This project is an ERP+CRM system for managing a tank container clean-repairing depot (special containers used to transport chemicals).
Backstory
The project was written entirely from scratch and came to us in January 2021. By that time, our client had already been actively using the system for a long time. Therefore, it was important to pick up the project and continue working on it. The project uses the Symfony framework, which we are experts in. Therefore, the transition process was as smooth as possible for everyone.
The system consisted of a single project that involved employees, administrators, and clients.
Project goal and preparation
The first issue that was discussed was the issue of ensuring greater security of the project, stability, and of course, the issue of implementation the new functionality.
Because a lot of functionality had already been written in the system, it was decided that rewriting the project from scratch was not rational. However, to ensure a higher level of security for customers accounts, it was decided to move them to a separate project.
We also audited the server on which the project was running and prepared a list of actions required to ensure better security.
ERP+CRM functionality
Today, the project's functionality includes 49 modules that can be used to configure the project, manage all processes, issue invoices and upload them to the accounting software, and generate reports for management.
Client Management module
The Client Management module allows to add a new clients, add a contract for them, set up discounts for services, specify contact details and official details that will be used to generate invoices. The administrator can select the type of client, which will allow to work with them in different ways.
Order module
The orders' module allows to manage the main processes of the company. most of the time employees work with this module. Currently, this module automates the work as much as possible to reduce the number of errors and the amount of time spent on order processing. The system has two other similar modules to cover repairs and a module to group all types of work in one place for easy operation.
Finances
The system has all the mechanisms to generate an invoice for the client based on information about the services and their prices. It is possible to export invoice for the accounting software and generate a PDF document for the client. It is possible to issue an advance invoice and much more. This module was the last and probably the largest, as it affects all parts of the system.
Calendar
To facilitate planning, employees use a calendar integrated into the workflow. The calendar allows to plan work and promptly handle requests. Later, information from this module is collected in a report to monitor the efficiency of the company's work lines.
Warehouse
A unique module for warehouse management was created. Essentially, it is a map with cells where tank containers can be stored. This way, an employee on a loader can visually identify where a tank container is located. The map contain ability to search TC. Within this module, employees can move containers from one cell to another, add or delete cells. The map is colour-coded, which allows to visually determine the status of the cell. Information from this module is also integrated into other modules. Reports for management are also generated from the information from in the Warehouse module.
Reports
The system has the ability to generate various reports:
- to control the workflow;
- some are used as tools to draw conclusions about the feasibility of changes in processes;
- to understand the impact of changes on the company's operations;
- reports on warehouse balances.
Some reports allow to download the information in Excel format if someone wants to analyse the information in more detail.
The system also features a variety of client alerts when stages of work on tank containers are completed.
Functionality of the client's account
The client account is directly linked to the administrative part of the project. Therefore, all changes made in the admin panel will be automatically reflected in the client account.
Profile
Employees of clients' companies can log in to their personal accounts, change their settings, and see basic information about the company.
Requests management
After authorization, employees can manage requests and view their statuses. This approach has significantly reduced the time required for the company to process requests, and it has reduced the amount of time spent on emails or phone calls to clarify the details of requests.
Documents
Clients have full access to financial documents through their accounts, including the ability to download invoices for payment in PDF format. In addition, they can upload certificates issued after the clean-repairing depot and visual inspection reports for tank containers.
TECHNOLOGIES APPLIED
Linux ubuntu server
The projects are hosted on two separate servers, which made it possible to isolate the public part from the administrative part
MySql
A single database is used, which made it possible to provide system clients with quick access to updates
Symfony, PHP
Two projects are written in different versions of PHP and the Symfony framework
Results
Thanks to the fruitful cooperation during the project, many functionalities were developed that helped to increase the company's efficiency and attract new clients. The system has become more modern and now covers all business processes electronically. The advantage of the system is that after the implementation of each module, the amount of paperwork has decreased.
The goals set at the beginning of the project were achieved in the first year of cooperation. Therefore, the rest of the time was invested in the development of new functionality.
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