Development of a Modern CRM System to Streamline Business Workflow and Reporting

The client currently operates with an outdated CRM system containing complex and convoluted business logic, which hampers operational efficiency and reporting accuracy. This legacy system requires modernization to support streamlined workflows, better data management, and comprehensive reporting functionalities for a multidimensional investment advisory firm.

A mid to large-sized investment advisory firm specializing in cross-sector investments, seeking to replace their outdated CRM system to enhance workflow efficiency and reporting capabilities.

• Develop a robust, modern CRM platform that replaces the legacy system, supporting complex business processes.
• Improve workflow organization and automation to increase team productivity.
• Implement comprehensive reporting tools to manage backend processes effectively.
• Enable reverse engineering of complex legacy logic to ensure smooth transition and system understanding.
• Enhance system scalability, security, and maintainability for future growth.

• A flexible backend architecture supporting complex business logic and workflows.
• Tools for reverse engineering and understanding legacy system processes.
• Automated management of client data, interactions, and transactions.
• Built-in reporting and analytics dashboards for backend process oversight.
• User-friendly interfaces for team collaboration and task management.

• Reporting systems for backend process management
• Legacy system data sources for reverse engineering and migration

• System must support scalability to accommodate future growth
• High performance with fast data retrieval and processing
• Secure data handling, complying with relevant security standards
• System availability aimed at 99.9% uptime

The project aims to enhance operational efficiency by automating workflows and simplifying complex business logic, resulting in reduced manual effort and improved data accuracy. Reporting capabilities will enable better oversight and decision-making, ultimately supporting sustained growth and increased productivity within the organization.