One of our eminent clients approached ValueCoders to develop a user-friendly platform for efficiently uploading and allocating information to the internal team. We suggested creating an intuitive platform that simplifies data upload and streamlines task assignments, improving productivity and collaboration within the organization.
As an innovative service provider, ValueCoders aims to leverage technology to develop an online web-based automated application for business opportunity management.
Also, we used React.JS as the front end and Python as the back end. We suggested the latest technology stack to the client, like MySQL, as a database.
The core requirement was to develop a platform that provides an enhanced experience while uploading & allotting the information to the internal team for the platform.
The initial phase of the application focused on managing and saving data on the cloud. To ensure a seamless user experience, the new platform was designed to be simple & intuitive.
By leveraging the power of the cloud, the application aimed to provide clients with access to a broader range of data and insights, enabling them to make more informed decisions and stay ahead of the competition.
The application has additional business functions, including saving and managing lead status, taking appropriate actions, and improving coordination with the reporting module.
The platform is designed to be scalable and customizable, allowing it to be used by other subscribed professionals who can access the database.
The new application also provides real-time analytics & reporting to help clients gain insights into their operations and make data-driven decisions. The credits are transferred to the user account on a subscription basis and can be utilized to view data within the platform.
The platform provides a credit report that shows the credits used and left in the account. It also notifies users when their credits are about to expire. Registered users can only access the platform through a secure login panel that requires administrator-provided credentials.
Additionally, the platform also includes a settings management feature. Salespersons can mark the status of each of the opportunities allocated to them and build a strong opportunities pipeline, taking action to send emails to these opportunity leads.
The salesperson can also manage notifications and other alerts from the system, along with responses from clients. Users can purchase subscriptions on the application with credits to view complete lead details. When the user views the complete lead details, these credits will be deducted from the account.
Users can view their credit reports to track their credit usage and availability.
Admin users will directly input data into the database. An Administrator can manage various functions related to staff/internal salespersons, including:
Country: UAE
Service: Cadena Solution
Industry: Business Lead
The end users are this platform’s internal sales team members. The user can use the platform to manage the business opportunity information and convert it into business for their respective clients.
Only the registered users can navigate through the web application.
Salespersons can mark the status of each of the opportunities allocated to them and could build a substantial opportunities pipeline and take action to send emails to these opportunity leads.
Type of Users:
End User
Cadena Staff
Admin
| Key Challenges | Solutions |
| The client provided a reference portal and requested the replication of its design and functionality for another portal | We comprehended the reference portal as a team and devised the best possible suggestion to complete it in the given time frame. The team studies the flow of the reference portal and completed that in a given time. |
| Most of this project was user-specific, and maintaining all the logs that were performed by the user and binding that with one specific table was the challenge. | We resolve this challenge by coordinating with the team and raising this in the daily stand-up call. Everyone shared their suggestion on how can we overcome it, and the best feasible solution was implemented. |
| The portal dynamically adjusts its content based on user preferences, access levels, and user types, displaying specific information tailored to each user while maintaining a common data foundation. Additionally, it incorporates new elements based on user types and access permissions. | We utilized the available data to customize user experiences and explored ways to effectively leverages and manipulate the data based on individual user preferences and requirements.
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● PROCESS
We designed and developed the new web-based solution using Python and the ReactJSplatform. We decided to either use Python libraries or components from the cloud if you plan to host this in a cloud environment.
We made appropriate decisions during a detailed technical evaluation for the backend process, and accordingly, the database was decided between NoSQL & MongoDB.
End User
Cadena Staff/Salesperson
Admin
● DOCUMENTATION
ValueCoders was able to satisfy the challenging requirement through significant technology. It not only helped the team deliver quality work but evolve enormously. Our determination led to a bug-free module with all implemented features per the work scope.
As a final complete product, it serves as a lead generation website where users can register, make the lead and expand their business.
● ARCHITECTURE
This part of the document states the business goals and the goals of the solution. The web application server handles the central hub that supports business logic and multi-layer application developed using ReactJS and Python. The database server offers business logic and relevant info/data that the server stores and manages. It stores, retrieves, and provides the information.
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