Service Company - Business Process Automation

Overview

Developed a comprehensive business automation platform for a services company that included CRM integration, tender management, project tracking, and financial management modules.

Challenge

The client managed critical business processes using disparate tools and manual methods, leading to inefficiencies, data silos, and limited visibility across operations. They needed a unified system to handle client relationships, tenders, project management, and financial tracking.

Solution

We designed and implemented a comprehensive business process automation system with four integrated modules: CRM Module for client and job site management, Tender Management Module for end-to-end tender process management, Project Management Module for comprehensive project tracking with budget management, and Time and Expense Logging with direct project budget updates.

Process

The implementation followed a phased, modular approach: CRM Foundation, Tender Processes, Project Management, and Time & Expenses. Each phase included backend development, workflow design, UI implementation, and thorough testing.

Results

• Unified system for managing clients, projects, and finances
• Improved visibility across all business operations
• Reduced manual data entry and associated errors
• Enhanced financial tracking and reporting
• Streamlined tender and project management processes