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Enterprise Solutions
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CRM Solutions
> View Projects
CRM Solutions
Projects
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Online Wealth Manage ...
Client Relationship ...
Purchase, Inventory, ...
Cam Tech
Communication Card
Maxum Solutions
Workflow Management ...
Communication Manage ...
Customer Relationshi ...
Online Wealth Management Financial Application
US Based Insurance Service Provider
Industry
Finance & Insurance Software Development
Scope
The Financial business operating system is designed specifically for wealth management professionals. The comprehensive platform provides an easily accessible solution for all the business needs, including client, administration, marketing, reporting and compliance. Tedious manual tasks are automated and unified in one place: client information, advisor-partner communications and document management files are automatically organized, current and available whenever you need them.
It provides an integrated platform designed to help easily serve more clients, offer more services and be more profitable.
It minimizes the time spend on business administration, freeing up to do what is most important to the practice:
Growing business and helping clients reach their financial goals.
The target audience for the project is
Mid-Tier Financial Services Enterprises
Financial Planning Firms
Individual Investors
Features Include
Instant access
to current status of clients entire portfolio
Visual Presentation
of portfolio model
Full Integration
with most widely used financial software
Full Security
of financial information
Simultaneous online viewing
with client for collaboration
Data migration
from Legacy systems like Ez-Data, Advisor Assistance etc
Offline Synchronization Application
running on laptop
Benefits
The benefits of the software to the client are:
Seamless Application Integration
Web-Based Inter-office Networking
Improved Case Management Capabilities
fiBOS has dramatically improved the performance and profitability.
Duration
Ongoing
Teamsize
5
Technology Used
HTML/DHTML, CFML, Java Script, XML, ColdFusion MX, MS SQL Server, Sybase, ColdFusion Studio, Flash
TOP
Client Relationship Management (CRM)
Mudra Communications Pvt. Ltd.
Industry
Offshore Advertising & Media
Scope
The project "Web-based Client Relationship Management" caters to the relationship between Mudra and its client base. It involved complete understanding of the business process and then developing a web-based system.
Features Include
Online Meeting with clients.
Discussion board
Mails, Repository of advertisements
Advertisement schedule monitoring
Discussion Forum to allow the client and the company (Mudra) to interact with each other. Media schedule for a particular campaign are accessible to the clients.
Site has utilities like the Discussion Forum, Collaboration Module (which allows the user to make presentations to the client and also chat with the client. It also has the facility to talk using VoIP). Also Net-Meeting features has been embedded.
Benefits
The benefits of the software to the client are:
Gained strategic and economic benefits associated with CRM by integrating their organizational capabilities structure, processes and skills into the integrated platform with the help of CRM technologies to become more customer-centric.
Use of collaborative tools and discussion forum has lead to quality and disciplined discussion between the client and an ad agency.
As a single, central hub for large numbers of people, the application significantly reduces the lines of communications between different parties, including major customers, increasing productivity and saving time.
It acts as an intellectual repository and enables knowledge management.
Duration
4 Months
Teamsize
3
Technology Used
Java, HTML/DHTML, Java Script, JSP, Tomcat, Oracle, Dreamweaver, Adobe Photoshop, FireWorks, Java / J2EE
TOP
Purchase, Inventory, Excise and Sales Management System
Huber Chemicals India Pvt. Ltd.
Industry
Manufacturing & Engineering
Scope
Huber Chemicals India Pvt. Ltd. is a Multi National Company based at Jhagadia GIDC, Bharuch with Marketing and Head office at Mumbai.
The scope of the project includes development of complete ERP for Purchase, Sales, Inventory, Account and Data Transfer.
Purpose:
To maintain Purchase and Sales of Raw Material, Finished good, engineering items etc, with complete finance information. Data transfer to update Head Office continuous with latest data at manufacturing plant. N-tier Application for complex business policies. It is a complete ERP for Material Management System including following modules:
Manage Purchase of Chemicals, Raw Material, Engineering items.
Sales Order Management
Inventory Management for Engineering items, Row Material and Services Managements
Despatch and Excise Management
Account Management
Data Transfer Module
Benefits
The benefits of the software to the client are:
Automation of all the processes of Purchasing, Inventory, Production and Sales helps the client to create and maintain a paperless office culture.
Managed Heirarchy of - Worker, Suppervisor, Plant Manager, Finance etc according to their access rights.
N - Tier Architecture for Client - Server
Easy Data Transfer between offices, using
- Email
- External Storage Device
Duration
8 Months
Teamsize
5
Technology Used
VB, MS SQL Server, Crystal Report
TOP
Cam Tech
www.gateway.expressmultimedia.com
Dance Express Multimedia Pty, Australia
Industry
Services
Scope
The system developed is to act as a reseller utility for the Camtech System.The system would allow the company to make resellers of Camtech within himself and also market the services given by Camtech.
Benefits
The system has the following benefits:
Allows 3 levels of user roles and rights viz. Super Admin, Reseller, and Merchant.
Online Payment Gateway Integration with Camtech.
The system also has features of doing refund and reversal transactions.
The system also allows for accessing the online reports from the Camtech.The system also has Payment Gateway API which allows those systems not hosted on Camtech to do online transaction with Camtech.
Merchant creation for the system is done directly in the Camtech database thus reducing the effort of the Reseller manually requesting the Camtech to create an account.
