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Web Based Process Management Application

Time for a Walk

Background

  • The client specializes in helping dogs, cats, fish, hamsters, and virtually all other pets enjoy their days at home when their parents are unable to walk, feed, or otherwise care for them.
  • The client was looking for a customized solution to be developed for its customer relationship management, employee relationship management and financial management needs using open source technologies.
  • The system must also be scalable and seamlessly fit into the client's current business processes and workflow.

Scope

  • Build an easy to use customer relationship management (CRM) solution that the admin can easily add, edit and delete.
  • Develop an employee relationship management (ERM) module to store employee information and to be easily able to keep track of their schedule and be able to communicate with clients
  • Create a financial management component to manage billing and invoicing and much more.
  • Make the application easily accessible via smartphones.

Solution

  • Built a CRM component capable retaining customer account, service specific, pet, veterinary, contract, and credit card information all in one location.
    • The CRM is also capable of creating the call history and email logs sent and received by the clients.
    • In addition, the CRM also provides users with a service calendaring/scheduling feature which is capable of handling hundred of service calls per day. The calendar/scheduling feature also has the facility for the users to set recurring schedules, schedule exceptions and contains several drag & drop functions to make data entry very easy and user friendly.
    • The CRM is equipped with the facility for the client to keep track of the service history of all clients.
    • The asset management portion of the CRM provides the users with the functionality capable of tracking which employees are in the possession of which client keys/access fobs and a historical record of which employees have had which client keys/fobs over time.
    • A customer section was developed to provide the users with the ability to register for an account, view current and past invoices, payments and schedule for services.

  • The employee relationship management component was built to allow the retention of employee account Information, provide a schedule of availability of the employees for services, milestones of each employee's employment, as well as a log of the email and call history between the client and employee.
    • Employees also have the facility to manage their personal information, view their schedules as well as available jobs, and are able to "claim" available jobs that they would like to perform.
    • Employees are notified of upcoming scheduled jobs via email and text alerts.

  • Created a financial management component that is capable of automating the invoicing process as well as employee payroll computations. The entire module is integrated with a credit card payment processing merchant and can generate XML files for batch payment processing.
  • The entire website and application was designed so that it can easily be accessible via standard web browsers as well as through smart phones/iPhone.

Technology

  • Utilized PHP/MySQL along with a judicious use of AJAX, CSS and HTML to improve the site's navigation
  • MVC framework designed to provide better separation of different layers.
  • Fully object oriented code
  • Payment integration with authorize.net