Ongoing

ATC: Internal Operations System

Services Covered:

Custom Software Development • CRM Solutions

Industry

Business Consulting & Services

30 months

Budget

50K - 199K

Start Date

1 April 2024

Team Size

1-5

Engagement Model

Offshore

Project Capability Score (PCS)

N/A

Not Available

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Client

ATC

United States of America

Project Summary

An internal management tool for project handling and HR — a centralized hub for invoicing, email, messaging, and real-time updates via SignalR. The client needed their internal management tool restructured — simpler client modules over a cleaner database, automated service-rate and invoice handling, a modern DevExtreme UI, and SQL-optimized analytics for fast dashboards.

Key Challenges

Intricate client-module configuration plus redundant database structures made the system hard to manage. Managing changes in service rates and keeping accurate rate history for predictive invoicing was difficult. Transitioning from CoreUI to DevExtreme UI risked breaking functionality and aesthetics. LINQ-based analytics across many tables degraded performance and slowed page loads.

Project Deliverables

Email integration: Connects Mailgun so users receive emails inside the dashboard, with detailed logs for opens, IPs, and click-through rates. Client dashboard analytics: Detailed invoice and feedback statistics help clients track finances and make informed decisions. Document creation: Zoho Writer integration for template design, PDF/Docx export, email merge, e-signing, and postal mail via SendGrid. Resource management: Assign and adjust hours by project and availability, track time per member, and reallocate to hit timelines. Leaves management: Handle leave requests from admins or employees, with analytics into leave trends and usage patterns. Zoho Books integration: Auto-syncs data with Zoho Books to track billable hours, oversee projects, and generate precise invoices.

Project Solution

We introduced a V2 module structure, reduced database redundancy, and shipped a friendlier UI for simpler operations. We used Hangfire jobs to auto-update per-user rates and added logging so admins can monitor rate changes over time. We analyzed DevExtreme, prioritized critical components, and migrated iteratively with testing — improving UX without losing functionality. We restructured LINQ into optimized SQL and added caching to cut database load and speed up query execution.

Project Outcome

Streamlined module structure and optimized database improved system efficiency. Automated rate management and email integration smoothed overall workflow. A revamped UI and dashboard analytics gave a more intuitive, informative experience. Streamlined leave management reduced administrative burden for HR. Resource management improvements drove higher efficiency and productivity. Robust allocation, tracking, analytics, and financial insight lifted project performance.