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Development of an MVP Portal for Partner-Driven Merchant Management in AI-Powered CRM Solution

sombrainc.com

Business services

Financial services

Information technology

Business Challenges and Pain Points

Client required rapid development of an MVP portal to enable partner companies to manage merchant information, facing a critical 5-day deadline for Phase 1 delivery. Need to synchronize frontend and backend development to avoid delays while creating a scalable solution that integrates with existing CRM infrastructure.

About the Client

Leading provider of AI-powered CRM solutions for small and medium businesses, focusing on operational monitoring, payment integration, and marketing automation

Project Goals and Strategic Objectives

Create a centralized system for partner-managed merchant operations
Implement core features for merchant data management and collaboration
Leverage React and Java stack for accelerated development
Ensure technical viability for future scaling

Core System Functionalities

Merchant management form with addition/removal capabilities
Interactive dashboard with paginated, filterable, and sortable merchant lists
Secure file upload system for merchant documentation
Integration layer with existing CRM payment and marketing modules

Technology Stack Requirements

React

Java

System Integration Needs

Existing CRM database
Payment processing API
Partner authentication system

Performance and Quality Criteria

High scalability for concurrent partner access
Sub-second response times for core operations
Enterprise-grade data security for merchant information
Cross-platform compatibility with modern browsers

Anticipated Business Impact and Value Proposition

Enables streamlined partner-merchant collaboration, reduces operational overhead by 40% through automated workflows, accelerates time-to-market with phased delivery approach, and establishes foundation for AI-driven partnership analytics in future phases.