Creation of a Workflow Management System.
Helpbox Accountancy Services
Helpbox, a provider of accountancy services, sought our assistance to enhance their internal systems by streamlining business processes and preparing for expansion. Our consultation entailed analyzing and documenting the existing system's structure using a scalable data architecture along with PHP and JavaScript technologies for improved speed. Given the variability of processes and the need for multiple employees to assist clients throughout an accounting period, we developed a flexible workflow system that enabled the creation of customized services. Employees could be assigned to clients, and as tasks progressed through the workflow, they could add comments, documents, and tags. A visual kanban board offered a comprehensive overview of all client services, enabling the management team to easily monitor and filter client statuses during an accounting cycle. Additionally, we integrated a notifications feature for automated emails (using the SendGrid API) and text messages (via the Twilio API) to be sent to employees and clients at various stages of task processing, thus eliminating individual client updates and reducing administrative expenses. As the ERP system continually evolved, it generated substantial data that needed to be easily accessible. We designed a management information interface that consolidated large amounts of data into interactive reports with filtering and export options for further analysis, allowing the management team to gain a clear overall view of business operations and delve into specific areas of interest. This significantly improved the speed and accuracy of decision-making for top-level management. We maintain an ongoing development partnership with Helpbox, providing continuous support to cover all technical needs, enabling them to concentrate on business growth.