Project Overview:
We are looking for partners for the development of a multi-tenant application designed to manage the lifecycle of meetings, events, and conferences. This application will streamline the process from receiving an enquiry to sending out a proposal, converting it to a contract, and eventually invoicing. The application can be developed from scratch or built on a platform like Salesforce.com.
Key Features:
1. Enquiry Management:
– Interface for receiving and managing enquiries.
– Automated enquiry acknowledgement and tracking.
2. Proposal Generation:
– Customizable templates for proposals.
– Integration of customer-defined products and pricing.
– Ability to attach different terms and conditions templates.
3. Contract Conversion:
– Convert accepted proposals into contracts.
– Store and manage contract versions.
4. Invoicing:
– Generate and send invoices based on contracts.
– Track payment status and send reminders.
5. Multi-Tenant Support:
– Support multiple customers with isolated data environments.
– Customizable settings for each customer (products, pricing, terms).
6. User Management:
– Role-based access control.
– User activity tracking and reporting.
7. Integration and API: need a plan for it but in phase 2
– API for integration with third-party systems (PMS, POS).
– Webhooks for real-time data updates.
8. Reporting and Analytics:
– Dashboard for key metrics and KPIs.
– Customizable reports for enquiry status, proposal conversion, and financials.
9. Notification and Alerts: need a plan for it but in phase 2
– Email and SMS notifications for key actions and deadlines.
– Configurable alert system for users and administrators.
10. Security and Compliance:
– Data encryption in transit and at rest.
– Compliance with GDPR, CCPA, and other relevant regulations.
– Regular security audits and vulnerability assessments.
Technical Requirements:
1. Platform:
– Option 1: Develop from scratch using a robust tech stack (e.g., MERN stack, MEAN stack, .NET).
– Option 2: Build on Salesforce.com or a similar platform.
2. Scalability:
– Application must be scalable to handle an increasing number of customers and data volume.
3. Performance:
– Fast response times for all user interactions.
– Efficient handling of large datasets.
4. Usability:
– Intuitive user interface with minimal learning curve.
– Accessible on various devices (desktop, tablet, mobile).
5. Deployment:
– Cloud-based deployment preferred Azure.
– Support for continuous integration and deployment (CI/CD) pipelines.
Requirements:
1. Company Information:
– Company profile and relevant experience.
– Case studies or examples of similar projects.
2. Technical Approach:
– Detailed description of the proposed technical solution.
– Choice of platform and justification.
– Development methodology and timeline.
3. Team Composition:
– List of team members and their roles.
– UX experience
– Relevant experience and expertise of each team member especially with UX designs that have been done
4. Cost Estimate:
– Breakdown of development costs.
– Licensing and ongoing maintenance costs.
Proposals will be evaluated based on the following criteria:
– Technical approach and feasibility.
– Relevant experience and past performance.
– Team expertise.
– Cost-effectiveness.
Hourly Range: $17.00-$39.00
Posted On: July 16, 2024 09:00 UTC
Category: Full Stack Development
Skills:Web Application, Salesforce App Development, Customer Relationship Management
Country: United Kingdom
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