Custom Centralized CRM Platform
- Year2022
- locationSurrey, Canada
Project Overview
This centralized CRM platform was built for a multi-department organization in Surrey, BC, that ran its work across separate legacy systems and paper records. We brought those departments and workflows onto a single secure platform built with SuiteCRM and PHP, with role-based access, real-time dashboards and automated workflows that give leadership a live view of operations.
Project Summary
We led the project from scope and budget through development, QA, deployment, training and support. The work combined CRM design, migration from the legacy systems, and the unification of several departments under one scalable platform.
Key Development Focus:
- Directed Agile teams across the full SDLC: scope, budget, timeline, development, QA, deployment, infrastructure/security, training, and support.
- Architected secure systems, data models, and role-based workflows.
- Managed CRM design, legacy migration, and multi-department unification under a single scalable platform.
What it changed:
- Enabled real-time executive dashboards and reporting.
- Digitized event/funding visibility and task tracking workflows.
CRM Platform Features:
- Centralized user profiles with ID generation and renewals.
- Automated event/funding workflows with smart flagging and approvals.
- Dashboards for budget/KPI tracking; OCR for digitizing paper records.
- Family charts, facial recognition and the Google Maps API.
- Role-based access, document versioning, auto-generated letters/cards.
- Community request automation and secure report sharing.