Technology Solutions

The application is developed for a personalized confectionery company operating in Australia since 2008 which aims to provide its customers' personalized chocolates/labels for their different occasions, events via high-end designs, flexible customizations and quality products with ease of delivery. Our team was involved to build an in-house CRM, artwork management and order management portal named “Charlie” for the client. Initially, the client was managing all this via different 3rd party applications but we developed a single system to manage all these activities. Orders in the application come from 3 different websites which client has along with few offline orders too. Our aim was to streamline this whole order management, artwork management process and give admin ease to give its customers a smooth service. We developed a CRM and artwork approval system including web forms to accept leads. The application allows us to pull data from Insightly CRM which the customer had been using for order management. Complete artwork management portal has been developed which allows customers to view their current artwork status and also send reminders to customers for approval on artwork so that once approved work can be sent for further order processing. Key functionality here was of tag and status management (similar to what ship station API does) where different tags/status of the order were managed and corresponding updates via email were sent to customers to keep them updated. Once artwork is approved, then order is processed and we have done integration with the “Dear Inventory” system to manage all the inventory and XERO API was integrated for invoice management.

This software streamlines the workflow of a compliance company seeking relevant information and documents from the corporate customers and further processing. In the current phase of the project the compliance company (client) send e-mails to onboarded clients directly to the platform to fill-out a dynamic multi-page questionnaire and uploading relevant documents. Once the information is successfully submitted the TCO officer is prompted every 3 hours. If in case the information is not submitted or is incomplete then the corporates are reminded every 4 days. 

The coroporates can login to resubmit the form annually with pre-filled fields and can change as required. As the user moves forward to the next page of the questionnaire the field details are saved in real-time. 

Project Summary

Cloud based boat shares & reservations/booking management platform developed for Australia's leading boat share company which is having 50+ boats/yatchs under their banner. This system is automating their operational, administrative & reservation/booking processes by having dynamic rule engine which is based on 40+ parameters.

This platform is allowing business & their customers to have 24*7 access and processing reservations in real-time manner in efficient & transparent way. Along with that system is giving real-time reports for accross departments, operations and boats which strengthens decision manking processes.

Key Features:
- Boats & their shares management
- Dynamic booking rules engine based on 40+ parameters
- Ownership transfer management
- Managing reservation requests
- Cancellation processes
- Fuel logs
- Boat service/maintenance plan
- Business reports
- Boat specific reporting during bookings
and others

Major challenges for public listed companies are to maintain their investor relations, communications, shareholder analytics and other governance needs. To address such challenges, this system has been designed & developed which is the only available system in Australia & New Zealand. The system is providing advice and support to Australian and New Zealand companies on how best to structure market sensitive announcements and deliver complex information to a wide range of stakeholders in the financial markets, media and wider investment community. Along with that system is assisting companies to take market & result-driven decisions to have efficient & controlled performance in the financial market.

A cloud based ERP system for a door manufacturing company. It manages overall business operations starting from inventory management, quotations, sales and purchase orders, catalog management, invoicing, payment and warehouse management. BI Reporting is also part of this solution which are providing useful business insight and help in taking informed business decision.