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Project Tracking and CRM Concept

We designed this concept for an Engineering Consulting firm who were looking forward to digitalize their manual operations with CRM , project management and document management with specific requirements pertaining to the industry.

The concept offers the following module:
Client Module- For tracking details of the client
Project Module- For tracking the status of the project. It shows the required documents with respect to that project. Also a visual representation of all the projects along with their status can be seen on Google Maps.
Supervision Module- The Supervision Module lists all past and future scheduled site visits for the engineers/employees. It lets the employees record their respective visits to the ongoing projects. They can add inspection notes, site visit reports, attach photos of the site etc.
Dashboard Module- Here the Manager can see status reports with respect to ongoing project, payments or tasks assigned to his/her employees, delayed projects, pending payments etc.

This concept enables the engineering firm to manage its projects, clients, work visits efficiently and overcomes the challenges related to the day to day activities.

The conceptualization of a software was done with several requirement gathering meeting with the client. We conceptualize the design such that it fits the client as well as the regional requirement and provide best in class user experience.

What We Did

In order to conceptualize the design we performed following actions.
  • Several requirement gathering workshops remotely.
  • Prepared the documentation by researching the requirements and discussing with client understanding the business needs.
  • Finally designed the UI/UX until the customer was in agreement with the design and the process flow.
  • Sketch tool to design UI Prototype / Click Dummy
Project details