Cloud Migration Service Providers India

SPEAR – D.F.C

Darren Fisher is a Business Consultant in Wisconsin, Md.

He is a professional coach and helps organisations and individuals set and achieve their goals. He does this through his self developed system of iterative task plan, execution and feedback called SPEAR.

SPEAR

SPEAR is to Strategize, Plan, Execute, Analyse and Realign. it takes you through the process of identifying your goals for a given period of time typically a quarter, sketch out list of things to do towards that goal on a weekly and daily basis.

Whats different this time is that you feedback your self as to how a day or a week plan went. What went great, not so great, why things went wrong, and what you’d like to do differently the next time you set out to plan.

All of this was done with excel sheets and printed forms to help his clients to through the SPEAR process.

SPEARity

We developed SPEARity to be a means for Darren’s clients to quickly and readily access their past information and make that information available to him (their coach).

Our system moves his clients from a paper based forms to web based. Opening up features like
Reports, Progress,
Dashboards, Task status,
Delegation, Followup,
Sync to Google Calendar etc.

Primarily it provides a clean UI where the feedback is available for the next session of planing.

Each user is encouraged to have 4 quarterly goals. Each goal has its own plan of action and a weekly and daily plans to work towards that goal. The user can plan organize, delegate and share to-dos and work more like an organisation as opposed to working with spreadsheets. Executives can also set and monitor the progress of each of delegated To-Dos.

As the user works towards the goal he can set the goal completed percentage.

Spearity integrates with Google Calendars to help users sync their tasks and plans to a single organizer.

Multitenancy

Organisations can have accounts and actions and data in an account is not accessible by any one outside the account other than the permitted coach.

With in the account users can

  • share plans,
  • delegate tasks,
  • have common task categories,
  • view team goals and progress,

SAAS

Spearity integrates with Zoho Subscriptions to implement Software As A Subscription Model. A newly created account is given a trial period after which the account is either renewed or closed. The system keeps in sync with Zoho using web-hooks to get any updates on a subscription.

Reports

Spearity lets users compose a quarterly report to include all tasks and plans they think are important in addition to the goals and goal progress till date.

The system generates weekly and daily digest reports containing plans and tasks to do for each user and emails them. Managers of users and Admin of account get reports of their users tasks completed, performance, usage metrics and account statistics.

Darren gets a report of all users he is coaching, system metrics and user metrics.

Technologies

The Production version was developed on MEAN stack with better Material design UI on a Ubuntu server.

The project is hosted at AWS.

Server Maintenance

Safety measures like Server and service redundancy, periodic database backups, server health checks are performed regularly to provide a zero downtime deployment.

Security

Spearity comes with a configurable Access Control which lets them pick and choose what a users or a user groups can or not do. Standard security measures – protection against Cross Site Scripting (XSS), SQL injection and SSL encryption, database encryption are in place from the get-go.

Time frame

The project was delivered in about 6 months from initial detail to production server installation.

Cloud Migration Service Providers India

LEAD MANAGEMENT SYSTEM

Sevron

Sevron is a Health and safety management consultancy in Preston, U.K. They use infusion soft campaigns to generate different leads. It works quite well for them.

A contact would fill-out a form (at various locations managed by infusionsoft) to his specific industry/work setting.

Sevron goes through each and every lead and their data thus collected and assigns the lead to one of their sales manager to follow up. This process was done manually. It worked well but couldn’t scale the same as infusionsoft campaigns.

They wanted a system which would integrate with infusionsoft api, bring in the leads from there, help them assign the imported leads to their various managers specializing in different fields.

They were in need of a system which would comprehensively store communications, followups with the lead, documents – (quotes, marketing material) that a manager wants to have and share with a lead, Products and Subscriptions the lead has purchased or is interested in and Product or subscription renewals and after sales.

In addition to this, leads from infusionsoft belonging to the same company needed to be grouped in to a single lead group.

LMS

The system we developed imports contacts,
Segregates them to an individual in the organisation,
manages lead’s interests,
Communications, Quotations, Documents
Renewals and Reporting.

Routing Rules

We came up with the segregation rules as an endlessly configurable text based routing system that work on data the lead has filled-out at infusionSoft and any actions or products listed as interests.

it follows the format: field [operator (= , !=, <, <=, >, >=) ] [comma separated value set]

For Eg: A rule can be :

industry = ‘chem and petro’ -> managerA

Manager A gets leads from the Petrochemical Industry

industry != [‘chem and petro’, ‘Biotech’] -> managerB

Manager B gets all except the leads from Petrochemical Industry or the Biotech industry

In addition you can set a rule to ‘override’ to give them top priority than the non ‘override’ ones.

The system imports leads automatically every 10 minutes and loads them on to the page and notifies the manager of any lead assignments real-time.

Automation

LMS generates reminder mails about Contract status, product expiry, lead follow ups etc. greatly help sales managers track their customers.

Reports

PDF and graph Reports of products, subscriptions and categories could be pulled up against time frame, manager, area etc.

Security

LMS provides Sevron managers with a configurable Access Control which lets them pick and choose what a users or a user groups can or not do. Standard security measures – protection against Cross Site Scripting (XSS), SQL injection and SSL encryption, database encryption are in place from the get-go.

Leads on Map

Another productive feature on LMS is to be able to display the locations of leads on a map given a postcode and distance from it.  This is useful to marketing personnel on field to see they have any more leads to meet near a given address.

We achieved this by importing latitude and longitudes of all post codes in UK., compute the distance, and short list the ones with in the given distance.

Technologies

The first MVP of the project was implemented in Cakephp,with a generic bootstrap UI. The Production version was developed on Laravel with better Material design UI and MySQL database on a typical lamp server.

The project is housed internally at Sevron.

Time frame

The project was delivered in about 4 months from initial detail to production server installation.

Cloud Application Development Services India

Special 2 US

A start up headed by Matthew Green, London, U.K.

He had the idea of a simple photo repository, sharing, and offline service designed to be used by even by the non tech savvy grandmothers.

The web application lets users
upload, share,
segregate, tag pictures.

Also has a neat Family tree feature where you can actually create a family tree,
assign pictures to a person,
print the tree. or
order a few print and design services through the site.

Client: Matthew Green

Skills: Web Application Development.
Tools: Django, Python