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CRM/POS Integration and Business Process Automation for a Printing House

lionwood.software

Advertising & marketing

Retail

Manufacturing

Business Challenges

Fenix faced challenges in managing internal business processes (inventory, order processing, employee tracking, reporting) and lacked a seamless connection between its CRM and POS systems. This resulted in inefficiencies, limited customer insights, and hindered personalized service delivery. Manual processes created bottlenecks and impacted employee salary calculations due to lack of comprehensive data.

About the Client

Fenix is a well-established printing house in Lviv, Ukraine with 20 years of experience offering a wide range of printing and design services to various clients, including prominent organizations.

Project Goals

Automate core business processes including inventory management, order processing, and customer communication.
Enable online ordering for products and services.
Improve customer experience through personalized service and efficient order fulfillment.
Increase sales and revenue by identifying top-selling products, effective promotions, and valuable customers.
Streamline operations and optimize resource allocation.
Enhance data analysis capabilities for better business decision-making.

Functional Requirements

Inventory Management: Track stock levels, manage supplier information, and automate reorder points.
Order Management: Process orders from various channels (online, phone, in-person) and track their status.
Customer Relationship Management (CRM): Store customer data, track purchase history, and manage customer interactions.
Reporting & Analytics: Generate reports on sales, inventory, employee performance, and customer behavior.
Employee Management: Track employee hours, assign tasks, and calculate salaries based on performance data.
POS Integration: Real-time synchronization of customer purchase data with the CRM for a unified customer view.

Preferred Technologies

.NET Core

React

Wordpress

Figma

Required Integrations

SmartKasa (POS software)

Non-Functional Requirements

Scalability to accommodate future growth.
High performance and responsiveness.
Secure data storage and access control.
User-friendly interface for all user roles.

Expected Business Impact

This project is expected to significantly improve Fenix's operational efficiency, enhance customer satisfaction, and drive revenue growth. By automating processes, providing better data insights, and offering personalized service, Fenix can strengthen its competitive advantage in the printing market. The streamlined operations and improved customer data will lead to better resource allocation and more effective marketing strategies.