endorsedCompleted

Centralized Workflow Automation & ERP/CRM Integration

Services Covered:

CRM Solutions • Custom Software Development • ERP Solutions

Industry

Information Technology

Duration

16 months

Budget

50K - 199K

Start Date

1 January 2023

Team Size

6-10 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

78/100

Good

Project Capability Score (PCS) estimates how capable inoxoft 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

Confidential

Franklin, United States of America

Project Summary

INOXOFT designed and built a centralized platform that automated task management, approvals, and document handling and integrated with the client's ERP and CRM systems. The solution included role-based access control, analytics and reporting tools, and workflow automation across multiple departments. The engagement improved the client's internal process efficiency and overall productivity, and the team delivered on time while communicating clearly throughout the project.

Key Challenges

Improve operational efficiency
Enhance decision-making capabilities
Streamline and automate task management, approvals, and document handling across departments
Integrate workflows with existing ERP and CRM systems

Project Deliverables

Fully developed workflow automation system
Integration with ERP and CRM systems
Analytics and reporting tools
Role-based access control

Project Solution

Inoxoft performed an in-depth analysis of existing systems to identify inefficiencies and integration points, then designed and implemented a centralized platform that automated task management, approvals, and document handling across departments. The team built the backend with Java, the front end with Angular, and used MySQL for data storage. They integrated the platform with the client's ERP and CRM systems and implemented role-based access control and analytics/reporting capabilities.

Project Outcome

Internal processes became more efficient with faster, smoother task and approval handling
Noticeable reduction in delays and improved overall productivity
Role-based access control increased confidence in data security
Analytics tools provided actionable insights to optimize workflows
Project milestones were met on time with clear and effective communication

Platforms

ERP
CRM
API/Integration Platform

Tech Stack

Java
Angular
MySQL

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“INOXOFT's work improved the client's internal process efficiency and overall productivity. The team delivered on time, responded to needs, and communicated clearly throughout the project. Their attention to detail and technical expertise impressed the client, resulting in a positive engagement.”
Odit Beshay Tadros
Designer
Date: 08/28/2024