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Zoho Creator Customer Portal for CDM Consulting

Services Covered:

Website Development • Application Integration • API Development
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Industry
Industry

Business Consulting & Services

Duration
Duration

1 month

Budget
Budget

Less than 10K

Start Date
Start Date

1 December 2022

Team Size
Team Size

1-5

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
82/100
Strong

Project Capability Score (PCS) estimates how capable Infomaze 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

CDM Consulting

mapSalt Lake City, United States of America

Project Summary

Infomaze Elite developed a Zoho Creator–based customer portal for a consulting firm to track shipment data and inventory, integrating the portal with the client’s SQL Server–based ERP. The vendor created web forms, data views, search fields, and an automated API to sync data between SQL Server and Zoho. The project is currently in test mode; the team has been responsive and continues to tweak the product as it moves toward production.

Key Challenges

  • Need for a customer portal to track shipment data and inventory.
  • Requirement for a web-integrated application with user login and data views.
  • Requirement to automatically sync data from a server-based ERP (SQL Server).

Project Deliverables

  • Customer portal (Zoho Creator)
  • Web forms and data views
  • Search fields and UI/layout
  • Automated API between SQL Server and Zoho
  • Login-enabled web interface

Project Solution

The vendor implemented a Zoho Creator web application that provides a login-enabled customer portal to view and search shipment and inventory data. They built Zoho web forms and data views, designed the UI/layout, and developed an automated API to synchronize data between the client’s SQL Server ERP and Zoho Creator. Three primary vendor contacts supported the engagement and provided ongoing support during testing.

Project Outcome

  • Project is in test mode with continued tweaks toward production.
  • Workflow was excellent; the vendor was highly responsive and met deadline requests.

Platforms

  • WebWeb

Tech Stack

  • SQLSQL

Client Endorsement

Overall Review Rating

5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

We're in test mode right now, and Infomaze Elite Pvt. Ltd. keeps improving the product as we move from testing into production. They respond to our concerns and run the project well. We're happy with how the engagement is going.

Brad Carter

President

Note: This endorsement is based on publicly available client feedback from external review sources.