endorsedOngoing

CRM Development and Workflow Virtualization for Land Surveying Company

Services Covered:

CRM Solutions • Software Maintenance and Support

Industry

Mapping & Navigation

Duration

47 months

Budget

50K - 199K

Start Date

1 September 2022

Team Size

Confidential

Engagement Model

Offshore

Project Capability Score (PCS)

65/100

Good

Project Capability Score (PCS) estimates how capable SapientPro 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

Krcmar Surveying LTD.

Toronto, Canada

Project Summary

SapientPro expanded a land surveying company’s CRM built on the Gyroscope PHP framework by developing workflow automation and management features. They organized surveying workflow steps into a frontend feature enabling assignment, step skipping, customization and analytics tracking. The engagement is ongoing and the team uses Agile processes with Microsoft Azure and Google Meet for collaboration.

Key Challenges

CRM built on niche Gyroscope PHP framework limiting available developers
CRM lacked sufficient operational support for managers
Need to increase efficiency in developing new CRM features

Project Deliverables

CRM feature enhancements
Frontend workflow virtualization feature
Workflow step assignment and skip/customization UI
Analytics and tracking for surveying workflows
Migration planning away from Gyroscope

Project Solution

SapientPro expanded the client’s CRM using Gyroscope and PHP, building a frontend feature that virtualizes surveying workflow management. They documented and organized every step in each surveying workflow, enabled assignment and skipping of steps, added customization of job flows, and implemented analytics tracking. The engagement is ongoing with plans to migrate away from Gyroscope.

Project Outcome

Product is nearly ready with core functionality implemented
Improvements will save the client operational issues
Project management and timeliness have been strong using Agile workflows and MS Azure

Platforms

Cloud

Tech Stack

Azure

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“SapientPro has been instrumental in developing useful capabilities for the client’s CRM system, which will save them a lot of issues. The team is timely and collaborative via Google Meet and MS Azure. Moreover, they use an agile approach and are eager to learn complex processes and technologies.”
Jamie Krcmar
Operations Manager
Date: 02/06/2023