endorsedOngoing

UI/UX Redesign and Dynamics 365 Integration for CRM Platform

Services Covered:

Custom Software Development • UI/UX Design • Application Integration • AI and Machine Learning

Industry

Information Technology

Duration

77 months

Budget

50K - 199K

Start Date

1 March 2020

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

78/100

Good

Project Capability Score (PCS) estimates how capable Softengi 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

PEAK 15

Carlsbad, United States of America

Project Summary

A CRM company engaged Softengi to improve the UI/UX of its software and to deliver two major modules with deep Dynamics 365 integration using .NET and React.js. The engagement delivered major modules in under 10 months, and stakeholders praised the system’s improved user-friendliness. The team scaled with the workload and maintained productive collaboration across a significant timezone difference.

Key Challenges

Dramatically improve the UX/UI to make the software easier to learn and faster to use
Make training more efficient for users

Project Deliverables

Two major software modules
Deep Dynamics 365 integration
UI/UX redesign
.NET and React.js-based components

Project Solution

Softengi delivered two major modules for the client’s CRM platform with deep integration into Dynamics 365. The work used .NET and React.js for development and included a UI/UX redesign to make the software easier to learn and faster to use. The vendor scaled the team between a peak of three engineers plus one PM and smaller staffing as workload required.

Project Outcome

Built a reliable AI recommender engine that improved click-through rate significantly
Delivered major modules in less than 10 months
Maintained an immaculate workflow with effective communication and post-release support

Platforms

Tech Stack

.NET
React.js

Client Endorsement

Overall Review Rating

4.63

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“External stakeholders praised the user-friendliness of the new system. The team is agile and responsive resulting in the delivery of the major modules in less than 10 months. They are able to maintain consistent teamwork and service despite the 10 hour timezone difference.”
James O'Leonard
CEO
Date: 11/10/2020