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Development of a No-Code Digital Survey and Reporting Application

brightinventions.pl

Business services

Financial services

Legal

Challenges with Current Mobile Reporting

Apex Auditing Solutions currently relies on manual data collection and reporting, which is time-consuming, prone to errors, and lacks real-time visibility. Their existing methods struggle with consistency and scalability, particularly during peak audit periods. They need a more reliable and efficient way to capture and analyze data from the field.

About the Client

Apex Auditing Solutions is a growing firm specializing in providing comprehensive audit services to various businesses. They are seeking to modernize their reporting processes and improve efficiency.

Project Goals

Develop a web application enabling the creation and deployment of digitized surveys for mobile data collection.
Empower users to build surveys without requiring coding knowledge.
Improve data accuracy and reduce manual data entry errors.
Increase efficiency in audit processes and reporting.
Provide real-time data visibility and reporting capabilities.

Functional Requirements

No-code survey builder with customizable question types.
Offline data collection capability with automatic synchronization upon reconnection.
Role-based access control for user management.
Real-time data reporting and analytics dashboards.
Data export functionality in various formats (e.g., CSV, Excel).
Audit trail tracking of survey creation, modifications, and data submissions.

Preferred Technology Stack

Web application (React, Angular, or Vue.js)

Backend API (Node.js, Python/Django, or Ruby on Rails)

Database (PostgreSQL or MySQL)

Mobile app framework (React Native or Flutter)

Required Integrations

Potential integration with existing accounting software (e.g., QuickBooks, Xero)
Possible integration with CRM systems for client data enrichment.

Non-Functional Requirements

Scalability to handle a large number of users and surveys.
High performance and responsiveness, even with large datasets.
Robust security to protect sensitive audit data.
Data encryption at rest and in transit.
User-friendly interface for ease of use.

Expected Business Impact

This project is expected to significantly improve Apex Auditing Solutions' operational efficiency, reduce costs associated with manual data processing, enhance data accuracy, and provide clients with faster and more reliable audit reports. The no-code survey builder will empower internal teams to quickly adapt to changing audit requirements. The improved reporting capabilities will lead to better decision-making and improved client satisfaction.