We had an ambitious task of creating a CRM system for different types of E-commerce products and offers. System was designed to have a wizard which allows to setup workflow for each product. But nobody knows which workflow will be used.
Andrew Parker, Project Manager
The main challenge was that customer did not understand fully how this system should look like. Iteora team made a deep research and preliminary work with customer trying to define requirements and goals, but always something was missed. System should support workflows and customers lifecycle for at least 20 completely different products.
And as secondary goal system should be very flexible and modular. It should allow to make easy connections with any 3rd party software and should have a lot of additional services like PDF generation, OCR, Invoicing, SEPA and so on.
After long R&D sessions together with customer and attempts to build a documentation with defined goals and requirements we decided to change our approach to this project. At first customer always missed important details and didn't have all required information. Then we decided to build a project with fully customizable and flexible workflow wizard.
Thanks to this system customer can run new products very fast. Workflow wizard system allows to define all required steps in business workflow for the product in visual way, setup reminders, notifications and invoices.
Core modular structure of the system allows us to build new modules very fast and cheap for the customer. The CRM system is under Iteora team support more than 2 years and for this time a lot of modules were developed and deployed: OCR, External storages for files, PDF generation, Invoicing, SEPA, 15 banks connection, barcode's generation, barcode android scanner and more.
System works stable and fast more than 2 years already and it has served several hundreds thousands of users.
Unique solution on the market which allows to build business processes and product logic just via web UI
Flexible modular architecture allows us to add new modules to the system very fast and cheap for the customer