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Integrated ERP System Development for Customer Service Optimization
  1. case
  2. Integrated ERP System Development for Customer Service Optimization

Integrated ERP System Development for Customer Service Optimization

qarbon.it
Business services

Identified Challenges in Customer Service Operations and Data Management

The client faces challenges related to manual workflows, such as reliance on Excel files, inefficient communication tracking, fragmented data across multiple locations, and lack of real-time insights. These issues hinder operational efficiency, customer experience, and growth measurement, necessitating a modern, integrated digital solution.

About the Client

A mid-sized customer service provider with multiple locations seeking to streamline operations, improve communication, and enhance data insights through a comprehensive digital transformation.

Goals for System Enhancement and Business Impact

  • Develop a comprehensive, automated ERP system to replace manual processes and minimize errors.
  • Implement real-time data tracking across multiple locations to facilitate improved sales management and performance analysis.
  • Create integrated communication modules, including VoIP, to enhance employee-customer interactions with detailed call tracking and analytics.
  • Provide a user-friendly interface with role-specific access for over 180 employees to improve internal workflows and collaboration.
  • Enable the client to monitor key performance indicators and business metrics through real-time dashboards, supporting strategic decision-making.

Core Functional Requirements for the Digital Transformation Project

  • CRM module with integrated VoIP functionality for call management, recording, and analysis.
  • Real-time statistics and reporting dashboards pulling data from external services for instant insights.
  • Automated workflows replacing manual Excel-based processes to optimize task management.
  • Multi-location data synchronization for centralized oversight of operations across all sites.
  • Role-based user access controls and interfaces tailored for different employee functions.
  • Mobile application support for internal communication and operational updates.

Technologies and Architectural Preferences for Development

Node.js for backend development
React.js for front-end application interfaces
JavaScript for scripting and integrations
Modern API-driven architecture for external service communication

Essential External System Integrations

  • VoIP telephony systems for communication management
  • External analytics and reporting services for real-time data processing
  • Existing internal communication tools for seamless workflow integration

Performance, Security, and Scalability Expectations

  • System capable of supporting over 180 concurrent users seamlessly
  • Real-time data updates with minimal latency to support decision-making
  • High security standards for communication and data storage
  • Scalable architecture to accommodate future growth and additional modules

Expected Business Benefits and Impact of the ERP System

The implementation of the integrated ERP system is expected to significantly improve process efficiency, reduce manual errors, and eliminate cumbersome workflows. Aiming to enhance customer service outcomes, increase data accuracy, and provide real-time insights, the project targets operational cost reductions, improved resource utilization, and better growth management across multiple locations.

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