Streamlining Internal Processes with Custom CRM Solutions

Key results

Scalability

Enhanced capacity for growth and workforce management

Improved Decision-Making

Accurate data for informed decisions

Smooth Data Exchange

Integrated workflows across platforms

Summary

Our client, a rapidly expanding IT company with over 200 employees across multiple locations, sought ways to automate and optimize their internal processes.
With teams spread across various cities and some employees working remotely, they faced challenges with scattered data, siloed systems, and communication inefficiencies.
Cooperation Period
Ongoing
Location
Global
Services
Software Development
Industry
IT

Business Challenge

The client’s rapid expansion highlighted inefficiencies within their existing systems, which relied heavily on independent third-party applications for tasks like time tracking, HR management, and document storage. This setup created data silos, making it difficult for the team to access and exchange information seamlessly. The lack of integrated workflows led to communication bottlenecks and an overload of tedious, repetitive tasks, affecting overall productivity.

Solutions

To overcome these challenges, our team implemented a range of customized software solutions:

  • 1

    Unified Document Processing

    Created a centralized platform for document storage and processing, reducing labor costs and simplifying document retrieval.

  • 2

    Payment Management System

    Integrated a financial management module to streamline budget control over payments.

  • 3

    Employee Request Workflows

    Developed workflows for employee requests (e.g., time off, compensation) to streamline approvals.

  • 4

    Integration with 3rd-Party Systems

    Enabled data exchange between the client’s system and tools like Jira, Trello, and Zoho CRM.

  • 5

    Browser-Based Access

    Designed a secure, browser-based interface allowing role-based access, enabling employees to access the system from anywhere.

  • 6

    Automation of Time Tracking

    Automated time tracking and resource management, minimizing manual effort and improving the accuracy of employee hour tracking.

Project Results

The WiserBrand team’s solutions equipped the client with the tools to manage their expanding operations seamlessly. Key outcomes included:
Efficient Management
Enhanced operational scalability, allowing the company to expand without sacrificing resource management efficiency.
Improved Decision-Making
Streamlined data presentation provided accurate and comprehensive insights, supporting well-informed decisions.
Smooth Data Exchange
Seamless data exchange across systems eliminated previous bottlenecks, enabling efficient communication and workflow integration.