A famous Interior company located in Lancashire, UK
Interior / Service Industry
Web based solution
- Develop and deploy a highly scalable and SaaS-compliant database schema.
- Design a comprehensive role, resource, and permission system (ACL) to meet current and future needs.
- Create user-friendly job and client detail pages that present all the relevant information in easily digestible cards.
- Implement an appointments calendar page with various filters and views (day, week, month, list) to facilitate scheduling.
- Develop a robust architecture and solution within the LEMP stack to integrate new SME and Enterprise SaaS customers, and document clear onboarding steps.
- Define an effective solution for managing tasks, subtasks, stages, and master data, and implement it in the application.
- Incorporate various system-required reports and history logs that can be exported to Excel for analysis and tracking.
- Create a best-in-class UI/UX that can handle active and archive data in an intuitive and user-friendly manner.
- Design and implement a reminder system that can be managed by the administrator and generates notifications through a background cron job.
- Optimize the application to handle 50k UK locations efficiently.
- Define a streamlined and cost-effective SDLC that makes sense for a small team.
- We designed a database schema that adheres to the principles of RDBMS and SaaS best practices, ensuring clear separation of data between different SaaS customers.
- Our permission system follows a 3-tier matrix of role, resource, and action, and every REST API endpoint is authorized before processing the response.
- We designed client and job detail pages with a user-friendly layout that presents information in easy-to-digest cards.
- After extensive research and development, we integrated the open-source version of fullcalendar.io with customizations to create a highly functional and visually appealing appointments calendar page.
- We implemented a series of mini-solutions at each level of request processing (Nginx, PHP-fpm/Symfony, and MariaDB) to create the best SaaS product that caters to both SMEs and enterprises.
- We simplified the management of tasks and subtasks with a parent-child relationship and integrated them with jobs in a seamless manner using MDM (Master Data Management).
- Our reports feature many interesting filters that can change the perspective and understanding of data for application users, and can be exported to Excel sheets for easy sharing and discussion.
- We designed the application to prioritize active data first and provide archived data as a secondary view for end-users, resulting in a more efficient and user-friendly interface.
- After thorough research, we chose Cropper.js as our image editor, providing a robust solution for image manipulation.
- Our reminder system is highly customizable, allowing users to set up notifications with various time and frequency options. It is implemented using a constantly running cron job, ensuring that all relevant users receive timely updates.
- We used Elasticsearch as a secondary database to handle large amounts of location data, improving response times and accuracy.
- Our lightweight Agile and Scrum framework follows best practices for SDLC, resulting in a highly productive and efficient development process.
Methodology & Architecture
Agile Work Methodology was followed, particularly frameworks like scrum and Lean software development (LSD). The solution was built on the DTAP Test Strategy. Click here to read and learn more about the approach.
1. Job Management
Efficiently manage various job types by creating custom workflows for them, grouping jobs, and assigning them to users. Different stages can be set for jobs, and notes can be added and shared with other users. Additionally, appointments can be scheduled and managed for jobs and clients.
2. Client Management
Efficiently manage clients with a dedicated client detail page that displays all their jobs. Check client job logs and export them to Excel sheets with ease.
3. File Manager
Upload and preview various types of files for global access. Files can be uploaded with jobs, and their purpose can be set. Users can upload whole directories and edit images.
4. Reports and WIP
Gain insight into job statistics by status, apply various filters on reports, and download them as Excel sheets. A dedicated WIP page provides information on the position and status of all jobs in the system.
5. HR and Leave Management
Efficiently manage daily schedules for each user, leave requests and approvals by higher authority, and calendar views.
6. Permission Manager
Efficiently manage roles and assign individual permissions to ensure that users with specific roles can only access intended modules and data.
7. Master Data Management (MDM)
Efficiently manage master data, such as note types, leave types, appointment types, locations, email templates, departments, tasks, and subtasks.
Automated notifications and mailing keep all application users informed and up-to-date with the latest events happening in the organization.
9. Meeting Calendar
A dedicated calendar page displays client appointments and internal employee meetings, allowing for easy schedule management.
All round and quick access to all jobs in the system
The implemented job management system has provided the organization with an all-round and quick access to all jobs in the system. With the system, all jobs and their details can be searched and tracked instantly, along with their relevant stages and tasks status. The log report feature provides a fine-grained, detailed bureau of all the updates made in the timeline with particular jobs. This has resulted in an efficient workflow and better task management, ensuring timely completion of jobs, and ultimately enhancing customer satisfaction.
Transparency in managing daily schedule of employees
The transparency in managing the daily schedule of employees has been improved through the self-managed schedule feature. This feature gives employees the freedom and sense of responsibility for work and its commitment. Additionally, the leave management system reflects and makes top management aware of the availability of human resources, thus ensuring efficient resource allocation and effective utilization.
Reminder system that make employee never forget any client appointments
The reminder system has been highly customizable and has ensured that employees never forget any client appointments. Reminders can be set as per the business need, and they can be changed later as well. As many reminders as needed can be introduced in the system, ensuring that employees are notified through emails and notifications about their appointments. This has led to better time management, resulting in better customer service and higher customer satisfaction.
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