The Summary:
Every business has multiple custom workflow management software that works independently from one department to another. This disconnectedness creates a resource gap and causes a waste of workforce energy, time and affects the overall performance. The client came to us with a single requirement; to connect all business management applications into one application lifecycle management tool.
The Client: In search of an IT Management Solution Provider
The client wanted to get an application lifecycle management software built to ease the workflow and help drive the revenue growth of any business that used it. The client wanted to provide the consolidated custom workflow management software as a service on a subscription basis to their customer base. We created a web application for the lifecycle management software tool with immense innovative functionalities.
The Requirement: One IT Management Solution
- Scalable cloud-based interface
- Handling Multiple applications in a single pool, including HRM, CRM, to name a few.
- One authentication key set-up for all the different applications
- Modular approach in choosing the applications within the application lifecycle management software
- Easy implementation with simplified workflows
- Various regulations compliant IT Service Management solution
- Each application with the IT Service Management solution should have functionalities, including:
- Custom forms
- Custom Grids
- Details Page functionality
- Slider Functionality
- Third-party integrations
The Technology Used: To build the SaaS-based custom Workflow Management Software.
.Net Core 2.2:
The cross-platform framework was used to build a modern, lightweight cloud-based UI, a high-performing web app that works on any operating system, be it Windows, macOS, or Linux.
Razor HTML:
Using the Razor HTML templating engine, we embedded the .NET Core code into the web pages.
CSS:
We utilized external CSS to define the appropriate layout, colours, and fonts for web application development.
JS and JQuery:
Our expert developers used JS for the client-side applications and JS to add interactivity between the custom workflow management software, among other functionalities.
The Solution: An Application Lifecycle Management Software
We developed a web application for the application lifecycle management software on the cloud, which would allow our client to work as a vendor providing IT Service Management solutions on a subscription basis.
As per the client requirement, we added multiple application lifecycle management tools, including:
- HRM — Human Resource Management
- CRM — Customer Relationship Management
- PRO — Proposal Manager
- CON — Contract Manager
- ORD — Order Manager
- PMO — Project Manager
- IAM — Inventory and Asset Manager
- TKT — TAC and Onsite Ticketing
- SUP — Supplier Manager
- GSM — Global Set Up Manager
Combined, we presented the client with the application lifecycle management software that worked efficiently on a modular basis.
We created an admin portal and client portal with role-based access and permissions with proper credentials. We configured the admin and subscribers settings selectively.
We created individual customizable dashboards, reports, grids, forms with customizable fields, details page functionality, slider functionality, and third-party integrations for the application lifecycle management tools.
The Result: A Successful Implementation of the IT service Management Software
With the cloud-based solution, the client got a cost-efficient and effective vendor system to provide the application lifecycle management software on a subscription basis to their client base.
Each one of the application lifecycle management tools were configured with specific functions as follows:
HRM (Human Resource Management):
With the HRM module, one could easily keep track of the paid time off and maintain organized leave management, promotion & demotion management, alerts & notification management, resignation memos and other document management.
Overall the HRM brought automation in handling all the human resource processes and saving time and workforce energy.
CRM (Customer Relationship Management):
With the CRM module, we added rich features, including lead and customer management, automated data import from forms wherein the forms could be personalized with custom fields, an external partners portal for outsourcing management and a customer portal for their clients.
PRO (Proposal Manager):
The proposal manager aids in the automated generation of proposals without the repeated data entry process and manual errors.
The module can generate new estimates with custom form and fields or convert the lead opportunity from the CRM to a proposal in a single click.
CON (Contract Manager):
At Infomaze, we understand the importance of remaining regulation-compliant. We have made this module flexible enough to accommodate any compliance and create new contracts or convert the proposals into contracts in a single click without having to re-enter all the data again.
ORD (Order Manager):
The order manager is again connected to the contract manager and is taken care of accordingly against the particular orders hassle-free.
Once the orders are processed, they are moved to the next level in the workflow process, i.e., the production or project management.
PMO (Project Manager):
The highlight of this application lifecycle management software, being the project manager, has multiple functionalities, one of which is dividing the project into different phases and managing them accordingly.
The module allows to create phases in a project and handle the whole process in an agile SCRUM manner.
Depending on the task, upon its completion, it can be automatically passed on to the ticketing manager, be it TAC (Total Activity Control) for internal tickets and onsite ticketing for outsourced jobs.
TKT (TAC and Onsite Ticketing):
The ticketing manager helps in providing a holistic approach in handling all the opportunities and is linked to the pricing module to generate invoices in one click automatically.
The application is linked to the supplier registry to take care of the onsite ticketing and provides an easy ticket assignment process.
IAM (Inventory and Asset Manager):
The inventory and asset manager is in sync with the registry in real-time and prevents any losses from occurring, such as missed opportunities, overstocking or understocking to stocking on time.
SUP (Supplier Manager):
As per our client’s wishes, we introduced a supplier registry from which subscribers could choose their suppliers through application lifecycle management software. Only when the subscribers choose a supplier or vendor can they start the business traction. In contrast, the super admin can allow access to the subscribers as per their subscriptions.
GSM (Global Set Up Manager):
The client also wanted to provide a universal control of all applications linked to the application lifecycle management software. Our expert and talented developers created a module that would exactly do what our client wanted, a unified control through the global set-up manager.
We provided a secure application lifecycle management software with separate client and admin portals, with the required role-based selective access and permissions.
We created custom dashboards for every module within the application with a details page functionality that would showcase everything about a project on the same dashboard and quick access to multiple functions, including stats, start and end timeline, the spent duration, and the tasks and more with the slider functionality.
We provided unlimited user filters and custom segments to choose from, be it logic fields (customer name, state, country, credit limit, account manager, to name a few) and other custom fields. With the multiple field options, the client could use it to create custom reports and stay ahead in their business, making impactful decisions well within time.
Overall the client got what they requested from the beginning and more at an affordable price. With this project’s initial IT service management solution implementation, the client already saw a favorable ROI and plans to build more features into the software with our help.
These features are to be added in the next phase from timesheets, expenses, employee shift tracker and manager, and payroll, to name a few. The client also wants a mobile application developed for the same in due time.
Source: Custom Application Lifecycle Management Software — A Case Study
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