Duration
3 Months
Teamsize
2
Technology Used
PHP, MySQL, LAMP (Linux, Apache, MySQL, PHP/Perl)
TOP
Communication Card
A Dutch based market research firm
Industry
Services
Scope
The Communication Card is an initiative from Dutch based market research firm. They are in to consumer data collection and analysis for studying buyer's behavior. The website is business-to-consumer site which is based on the concept of collecting consumer information while allowing them to registering online to any of the scheme/ offers offered by various vendors. A customer card (CD-ROM in credit-card format) provides an incentive to customers to make their personal details available for marketing purposes.
Benefits
The key system functionalities are:
Access to Web site from Card CD ROM.
Facility to make customized questioner form (single/multiple selection, range selection)
Customized dynamic registration page, specific to different types of schemes
Customer management module
Back office, admin user management pertaining to different schemes
Online HTML editor for designing scheme's home page and internal pages.
Facility to manage different schemes by separate administrator.
Online mailing list solution
Dynamic schemes statistics area to analyze consumer's answers.
Duration
2 Months
Teamsize
2
Technology Used
PHP, MySQL, LAMP (Linux, Apache, MySQL, PHP/Perl)
TOP
Maxum Solutions
Maxum Solutions Inc
Industry
Finance & Insurance Software Development
Scope
The system enables Maxum solution to send bulk emails to all the employees of a company containing Insurance product details and link to the Form, which employees can then fill up. These forms are then printed by Maxum and send to the respective carrier. Form details can be sent in electronic format also.
Benefits
The system has the following Features:
Employees data build up from CSV files.
Repository of the CSV files uploaded for each company.
History of the employee's previous recordso Standard HTML based Email Template generator with the facility of mail merge.
Sending Emails to all employees or per department wise.
Insurance Carriers, and Products repositoryo Flexible Signup Form designer for product. Each product can have multiple forms which are attached to the company. Link to this dynamic form is sent along with the email to the employees.
Employee Signup - separate login for employee to fill multiple signup forms for different products.
Printing of filled in Signup forms
CSV export of the filled in signup formso Reconciliation report of data from employer and carrier
Other administrative Reports
Duration
3 Months
Teamsize
1
Technology Used
HTML/DHTML, CFML, Java Script, ColdFusion MX, MS SQL Server, ColdFusion Studio
TOP
Workflow Management System
Germany Based Textile Embroidery Manufacturer
Industry
Textile
Scope
Workflow management from getting and approving design, Inputting required values such as color, place of embroidery, quantity, and invoice details. It has modules planning and managing resource, machine with optimization of time and effort. Finally synching all details to existing offline system. Module for End customers who can login and know present status of their order.
Benefits
Organized Work flow management
Optimization of Resources
Optimization of Machines and Efforts
Non scrapping of existing Billing system as New system input the data in required format in existing system periodically.
End users can have online view about the status of their order, increasing value added service to them.
Duration
3 Months
Teamsize
2 Persons
Technology Used
Java Script, ASP.NET , MS SQL Server, C#, .Net Expertise
TOP
Communication Management System (CMS)
Advertisement and Media Product Company
Industry
Offshore Advertising & Media
Scope
CMS enables non-technical content creators and editors to maintain and manage enterprise wise publications, newsletters, business cards etc. CMS is an easy to use tool for managing distributed online content and is accessed through a web-based interface. User groups with varying levels of permissions can create, edit, stage, publish and archive content. Content contributors do not require extensive training to use CMS to create and edit content because users simply enter content into customized templates. Content is published within pre-defined templates, ensuring that all changes to content conform to the overall "look and feel" of the template and that the interface design remains consistent. This is a flexible and scaleable solution, which allows employees with content-relevant expertise to remotely update the development without ever having to learn any code or HTML. CMS stores and retrieves data for display in a variety of formats, including PDF files and HTML files.
Duration
14 Months
Teamsize
6 Person
Technology Used
HTML/DHTML, Java Script, XML, ASP.NET , IIS 5.0, MS SQL Server, MS VISIO, C#, .Net Expertise
TOP
Customer Relationship & Sales Management
Under NDA
Industry
Services
Scope
The objective here is to develop a web based managed service for managing and distributing the business contacts, leads and accounts information. The Customer can subscribe to sales-platform lead database to access the data and use the service. The data is high quality leads categorized in such a way that customer choose the segment he is interested in. The Sales-platform's value added services help the customer to increase sales lead pipeline by outsourcing the product/service marketing campaigns and qualifying the leads. Sales-platform combines all components to make you even more successful in sales.
Features:
Account Management
Contact Management
Task Management and Alert messaging
Import/Export for data synchronization and maintenance
Benefits
Gained strategic and economic benefits associated with CRM by integrating their organizational capabilities - structure, processes and skills - into the integrated platform with the help of CRM technologies to become more customer-centric.
Use of collaborative tools and discussion forum has lead to quality and disciplined discussion between the client and advertising agency.
Minimal or No investment in training of the users of this application since the entire application is web-browser based.
It streamlines communication otherwise done by telephone, fax and e-mail, greatly reducing the cost of sharing information across project and project teams.
It acts as an intellectual repository and enables knowledge management.
Duration
3 Months
Teamsize
3 Persons
Technology Used
ASP.NET , MS SQL Server, C#, .Net Expertise
TOP
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