Our client is a 103-years-old business operating offline and distributing machine tools and accessories in Spain
Executive Summary: The client required an internal customized platform for an offline business operation. Existing solutions are usually overloaded with unnecessary information and features while he required only the functionality which will be really used by the employees. Thus, we had to create a unique task-management system for local engineers which would simplify their work, keep track of progress, and see the efficiency of each of them. In addition, it should be integrated with the current CRM system.
Results: With minimum involvement from the client's side (no more than 10 hours), we got the requirements and created the solution that meets all current business needs. As a result, we delivered a reliable system that doesn't need to be updated and proves its efficiency every day.
Challenges and Objectives
One of the main challenges we faced during the development process was working not with Cloud servers like AWS but physical servers that required remote access, installing, and integration. Our goal was to create a simple, custom, convenient and affordable solution that would cover all business needs avoiding complex features and not exceeding the expected budget.
Set and manage tasks for all engineers. You can create, assign, change and confirm different tasks.
Calendar integration. Users can do planning with different calendars, view and edit tasks in the calendar, check tasks not assigned to dates, etc.
Client management. You can view current and add new clients.
Reporting. Users are able to create reports, calculate and see routes on the map, save distance, add materials used and include other details.
Statistics. Here admins can see overall company statistics, statuses, damages, warranties, and tasks done.
Target Audience: Spain
Integrations Integration with the current client`s CRM system