Executed a fast-paced project, building an internal CRM from the ground up. Collaborated closely with the stakeholder under a tight timeline to streamline alignment between employees and projects, enhancing overall operational efficiency.
Our team engaged in multiple brainstorming sessions with teammates and stakeholders to align on the project direction, identify potential challenges, and map out solutions for complex workflows. These discussions helped establish a clear process and ensured that every aspect of the system was thoughtfully designed.
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The primary challenge was to translate Nvest’s intricate project management processes into a user-friendly system that would allow employees to monitor and manage their projects easily.
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HR teams typically rely on multiple platforms for onboarding, policy management, and attendance tracking. Integrating all these functions into a single, unified HRMS within the CRM was a key challenge.
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Creating project agreements was a complex and time-consuming process. The challenge lay in designing a system that enables teams to generate comprehensive agreements in just a few clicks.
The objective was to develop a comprehensive CRM solution that integrates project onboarding, agreement management, and employee administration. This platform serves as a centralized hub for HR activities, including leave tracking, work hours, and policy management, while also providing managers and leadership with clear visibility into team performance and overall company operations.
Developed a modern, approachable logo and color palette reflecting trust and financial empowerment. Designed marketing materials and promotional assets such as t-shirts etc. To establish a strong brand presence.
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SuperAdmins and project managers can onboard new clients and assign managers, create agreements, and select the Purchase Order types. Managers can track and move projects into various stages, like: Under Discussion, Under Development, Release, Live, and Discarded. They can add and edit the scope of work.
Managers can take a quick glance at their project status, task status, deadlines, who is working on what, team performance, and the team can resolve issues through the chat feature.
The platform empowers HR teams to manage all aspects of employee operations from onboarding and attendance to performance tracking and productivity. HR professionals can add employees, manage leaves, update policies, and review attendance and personal details. It also enables real-time approval of leave and work-from-home requests. With access to activity overviews, including work logs, screenshots, and keystroke insights, teams can ensure transparency, accountability, and higher productivity across the organization.
Finance teams can efficiently manage purchase orders, raise dues for completed work, and send them directly to client teams through the platform. The system also allows easy access to the complete history of previously raised dues, ensuring transparency, accuracy, and smooth financial tracking.
Streamlined coordination between HR, project, and finance teams led to faster execution and smoother workflows across the organization.
Multiple disconnected tools were replaced with one unified platform, simplifying management and improving overall productivity.
Leadership gained real-time insights into project progress, employee performance, and financial activity through dynamic dashboards.
Clear workflows and efficient task management reduced turnaround times and keep teams aligned at every stage.
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