Custom CRM Automation and Contract Management Enhancement

The client experiences difficulties in automating customer order creation, managing complex contractual agreements, and integrating location-based account visualization, leading to inefficiencies in the sales process and increased operational manual effort. Their existing system lacks flexibility to adapt templates and business logic complexity required for diverse project and payment models.

A mid-sized consulting firm specializing in project-based service delivery, seeking to streamline customer order processing and contract generation workflows.

• Automate customer order creation processes to reduce manual effort and error rates.
• Enable dynamic generation of agreements based on corporate templates with configurable content and formatting.
• Associate each project with specific payment models to facilitate accurate billing and revenue recognition.
• Extend account profiles with geographic visualization capabilities via map integration for better account management.
• Introduce work order management linked to existing contract and order entities for efficient handling of project scopes and off-shore considerations.

• Extension of account entity form to include geographic location visualization using map API integration.
• Order entity enhancement to handle offshore-specific business information.
• Implementation of work orders linked to contracts and project entities, facilitating quick generation of project scope addenda.
• Template-based agreement generation with configurability for content, formatting, and business rules.
• Association of payment models with individual projects for tailored billing processes.

• Geolocation services for mapping account locations
• Existing contract and order management systems
• Payment model management modules

• System should support complex business logic with flexibility for template modifications
• Response times for key operations should be under 2 seconds
• High availability with 99.9% uptime
• Secure handling of contract and payment data, compliant with relevant standards

The project aims to significantly improve sales efficiency by automating order processing and contract management, leading to faster project onboarding, reduced manual workload, and better account visibility. It is expected to increase sales department effectiveness and streamline contract workflows, facilitating scalable growth and enhanced client satisfaction.