Sep 08, 2023
No image
Completed
CustomEase: cloud-based application for day-to-day operations automation
$25,000+
7-12 months
United States
2-5
Service categories
Service Lines
Software Development
Design
Ecommerce
IT Services
Domain focus
Commerce
Other
Programming language
Ruby
Frameworks
Ruby on Rails
Subcategories
Design
Product Design
User Experience
Challenge
The client came to us with software that he already used in his daily work - the CustomEase app and wanted to develop new functions and fully leverage the power of customer data collected in the course of previous years.
After analyzing the client's current situation and technological needs, we came to the conclusion that adding new features introduced too much change to the codebase so we decided to re-write it from scratch.
With the new version of the software, two requirements appeared:
universal - the possibility of using the application in similar companies, not only by our Client,
scalable - ready for the big growth of CustomEase, increasing customer base, and team.
The client came to us with software that he already used in his daily work - the CustomEase app and wanted to develop new functions and fully leverage the power of customer data collected in the course of previous years.
After analyzing the client's current situation and technological needs, we came to the conclusion that adding new features introduced too much change to the codebase so we decided to re-write it from scratch.
With the new version of the software, two requirements appeared:
universal - the possibility of using the application in similar companies, not only by our Client,
scalable - ready for the big growth of CustomEase, increasing customer base, and team.
Solution
We started with 1 month of product discovery:
Gathering business requirements
Preparing high-level start-to-end user flow
Preparing wireframes based on the user flow
Preparing final designs based on wireframes
After product discovery, we started development using Agile Scrum and worked in 2 weeks sprints.
The development was based on the plan created together with the owners, which included adding new features, implementing new integration, and finally preparing the application for sale to other companies.
The next step was app redesign and implementation of UI/UX.
During the tests, the client was collecting feedback from end-users and we were implementing changes.
The last step was to assist and support the implementation of the application.
We started with 1 month of product discovery:
Gathering business requirements
Preparing high-level start-to-end user flow
Preparing wireframes based on the user flow
Preparing final designs based on wireframes
After product discovery, we started development using Agile Scrum and worked in 2 weeks sprints.
The development was based on the plan created together with the owners, which included adding new features, implementing new integration, and finally preparing the application for sale to other companies.
The next step was app redesign and implementation of UI/UX.
During the tests, the client was collecting feedback from end-users and we were implementing changes.
The last step was to assist and support the implementation of the application.
Results
The new app contains the following modules:
CRM - Customer Relationship Management - a module for collecting customer information for communication, sales, and after-sales service;
CMS - Contract and Order Management System - module for generating sales contracts and for monitoring and managing orders;
ERP - Enterprise Resource Planning - module for schedule management, synchronization with the calendar, and setting reminders;
Team Communications - module to integrate e-mails, messages, phone calls, and photos into one thread, which can be sorted and searched by client or project.
With the rewriting, the application has become scalable and possible to implement and use by other similar businesses.
The new app contains the following modules:
CRM - Customer Relationship Management - a module for collecting customer information for communication, sales, and after-sales service;
CMS - Contract and Order Management System - module for generating sales contracts and for monitoring and managing orders;
ERP - Enterprise Resource Planning - module for schedule management, synchronization with the calendar, and setting reminders;
Team Communications - module to integrate e-mails, messages, phone calls, and photos into one thread, which can be sorted and searched by client or project.
With the rewriting, the application has become scalable and possible to implement and use by other similar businesses.