- Case Study
Info - CategoryApplication Development
Business Problem
- The client seeks to develop a platform for efficiently overseeing numerous projects, jobs, and resources while streamlining billing and invoicing processes, aiming for a comprehensive solution to enhance project management and financial operations.
- The platform must provide real-time visibility into project progress, milestones, and jobs, allowing stakeholders to monitor project status and make informed decisions promptly.
- The client desires the capability to seamlessly transfer billing information to and from the Relativity Platform using API integration for efficient data exchange and synchronization
- The platform should integrate Azure Active Directory Management for user authentication, implement role-based permission management, facilitate resource allocation, and include calendar management functionalities.
- Dealing with the time and cost associated with customizing and developing the platform.
Our Solution
- ConvergeSol played a crucial role in developing a robust platform with an intuitive interface, effectively showcasing features such as resource allocation, project and job management, time tracking, invoicing, and billing functionalities.
Key Features
Jobs Management
Allows managers to create, assign, and track jobs across different projects. It include features like job assignment, deadlines, priorities, and job dependencies.
Resource Management
Enables managers to manage and allocate resources such as human resources across various projects. This includes tracking resource availability, utilization, and conflicts.
Time Tracking
Allows users to record and track time spent on various jobs and projects. It helps in monitoring project progress, estimating project costs, and billing clients accurately.
Collaboration Tools
Facilitates communication and collaboration among team members. This may include features like discussion forums, chat, file sharing, and document collaboration.
Synching with Relativity
Smoothly transfer billing data to and from the Relativity Platform via API integration, ensuring efficient data exchange and synchronization.
Budgeting & Cost Management
Helps in creating project budgets, tracking expenses, and managing project costs. It provide insights into budget vs. actuals, and support for expense approval and reimbursement processes.
Reporting and Analytics
Generates reports and analytics to provide insights into project performance, resource utilization, and budget status. This helps in making informed decisions and identifying areas for improvemen
Invoice Generation
Ability to create invoices easily, either manually or automatically based on predefined billing criteria such as time entries, project milestones, or recurring billing cycles.
Invoice Tracking & Status Updates
Provides visibility into the status of invoices, including sent, pending, paid, and overdue invoices. Users should be able to track payments and send reminders for overdue invoices.
Integration of Azure Active Directory
Enables seamless user authentication and access management, enhancing security and simplifying user administration within the system.
Role-based permission feature
Assigns access rights based on predefined roles, ensuring users have appropriate permissions to perform tasks, enhancing security and data integrity.
Ahmedabad, India
New York, USA 