Overview
Staff augmentation is one of our core services. Manually managing end-to-end activities, including vendor management, can be a cumbersome process that leads to more time-consuming tasks and challenges with every follow-up stage. A file sharing apparatus is required to comprehensively track staff/project details and documents, and industry products are not tailored to suit the specific requirements.
This case study addresses various common challenges and displays the benefits that result from our solutions.
Challenges
- Maintaining contact, customer, and account detail is crucial for the recruitment team
- Manual tracking of staff data and associated documents
- The periodical review process is difficult because of the various staff, customers, and vendors involved
- No seamless way to handle relevant organizational data and documents
- Communication makes it a challenge to update various process lifecycles
- More manual way to track invoices, payments, and other follow‐up tasks
- High resource dependency when the tracking process is predominantly manual
- High security risk due to the possibility of data loss
Our Solution
- Developed an integrated solution to track the end-to-end process in Claris FileMaker platform
- Designed to support both web browser and desktop client
- Interconnected modules to handle multiple categorizations
- Supports active directory implementation to integrate with entity logins
Application Modules:
- Quick Access – View payment status for staff, client, and customer
- Task – Track task details for staff, client, and customer
- Calendar View – Follow-up with invoices and payments
- Contacts – Track staff or resource details
- Customers – Track client details
- Accounts – Track vendor details
- Projects – Map the various roles of staff, vendors, and clients within a specific project
- Estimation – Define rates for billing and payment
- Invoices – Track invoices for staff, clients, and vendors
- Documents – Track all documents related to staff, clients, and vendors
- Notes – Add and track notes for all modules
Key Benefits
- One solution to both store documents and track complete history of invoice and payment lifecycle
- Systematic, organized approach to managing customer, client, and resource details
- Secure way of managing data and documents (secured web or desktop logins)
- Simplified dashboard to view payment details
- One‐click report feature with multiple file formats (Excel/PDF) can easily be run by business users
- Huge time and cost savings
- Flexibility to integrate with multiple applications