Business Management Suite On Cloud (SaaS- CRM)
How we built a full-fledged SaaS Business Management Suite?
Requirement:
Business management solution that can run on the cloud
Tech Used:
CodeIgniter, MySQL, PHP
Results Achieved:
Turnkey cloud solution with dedicated modules to manage every aspect of business operations.
Project Overview
The client, a retail computer outlet based in Sweden, was looking to build a business management software to manage every aspect of their business. They planned to build an MVP, test it with their own business, and then launch it as a SaaS platform for other small business owners in the same industry.
The client was looking for a platform to manage customers, sales, service, warehousing, invoicing, HR management, customer reports, and several dedicated modules.
We considered the requirements, built a basic prototype and helped the client launch a full-fledged business CRM, reporting, sales, and management solution in less than 16 months.
Challenges
Building a solution with multiple modules is always challenging regarding alignment, synchronisation, and business logic. To top the challenge, the client needed a lean UX/UI solution for ease of use and was looking for a multilingual platform.
The top requirements (and corresponding challenges) were as follows:
- Ability to micro-manage warehouse operations for hardware repair and client asset management (transparency about the storage of the hardware deposited by customers for repairs)
- Availability of a tier-based rewards/loyalty points module for regular customers to provide discounts based on their annual purchases/spends
- Multi-faceted invoicing system that allows raising invoices for hardware, software, and servicing
- Building a modular SaaS platform to allow the client to resell individual modules to other business owners
Solution
As the project requirement was complex and needed several moving parts, our team analysed each of the requirements in detail. After a clear consensus on the business logic and operational flow with the client, our team prepared a detailed documentation for each feature.
Each module was divided into individual segments, further broken down into individual functionality to achieve a modular and scalable structure suitable for SaaS.
An MVC architecture was designed for each feature to allow admins to enable/disable each feature/module within the system on-demand.
Two separate databases were created — one for the SaaS platform and another for the standalone solution to enhance the functionality and speed of the solution.
Every micro feature was categorised under contextual sub-menus within the modules for ease of use and a simplified UX.
A customisable subscription module was also developed to allow the client to launch the solution as a SaaS platform for other business owners.
Major Modules & Features
| Module | Features | Suitable for |
|---|---|---|
| CRM |
|
Recording and managing customer details to enhance customer delight |
| Employee Management (HR Module) |
|
Manage your workforce and provide permissions to use platform functionalities based on their designation |
| Service Order Management |
|
Streamline order management with a well-organized order dashboard for quick updates about service orders. |
| Inventory/Warehouse Management |
|
Manage inventory for multiple warehouses or branch stores. |
| Reporting & Analytics |
|
Statistical reporting dashboard for discovering sales, work, and consumption patterns for improving service efficiency |
| Admin Portal |
|
Powerful admin portal to scale and expand operations and manage multiple stores from a single dashboard |
Tech Stack Used
Codeigniter |
PHP |
MySQL |
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