Custom CRM Solution for Organizing Workforce Management
Project overview
.png){kind=avatar}
Industry
Client Location
Recognition
Provided Services
Type of the Project
Collaboration Model
Duration
Team Size
Project business objectives
Automate scheduling and resource allocation for field technicians.
Enable real-time tracking of work progress and material usage.
Improve customer satisfaction through a feedback collection system.
Connect the CRM system with existing ERP platforms.
Ensure compliance with GDPR and other data protection standards.
Provide scalability to accommodate future growth and operational demands.
Why did the client choose us?
The client valued Evinent’s deep expertise in e-commerce development and long-term success with enterprise platforms. Our proven ability to handle complex integrations and optimize platforms for both performance and cost-efficiency was a decisive factor.
Process overview
Challenges we faced and how we overcame them
Incorporating with the client’s ERP system, which initially lacked the capability to process required data formats.
solution
Collaborated with the client’s technical team to refine data exchange protocols and specifications.
Incorporating a feedback system mid-development.
solution
Adapted project timelines to accommodate the new requirement without compromising quality.
Ensuring usability across various devices and conditions.
solution
Designed a responsive mobile application and conducted extensive field-testing for real-world scenarios.
Key security measures
The system incorporated advanced security protocols to safeguard sensitive data:
_End1eu.svg)
SQL injection prevention
_awrno7.svg)
XSS attack protection
_KR6r0x.svg)
Input sanitization for data security
_XPIqge.svg)
Sensitive data encryption
_BxeY9r.svg)
Multi-factor authentication (MFA) for secure access
Technology stack
Features
Admin Panel
Centralized management for scheduling, materials tracking, performance monitoring, task management systems, and directory management.
Mobile Application
Optimized for technicians to access schedules, log materials used, and complete tasks efficiently, with the ability to add photos/media files of completed work for quality control.
Feedback Collection
Incorporated system for customers to provide real-time service evaluations.
API Integration
Easy connection with ERP systems for data synchronization and operational oversight.
Advanced Analytics
Reporting tools to monitor technician performance and resource utilization trends.
Task Flexibility
Allows easy creation, rescheduling, or cancellation of planned tasks, considering team workload.
Payment Options
Supports payments for completed tasks either on-site or in advance.
Cost Calculation
Automatically calculates task costs based on actual material usage.
Customer satisfaction metrics
.svg){kind=icon}
.svg){kind=icon}
.svg){kind=icon}
.svg){kind=icon}
Impact on company’s business growth
Evinent’s solutions have directly contributed to the business's sustained growth:
Quality Control
Enhanced monitoring of service execution and material utilization.
Efficiency Gains
Reduced turnaround time for task assignment and completion.
Customer Trust
Built stronger relationships through improved service transparency.
Cost Savings
Optimized material usage and task allocation reduced unnecessary expenses.
Project results
Client feedback
.webp)
78%
Enterprise focus
20
Million users worldwide
100%
Project completion rate
15+
Years of experience