Customized Outlook Add-in Solution Overview An add-in for the MS Outlook to quickly form a link &open the same from within outlook. Challenges / Business Problem Build product with features like: Link Configurations Customized logo Link Parameter Formation Validate & Auto open the link Validate & auto save the contact Overview Client & Users Region:..
Customized Excel Add-in Solution Overview An add-in for the excel savvy users to login, and access various financial reports from with in Excel. Challenges / Business Problem Build product with features like: Login from Excel Bank Selection Period Selection Plans Selection Ratios Selection Save Filters to create Custom Reports. Balance Sheet Reports Income Statement Reports..
EzBudget – Budgeting Application Solution Overview An application for Budgeting for the Bankers of United States. Ability to Import / Export Institution/Banks financial Data. Detailed spreadsheet to manage Non-Interest Income / Expense for the Branch Head. Facility of User Management, Data Download for a Bank Admin. Intelligent Reports, Notifications & much more. Challenges / Business..
Order Management System Application to enable the retailers to place an order quickly to a whole seller. Track the orders. Solution Overview Super Admin User – Manage retailers, manage default items to be displayed to users, manager users, manage category, sub-category etc. Whole seller – View customers(retailers), View orders, Track Order Retailers – View products,..
Lead Management System Solution Overview Referral Management / Lead Management Application. Manage Leads, Contacts, Tasks. Get Action history for every leads. Better monitoring & Tracking of the leads. Fully Configurable Tasks | Automated Tasks Automated Communications using Email | SMS | Whatsapp. Integrated with Email, Calendar, Website. Challenges / Business Problem Build product with features..
Will Management Application to enable users to generate a WILL online. Manage asset classes, assets, personal details, family details, assets details and everything that is required to create a WILL document. Solution Overview Super Admin User – To be able to maintain the master data, get instant reports, configure common information etc. Customer – Should..
Goal Management Application to enable users to identify and manage the high level objectives and to identify and manage the initiatives to achieve those objectives. Track objectives and initiatives with intelligent dashboard & reminders. Solution Overview Objectives – Identify high level objectives as per the organization goals. And assign objective owners. Initiatives – Identify the..
Interior Designers System Application to manage Projects, designs layout plans, perspective views, contract documents, images. Ability to update projects details, Facility to the customers to view their project status, view the images of their houses, offices etc. Solution Overview Project Users – View projects assigned, Add images, update project details, View Dashboard & Reports. Customer..
Food Franchise Management Application to manage multiple franchises, central kitchen, order management and tracking between the franchises & kitchen, intelligent dashboard to get the overall picture of the business. Separate logins & interfaces for Central Kitchen Users, Franchise Owners & Franchise Business Owner. Automated Reports. Solution Overview Central Kitchen – Manage item categories, sub-categories, items,..
Cargo Tracker Solution Overview Cargo Tracker is used by the freight forwarded companies. Track the Orders, Vehicles and Containers Track Arrivals, Unloading and Stuffing Track Masters – Products, Fumigations, Gels packets and Surveyors. Customer Dashboard to quickly get the entire status of all the orders along with detailed information about vehicles and containers. Automated status..
Referral Management System Solution Overview Referral Management / Lead Management Application. Manage Leads, Contacts, Tasks. Get Action history for every leads. Better monitoring & Tracking of the leads. Fully Configurable Tasks | Automated Tasks Automated Communications using Email | SMS | Whatsapp. Integrated with Email, Calendar, Website. Challenges / Business Problem Build product with features..
Loan Management System Solution Overview The solution is SAAS (Solution as a service) based. It is an application for Loan Consultant Companies or DSAs (Direct Selling Agents) of Banks & NBFCs. It enables to a DSA to monitor & Track loan applications. It enables a movement of an application on a pre-defined workflow. Automatic notification..
Strategy Planning & Execution Solution Overview The solution is SAAS (Solution as a service) based. It enable users to manage Vision, Mission, Core Values. It enables users to perform and note SWOT analysis. It enables users to determine Objective, its measures and initiatives with a defined start and end dates. It enables users to create/add/maintain..
Mobile App Realty Partners Solution Overview A native mobile app to enable users to register as a realty broker. It enables an admin user to create and maintain property details. It enables an admin to notify brokers about the new/change in the property. An admin user will main the users and its data. A facility..
Online Tax Filing System Solution Overview The solution is SAAS (Solution as a service) based. It enable users to manage personal details, Income details, Investment details. It enables users to process online tax filing request. An admin user with central control can manage content of the will, intermediate users/financial advisor. Multiple reports in admin panel..
Traffic Analysis System Solution Overview A desktop based application. Enable users to select a video traffic video, perform analysis and reports about the vehicles in the video. A facility to manually count a vehicle by pressing pre-defined keys. Generate reports with a count of vehicles, identified and unidentified vehicles, total vehicles, frame-wise count, average vehicles..
Online Will Generation Solution Overview The solution is SAAS (Solution as a service) based. It enable users to manage personal details, family details, assets, liabilities, discharge of the loans and bequeath of the assets and will generation in a desired format/templates. It is operated by intermediate users as financial planner/advisors with additional access of ability..
Data Download, Analysis, Validation & Migration Solution Overview 5100+ Bankers Data is required to be updated for 500+ line items at a frequency of Quarterly, Daily, On Demand basis The application is required to re-update the data that is updated at the source on a daily basis. Methodology Download the Data Validate the Files Read..
Case Study – Executive Dashboard Solution Overview Executive Dashboard is a web based reporting interface for a desktop based application. The data in the Dashboard is imported from database of desktop application in a real time basis and instantly present the data into meaningful information for to the board. The Reports on the Web are..
Case Study – Risk Analysis & Reporting Solution Overview Risk Analysis is that part of Banking Tool which gives a complete Interest Rate Risk profile of any bank. Narrative summaries and visuals make it easy to confidently communicate a bank’s risk position. Bankers can cut through complexity, save time, and get the information needed for Board,..
Case Study – Forecasting Analysis & Reporting Solution Overview Forecasting module is that part of Banking Tool that uses call report data, built-in modelling features, and forecasted rate information, automatically creates a 3-year projection for any bank. It gives instant access to a 3-year forecast and automatic quarterly updates along continuous rolling view of performance..