Cabot Solutions was approached by Sunny South Insulators, to build an integrated web based CRM application to help manage their client contacts, project estimates, scheduling, invoices and calendar modules.   The application was to assist the firm to effectively streamline and manage its business processes.

• Manage client contacts and maintain a log of all communications with the client.
• Easily Generate Estimates in printable PDF format.
• Create, edit and print Work Orders.
• Issue Invoices after work is completed.
• Update status of projects.
• Visually Schedule engineers to Projects in a calendar.
• Web based software with Rich User Interface for a Desktop like software experience

Our Approach

Sunny South had gone through a requirements cycle and had identified the high level functional requirements for such a system.  After a couple of conference calls the Project Manager was able to break down all the requirements and come up with a Functional Requirement Specification document which Sunny South reviewed and signed off after a few iterations of changes.

Once the requirements were finalized, we proceeded to develop UI mockups of each screen similar to the one shown below.   This enables the stakeholders to visualize the end product even before it is fully built.   Armed with the final sign-off on the UI’s the team was ready to get into architecture design, DB design, and development.

Technology Stack

• Flex 3 UI
• AMFPHP and CodeIgnitor Integration
• MySQL 5 Database Server.
• IMB’s Ilog Elixir Flex API.
• XML template based PDF Generation

This entry was posted by Shibu Basheer on Tuesday, January 12th, 2010 at 12:23 am and is filed under Categorized, Latest Projects. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.