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Development of Custom CRM Platform for Streamlined Internal Operations

wiserbrand.com

Information technology

Business Challenges

The client faces operational inefficiencies due to fragmented data storage, siloed third-party systems (time tracking, HR management, document storage), and manual workflows. These issues create communication bottlenecks, redundant tasks, and difficulties in accessing real-time data for decision-making across distributed teams.

About the Client

A rapidly expanding IT company with over 200 employees across multiple global locations, specializing in software development and IT services

Project Goals

Centralize document management and workflow automation
Eliminate data silos through system integration
Improve operational scalability for global workforce management
Enable data-driven decision-making with unified reporting
Reduce manual administrative tasks by 70%

Core System Capabilities

Centralized document storage with role-based access controls
Automated payment and budget management module
Customizable employee request workflows (time-off, compensation)
Real-time data synchronization with Jira, Trello, and Zoho CRM
Browser-based interface with multi-location support
Automated time tracking integrated with resource management

Technology Preferences

Cloud-native architecture

RESTful APIs

Role-based access control (RBAC)

Single Sign-On (SSO)

System Integrations

Jira
Trello
Zoho CRM
HR management systems
Payment gateways

Operational Requirements

Horizontal scalability for 500+ concurrent users
99.9% system uptime SLA
GDPR-compliant data security
Cross-browser compatibility
API response time <500ms

Expected Business Outcomes

Implementation of this custom CRM solution will enable seamless cross-department collaboration, reduce administrative overhead by automating 80% of manual processes, and provide real-time analytics for strategic decision-making. The integrated system will support 30% faster onboarding of new employees and maintain operational efficiency during 2x workforce growth over the next 24 months.