RESOURCE PLANNING & CPQ SYSTEM FOR PROFESSIONAL SERVICES
RESOURCE PLANNING & CPQ SYSTEM FOR PROFESSIONAL SERVICES
Project overview
The resource planning & CPQ system for professional services is an innovative
solution that helps businesses automate more than 90% of the paperwork burden.
The key features of the software are:
- Ultra-fast and innovative quoting system
- Automatic sales documents generation
- Simple quotes review and approval
- Seamless integration with third-party software
The system can fetch data from connected sales software like customer relationship management (CRM) or professional
services automation (PSA) software.
It can analyze all the data and update sales pipelines simultaneously to receive
accurate forecasts. Hence, businesses always have access to data-baked reports on resources spent and expected revenues.
Develop a well-tailored enterprise resource planning and CPQ software with CodeIT!
Our task
Several CodeIT experts were hired by the product owner during the initial product development phase.
Our specialists have joined the client’s on-site team to help develop new features.
After establishing the collaboration and communication environments, our experts were assigned
to develop a part of the resource planning and CPQ software with the following functionality:
- Monitoring of assigned resources
- Management of the available resources
- Work planning and scheduling
- Comprehensive analytics
During the CPQ system development process, the client decided to scale up the on-site team by hiring more specialists. Eventually, we were requested to allocate 28 tech-strong experts and integrate them into the client’s on-site team.
Implementation
We have applied the tried-and-tested workflow that implies the following stages:
Problem identification
To identify the problems, our team has conducted thorough requirements analysis. Our specialists have defied the following problems:
- Since data is fetched from various sources, it is mixed and unstructured.
- All the documents changes made by clients and sales representatives should be monitored.
- High risk of inevitable mistakes, miscalculations, and misinformation because of shared access to documents in a collaborative environment.
Solutions discovery and implementation
After pointing out the main challenges, our team started working on developing digital solutions to address the defined problems.
The top solutions developed by our team of software engineers are the following:
- Comprehensive synchronization with a CRM. All the data changed in a CRM gets updated in the system simultaneously. Also, it automatically adds new records created in a CRM and performs re-calculation.
- Complete access to data. All executive managers and decision-makers can access all the documents for constant monitoring.
- Top security and version control. All the documents are stored in a secure cloud-based database. Moreover, all versions of the documents are saved, so managers can track all the updates.
Let’s explore the system’s functionality that our software engineers helped develop.
Main Features
The one-of-a-kind CPQ system developed by CodeIT’s specialists involved in the client’s
team implies many innovative features.
Let’s explore the system’s functionality in more detail below.
dashboard
dashboard
dashboard
dashboard
dashboard
dashboard
dashboard
dashboard
dashboard
dashboard
dashboard
dashboard
dashboard
The dashboard aims to present all the helpful information
in a convenient way. It implies all the required metrics
that are gathered in one place.
All the information presented on the dashboard is updated
in live time, using the progressive web apps (PWA) technology.
Hence, there is no need to refresh it manually to check updated
information.
The data presented on the dashboard is divided into the following sections:
- Resources — already spent human resources and money;
- Backlog — approved budget of the ongoing projects;
- Quotes — estimates requested for the upcoming projects;
- Pipeline — already allocated budget;
- Planning — not quoted projects that should be estimated in the future.
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Quoting
Users can create new quotes by using the drag-and-drop interface. They can select the required resources and adjust information about the hours spent, milestones achieved, etc. The CPQ software performs all the calculations automatically in live time.
Automated proposals and guided selling
Automated proposals and guided selling
Automated proposals and guided selling
Automated proposals and guided selling
Automated proposals and guided selling
Users can utilize pre-built templates to generate quotes automatically. Also, they can create similar documents in bulk to automate the process.
Approvals
Approvals
Approvals
Approvals
Approvals
Approvals
Approvals
Approvals
Approvals
Approvals
Approvals
Approvals
Approvals
A new document can be submitted for approval in one click. After hitting the “Submit for approval” button, an executive manager receives an email notification about the need to check and approve a quote.
Quote analytics
Quote analytics
Quote analytics
Quote analytics
Quote analytics
Quote analytics
Quote analytics
Quote analytics
Quote analytics
The configure-price-quote system monitors all the data constantly. If some crucial metrics, like margin, fall below the minimum allowed thresholds, executive managers get notified simultaneously.
Human resource management
Human resource management
Human resource management
Human resource management
Human resource management
The functionality of the system foresees the opportunity to manage the available human resources. Users can choose roles using the skills matrix and define the number of specialists needed for a project.
Scheduling and forecasting
Scheduling and forecasting
Scheduling and forecasting
Scheduling and forecasting
Scheduling and forecasting
Scheduling and forecasting
Scheduling and forecasting
Scheduling and forecasting
Scheduling and forecasting
The system provides real-time information about the employees’ availability,
projects they allocated to, etc.
All the data input by users and generated by the system is stored in a cloud and
processed to generate detailed reports and useful insights for data-baked forecasting.
CRM integration
CRM integration
CRM integration
CRM integration
CRM integration
CRM integration
CRM integration
CRM integration
CRM integration
CRM integration
CRM integration
CRM integration
CRM integration
The inbuilt integration with SalesForce and Microsoft 365, the two popular customer relationship management software solutions, helps establish an automatic resource planning system stress-free.
Discuss your enterprise resource planning system feature set with our experts!
Testing
A team of quality assurance (QA) specialists to ensure that the developed
functionality works perfectly by performing manual and automated testing.
Also, we conduct acceptance testing so that the released features work as designed.
Post-development user support
Customer care managers were allocated to the client’s team to help establish the user success department. The main two responsibilities of post-development user support are:
Functional consulting
Dedicated customer care managers help new users gather business requirements, set up the system, create templates of documents, etc. Dedicated managers help new users grasp new skills and learn how to use the configure-price-quote system.
Customer support
The customer support department is responsible for maintaining a high level of user satisfaction. Customer care specialists collect feedback from users, process tickets, and troubleshoot unexpected problems.
The result
CodeIT has helped to scale up the client’s team to develop new features.
The client is completely satisfied with the result achieved during the ongoing
collaboration.
Our specialists keep helping the client achieve business goals. 28 tech experts
allocated by CodeIT have seamlessly integrated into the client’s on-site team.
They help develop and test new features, maintain the resource planning and CPQ
software, and support users.
Feedback
Ali Safadi, Co-founder
“CodeIT integrated seamlessly with the internal team, continuously improved
their management processes, and promptly addressed any problems. Their
technical proficiency and dedicated work ethic made them a valuable and
reliable partner.”
“CodeIT integrated seamlessly with the internal team,
continuously improved their management processes,
and promptly addressed any problems. Their technical
proficiency and dedicated work ethic made them a
valuable and reliable partner.”
“CodeIT integrated seamlessly with the internal team, continuously improved their management processes, and promptly addressed any problems. Their technical proficiency and dedicated work ethic made them a valuable and reliable partner.”
Looking for a reliable partner to draw tech experts fast and stress-free?
Our team
- 1 Project manager
- 12 Full-stack software engineers
- 4 Back-end software engineers
- 5 QA engineers
- 2 QA Automation engineers
- 4 Customer support representatives
- 2 Product managers
Technology stack
- NodeJS
- AngularJS / Angular
- PostgreSQL
- Redis
- Docker
- Socket.io
- Jasmine
- Karma
- Protractor
- Gulp
- Amchart
- Salesforce
- Microsoft Dynamics
Need help with your project? Contact our developers' team!
