to-use solution within 160 business days: from the customer's inquiry to the fitting of the CRM to the Laravel framework. Currently, ongoing project labor goes on, which entails technical assistance.

Capabilities of the accounting system-CRM:

1. Management of commodity circulation;
2. Sales management;
3. Management of receipts/expenses;
4. Accounting and analysis of sales of goods, products, and services;
5. Maintaining mutual settlements with buyers or suppliers;
6. Accounting for cash flow on accounts;
7. Warehouse accounting of materials, goods, and products;
8. Employee management: accrual of salaries, fines, etc.
9. Integration with Google services;
10. Integration with payment systems.

What questions does the solution solve?

1. Cutting costs on costly conventional subscriptions with 1C or other Customer Relationship Management systems;
2. Monitoring, regulating, and keeping track of cash flow;
3. The ability to create extra features that meet the company's requirements;
4. Maximizing the efficiency of the company's personnel and reducing personnel numbers;
5. Implementation of automated business procedures.

Audience

This solution is geared toward all holders of retail establishments and businesses who have to keep track of their goods and services.

Technologies

A crew of 17 individuals were involved in the venture deployment: project leaders (1x Experienced and 1x Intermediate), business investigator (2x Experienced), advertiser, UI/UX professional, front-end coder (1x Experienced, 2x Intermediate), back-end programmer (1x Experienced, 2x Intermediate), and QA experts (3x Intermediate), content curators (2x Intermediate).

The Laravel Framework was employed to create the CRM/ERP system, as it fits all technical specifications and customer expectations.

Opens correctly on desktop browsers:

• Chrome (63+);
• Firefox (58+);
• Opera (50+);
• Safari (10+);
• Edgе (12+).

Responsive version of the website:

• Full-width starts at 1200px;
• The tablet version starts at 768px wide;
• The mobile version starts at 320px wide.