endorsedOngoing

SugarCRM Customization and Transaction Modules for Venstar Exchange

Services Covered:

CRM Solutions • Software Maintenance and Support

Industry

Business Consulting & Services

Duration

187 months

Budget

Confidential

Start Date

1 January 2011

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

72/100

Good

Project Capability Score (PCS) estimates how capable Azati is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Venstar Exchange

Los Angeles, United States of America

Project Summary

Azati Software augmented the client's internal IT manager by providing SugarCRM customization and support focused on foreign-exchange workflows. They built custom transactions and beneficiary modules, created client-facing forms, and integrated those modules with existing CRM entities. Azati worked on a development instance hosted on Amazon EC2 and provided ongoing troubleshooting and reliable support, with code comments that made later handover to internal teams straightforward.

Key Challenges

Need for extensive SugarCRM customization for foreign-exchange transactions
Requirement for a beneficiary-tracking module and custom client submission forms
Need for specialists who could take over complex tasks and answer questions when the client lacked in-house expertise

Project Deliverables

Custom transactions module in SugarCRM
Beneficiary management module
Custom client-facing beneficiary submission form
Integration with accounts, contacts and leads
Development instance on Amazon EC2 for testing

Project Solution

Built custom transactions and beneficiary modules in SugarCRM, including a client-facing beneficiary submission form. Integrated those modules with accounts, contacts, leads and other CRM entities. Performed development and testing on a development instance hosted on Amazon EC2 to which the vendor had access. Provided ongoing bug troubleshooting, added clear code comments for maintainability, and offered ad-hoc support to the client's internal IT manager.

Project Outcome

Delivered high-quality, maintainable code with clear comments enabling internal teams to take over
Significantly reduced time to implement features, often completing work in hours versus days
Reliable ongoing support and faster resolution of bugs, improving operational efficiency

Platforms

Tech Stack

Amazon EC2

Client Endorsement

Overall Review Rating

4.63

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Azati Software understands how to provide quality work which can later be taken over and managed by internal teams. They’re consistent with deliverables and communicate well. They team is reliable, always able to answer questions and figure out unexpected issues related to custom CRM and AWS EC2.”
Axel Sturmann
IT Manager
Date: 05/09/2017