Building a SAAS project management platform for service-oriented companies

Computer Software

Building a SAAS project management platform for service oriented companies

02

Engineers

03

Months

70%

Increase in operational efficiency

Overview

Building a SAAS-based project management platform for service-oriented companies. The objective was to build an MVP for SAAS-based specialized project management and relationship management platform for service-oriented companies. The Seract MVP as a simple but highly functional platform that enables organizations to manage their service interactions and deliverables with flexibility and ease. The platform can be used by organizations to design workflows and processes based on their requirements, as well as the specific needs of each account or project. Different teams can be assigned for each service, account, and project from within the organization, and clients can be looped into projects to ensure seamless deliveries. Each stakeholder can be assigned different privileges based on their roles.

Services

Rapid Prototyping, MVP, Custom Application Development

Technology

MariaDB, React.JS, Node.JS, Express.JS

Location

Sydney, Australia

Challeneges

The objective was to build an MVP for a SAAS-based specialized project management and relationship management platform for service-oriented companies. The idea was to build a tool that could enable service-oriented companies to manage their entire portfolio of accounts, and the entire lifecycle of every ongoing project in each account, on a single collaborative service relationship management system. This would help organizations manage workflows seamlessly, manage multiple projects with limited resources, and plan deliveries in a simple, smooth manner.

Solutions

We built the Seract MVP as a simple but highly functional platform that enables organizations to manage their service interactions and deliverables with flexibility and ease. The platform can be used by organizations to design workflows and processes based on their own requirements, as well as the specific needs of each account or project. Different teams can be assigned for each service, account, and project from within the organization, and clients can be looped into projects to ensure seamless deliveries. Each stakeholder can be assigned different privileges on the basis of their roles.

The platform was custom designed on the basis of extensive groundwork involving requirement gathering from the client, research, brainstorming, and close collaboration at every level. We followed the agile methodology to ensure that the project stayed on track as it evolved through different stages of development. The web-based tool had the following features:

1. Portfolio of accounts
2. Creation of services, organized by categories
3. Creation of actions within each service
4. Creation of projects, organized by categories or services
5. Creation of deliverables for each project
6. Creation of users, the invitation to other users
7. Assignment of tasks to each user, by project, service, or category

Modules implemented

Portfolio management

This module is responsible for creating and managing portfolio accounts and services.

Workflow builder

This is a custom BPM workflow builder module that helps build user-defined workflow and triggers in a graphically appealing manner.

User task management

This module is responsible for managing user tasks and firing triggers based on the workflow engine.

High Level Design Architecture

Need to estimate for your next project?

We at TechVariable do acknowledge that one size will not fit all. Hence, we work in collaboration with you to identify, analyze & then develop a solution that fulfills your needs. Either we will define the functional scope of your project to estimate the timeline and budget or you can create your own agile team from among our resources.

The Result

Thanks to an interactive and collaborative process, we were able to ensure a smooth delivery in record time, and the MVP exceeded the client’s expectations.

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