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Development of a Custom CRM for Automated Billing and Contract Management in Cloud Services
  1. case
  2. Development of a Custom CRM for Automated Billing and Contract Management in Cloud Services

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Development of a Custom CRM for Automated Billing and Contract Management in Cloud Services

untile.pt
Information technology
Security
Telecommunications

Challenges in Billing and Contract Management

Arturai faced significant inefficiencies in billing and invoicing processes due to manual data entry, scattered Excel-based documentation, and complex contract configurations for Akamai products. These issues led to time-consuming billing cycles (over two weeks monthly), errors in consumption tracking, and difficulties in managing customer-specific billing requirements.

About the Client

A specialized cloud security and web performance consulting company that resells Akamai products, requiring complex billing and contract management solutions.

Key Project Goals

  • Reduce billing process time by over 50%
  • Automate manual data entry and repetitive tasks
  • Replace Excel-based systems with a centralized, reliable CRM
  • Improve data reliability and invoice transparency
  • Support complex contract configurations for Akamai products
  • Enable scalable billing automation for business growth

Core System Functionalities

  • Automated billing cycle with no manual data entry
  • Centralized database for contract and customer information
  • Flexible product configuration support for Akamai services
  • Multi-tiered access permissions for secure data management
  • Transparent invoicing with period-based expense tracking
  • Exportable data reports for reconciliation
  • Responsive UI/UX design for cross-device compatibility

Technology Stack

Node.js for backend API
React for frontend development
PostgreSQL for database management
AntDesign framework for UI components

System Integrations

  • Akamai API for consumption data synchronization
  • Payment gateways for invoice processing
  • Document management systems for contract storage

Non-Functional Requirements

  • High data security and integrity for billing information
  • Scalability to handle increasing contract volumes
  • System reliability with minimal downtime
  • Performance optimization for fast data processing
  • User-friendly interface with intuitive navigation

Expected Business Impact

The solution is projected to reduce billing process time by over 50%, eliminate manual errors through automation, and provide real-time visibility into customer expenses. By centralizing data management and improving contract handling, Arturai can scale operations efficiently while maintaining compliance with Akamai's complex product configurations. The system will also enable faster decision-making through reliable data analytics and reporting.

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