Business Operations CRM & Internal Management Platform
Connected Sales, Field Workforce (GPS), HR & Payroll, Developer Kanban Portal, Finance Ledgers, and AMC Contracts.
The Business Challenge
The client struggled with disjointed operations where sales teams, field personnel, HR payroll, and internal IT operated through disconnected spreadsheets, manual messaging groups, and isolated tools. This caused data silos, delayed invoicing, unverified field visits, and zero centralized operational reporting.
Solution & Systems Architecture
Designed and developed a comprehensive business operations platform bringing multiple organizational functions into one unified environment. Features include: Executive Dashboard & Business Map, Sales module with quotation-to-invoice pipelines and financial ledgers, Field Workforce management with location-based visit tracking and attendance logs, HR Employee Self-Service with payroll and expense processing, an Engineering Developer Portal with Kanban boards, audit logs, and support tickets, and Master Data governance with client directories and product AMC contracts.
- Frontend: React with responsive, role-based dashboards and employee self-service views
- Backend: Node.js / Express REST API with granular permission controls
- Database: PostgreSQL with relational schemas for accounts, attendance, tasks, and ledgers
- Infrastructure: Deployed on Ubuntu Linux VPS with Nginx reverse proxy and process supervision
Production Outcomes & Capabilities
- Operated in continuous production for 8–9 months with zero unmonitored downtime
- Consolidated 5 separate business functions (Sales, Field, HR, IT, Finance) into a single system
- GPS location-based verification and attendance logging deployed for field workforce
- Developer Kanban portal adopted by engineering teams for internal sprint and ticket tracking
- Quotation-to-invoice automation connected directly to customer accounts and financial ledgers
Deployed in a live operating environment with hands-on infrastructure monitoring and maintenance.
We scope projects in writing, align with US business hours, and transfer 100% IP code ownership.
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