Development and Customization of a CRM product
The client
The client is an on-demand CRM product provider aims at helping its customers improving their business performance through CRM system.
Situation
Firstly, The Client required Shinetech to develop the general CRM system which has the main function models of Account, Count, Opportunity , Activity, Service, Campaigns.
As the client's customers are from different industries and they may have their own special needs, the emphasis on the CRM system functionality varies for different users from sales of automobile and accessory, client archives etc. Then after the product successfully completed, Shinetech was required to customize the CRM system to fit the exact needs of different end users.
Solution
We set up an Offshore Development Center (ODC) for the client and chose a project manager who has rich experience in offshore development management.
Firstly an in-depth analysis of the requirements was made which enabled us to make an initial estimation and plan of the whole process. Then the project was kicked off based on SharePoint as the client required and used SharePoint Portal Server as project management tools. However, with the development of the project, SharePoint was not competent for the more and more operations. We recommended migrating the system from SharePoint to WinForm application. With the client's agreement, Service-Oriented Architecture and Smart Client were applied to complete the project.
As far as database was concerned, SQL server 2000 was used to deal with the large number of data required by the CRM system. With C/S structure, back-end data-exchange could be implemented by using web service. Offline Application block and the Clickonce were introduced to the development with which the offline editing functionality was realized.
In the customization phase, SourceSafe were used to assure the effectiveness of the project management. We focused on distinguishing the differences between requirements for different industries, even tiny changes. We made performance enhancement of the function modules like customer management, vehicle management, organization management and lease management according to features of each industry. We also created featured and professional GUI for different users.
During the cooperation, we always kept transparent and sufficient communication with our client. This enabled us to get client's feedback quickly and keep deep understanding of the core requirements. With the long time cooperation and the knowledge retention, we continuously improved the efficiency and decreased the development time.
Features
- With the mature model of ODC, sufficient communication and continuously improved efficiency were guaranteed. Our agile troubleshooting response and quick enhancement enabled the client to rapidly enhance its business competitiveness.
- During the cooperation, we provided specific suggestions with more appropriate technology that can better realize the functionality of the system and be able to scale and customize more effectively.
- From the beginning of this project, the client has been cooperated with us for nearly three years, since we always sent through new release of the product with high quality on schedule. We have built long-term partnership with deep trust.
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