How I simplified the client's inner processes by creating custom ERP software

Goals

The client has previously digitized its workflows. They used Trello for this task. However, this solution did not meet their needs.

User management

The software provides a unique dashboard for each employee. It prioritizes activities on the home page: It shows the user first the tasks that are approaching their deadline. It displays expired, unfinished tasks in a separate section. An administrator can access financial statements, export client lists, set permissions for other users, and make global settings.

Partners

Uniform and precise registration of customers, suppliers and partners is essential for the more efficient operation of the company. The software stores master data in one place to avoid erroneous or repetitive recording of data. It displays previous orders and quotes on the partners profile.

Worksheets

The soul of the system is the worksheet manager that registers the projects. A worksheet can belong to one customer, but multiple orders can be posted on one worksheet. (e.g., a company can order a business card, car sticker, and flyer) Each order has one or more employee attached to, can be labeled, and a deadline can be assigned. Before the deadline expires, the system sends a notification to the employee that he/she has an unfinished task. A given task and worksheet can only be passed to the next workflow if the employee has filled in all the required fields according to their role. These required fields are defined by the administrator. The date of delivery will also be recorded. When someone gets a new task, a notification will appear on their dashboard. Coworkers can add comments, attach files, or add a new task to worksheets. There may be times when multiple users need to work on a worksheet. When the system detects that another user is editing the form, it gives the user the opportunity to pass the edit to a colleague after saving their own changes. This is an attempt to prevent possible data loss. Worksheets are only archived instead of deleted. The resulting database will be searchable with several filters.