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Home » Case Studies » Entity & Sales Management for Consulting Firm
The company needed developing and integrating of their information system that captures data from multiple external systems and displays the appropriate information on CRM screens and provide all the necessary functionality.
The customer’s preference was to split the project development process into phases. First phase was requirements definition, a working prototype creation, a technical architecture and three main system modules development. Other phase included development of additional modules to provide wireless capability and reporting.
The system features as follows:
- FIT GAP analysis from Requirements;
- Module-based application architecture enables to separate it’s functional parts;
- Customer contact management;
- Detailed reports for Company, Tasks and Opportunities;
- Synchronize data with Lotus notes/Microsoft Outlook;
Technologies Used: Oracle 9i, PeopleSoft CRM 8.8, Tools 8.44, SQL Server Reporting Services, Crystal Reports 9.0, Infosync, Unit Testing.
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