Background

The challenge was to assemble a basic customer relationship management (CRM) system using OpenCart to manage customers and send automated reminders for calls to customers in a chain of watch and accessory shops.

The Challenges

Prior to constructing the endeavor, we pinpointed the principal duties that required realization:

1. Perform a multi-factor analysis of the company’s business processes.
2. Develop a project concept.
3. Perform a comprehensive development of all functional sections of the project.
4. Work out the UI/UX of the portal to ensure the most comfortable user interaction with the project.
5. Develop the integration part with the OpenCart system.
6. Technical implementation of the project, including the front part of the project and the user's personal account, which is a huge functional part of the project.

The Process

The Promodex squad settled on carrying out the project in the following 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 system.
4. Work out the UI/UX of the project based on the analytics.
5. Implement CRM design following the brand book and modern web design trends.
6. Implement the required work pool on the front-end and back-end parts.
7. Develop a CRM user account for such user types:
   1. Financial manager.
   2. Client support manager.
   3. Head of the management department.
8. Test the project, including load tests, usability, performance, and security.
9. To promote the project on the Ukrainian market.

Deliverables & Impacts

In a span of 52 working days, the Promodex staff successfully rolled out a turnkey solution: from the customer's inquiry to the integration of the CRM with the OpenCart platform. Currently, the project is still ongoing, including 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. Saving money on expensive analog subscriptions with 1C or other CRM systems;
2. Control, management, and accounting of cash flows;
3. Flexibility in the development of additional functionality for the needs of the company;
4. Optimization of the time of the company's specialists and reduction of human resources;
5. Automation of business processes;
6. Convenience - all in one place. All in one website.

Audience

The intended recipients of this solution are all proprietors of OpenCart stores for whom inventory and service accounting is a concern.

Technologies

A group of 8 individuals were part of the undertaking execution: a project director, business analyst, advertiser, UI/UX expert, SEO expert, front-end engineer, back-end engineer, and QA expert.

The website was created with OpenCart, a site management system and CMS, as it both satisfies the technical requirements and customer preferences.

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.