Modern Web-Based Platform for Mission-Critical Business Operations and Reporting

The client currently relies on outdated, siloed software that is difficult to navigate, buggy, and no longer supported, leading to inefficiencies, manual workarounds, and limited visibility into operations and performance metrics. The legacy system hampers staff productivity and decision-making capabilities, necessitating an upgrade to a modern, integrated solution.

A mid-sized manufacturing company specializing in industrial equipment distribution, relying on aging legacy software for sales, order management, and operational oversight.

• Develop a centralized, web-based application to replace the legacy system, improving user accessibility and interface intuitiveness.
• Integrate core functionalities including order tracking, sales management, technician scheduling, and contract lifecycle management into a single platform.
• Facilitate smooth transition during phased rollout, ensuring real-time data migration and system adoption.
• Enhance reporting and analytics capabilities to provide comprehensive insights into sales performance, operational efficiency, and profitability.
• Enable role-based access controls for oversight by management, with self-service tools for operational staff.
• Leverage modern web technologies to ensure scalability, security, and ease of future updates.

• Unified interface consolidating order, contract, and service workflows to improve usability.
• Multi-order management within a single job or contract for detailed tracking.
• Real-time tracking of labor, time, and costs associated with service activities.
• Templates management system for creating, updating, and utilizing standardized documents and contracts.
• Comprehensive dashboards and reports for managers to monitor sales figures, incoming work, profit centers, and organizational health.
• Phased rollout support ensuring data consistency from legacy systems and minimal disruption.

• Legacy data migration tools for phased system transition
• Internal reporting and analytics modules
• Existing CRM or ERP systems, if applicable

• System must support concurrent users with minimal latency
• Data security compliant with industry standards
• System availability targeted at 99.9% uptime
• Scalability to support future growth and additional functionalities

The new platform aims to significantly improve operational efficiency, reduce manual workarounds, and enhance data visibility. Expected outcomes include streamlined workflows, faster decision-making with advanced reporting, and a more engaged user base. Quantifiable impacts include increased reporting accuracy, reduced order processing time, and improved sales tracking capabilities, ultimately supporting business growth and profitability.