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WORKSHOP SERVICE MANAGEMENT SYSTEM

In order to run a service workshop smoothly, one requires to have an automated solution to manage all the daily activities properly and Providing a good customer service requires a well-equipped customer relationship management system.

RM 875K+
Total

transactions completed through the platform.

4200+

Customers


availed service through this platform

3K+

Workshop

services provided through the platform

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OVERVIEW

In order to run a service workshop smoothly, one requires to have an automated solution to manage all the daily activities properly and Providing a good customer service requires a well-equipped customer relationship management system.Our client owned a drive-through car servicing center with a good customer base. In order to expand the business and manage the increasing number of customers year on year, the client required a solution that will help them manage the daily activities of a workshop like Vehicle Management, Inventory Control, Spare Part Management, Job card creation, Accounting. To provide good customer service they needed a system to keep track of all customer activities. Dreamztech has developed a customized POS system for workshops linked to a CRM system to manage customer services. We also built a website for the client to help them improve their marketing, promotion And brand awareness to increase the clientele.

GOALS

  • Unification of data
    received
    from all equipment onto a single platform and automated interpretation.
  • Registering a sample for
    each
    machine with upper and lower reading limits so that alerts can be generated in case
    of
    abrupt fluctuations.
  • Process data and represent
    in
    the form of animated graphs and charts wherever possible for instant decision
    making.
  • Using Industrial IoT to
    monitor equipment health and provide scheduled maintenance, proactive and preventive
    maintenance.
  • Platform to view the
    current
    status of a machine and the ability to view its breakdown history.
  • The solution also provided
    the
    option to control machines from a user interface using PLC/SCADA and IoT.

Business Objective

  • Create a platform to manage all the vehicles coming into the workshop for servicing.
  • Build a system to manage the work schedules of the mechanics and keep track of it.
  • Develop a solution for keeping track of all the items and their availability.
  • Need to have a payment or billing management system.
  • The system should have a task & service history tracking capability.
  • Build a user-friendly CRM system to track all customers.
  • Require a solution to integrate the CRM system with the POS solution.
  • Need to develop a website to showcase the services and facilities provided by the workshop.

SOLUTIONS WE PROVIDED

  • Built a platform controlled by POS web admin to manage car information and service details.
  • The solution helps to create work schedules and assign work to the mechanics and track completion status.
  • Provided an inventory management system to track transactions and stock movement report in real-time.
  • The POS solution manages all the payment history and invoice generation through its invoice management option.
  • Tasks assigned against a job ID and services availed by every car in the workshop are tracked by the solution.
  • We built a customized CRM system to enlist all the registered customers and the system is accessible from all devices.
  • We integrated the CRM system with the POS solution by Quickbooks Online(QBO).
  • We have built an interactive website for the client that highlights all the services provided by the workshop.

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ABOUT THE CLIENT

In order to run a service workshop smoothly, one requires to have an automated solution to manage all the daily activities properly and Providing a good customer service requires a well-equipped customer relationship management system.

HEADQUARTERS

United States of America

INDUSTRY

Automotive

SERVICES RENDERED
  1. Corporate Finance: Initial Public Offerings, Private Equity
  2. Structured Finance: Syndicated Loans, Leveraged Loans
  3. Stock Exchange Market Infrastructure
  4. Clearing and Settlement
SERVICES WE PROVIDED

Consulting

Dreamztech deployed business analysts and solution architects who communicated with the client and created a backlog of tasks. All tasks were evaluated and prioritized after consultation and taking approval from the client.

Design & Workflow

Architects, Tech Leads, QA Leads, and Senior developers worked together to determine the technology platform, design workflow, plan database, and API architecture. The design of the website and key features to be implemented were determined after consulting with the client.

Project Management

A dedicated team consisting of Project Manager (PM), Tech Leads, Developers, Quality Analysts (QAs) was formed. Tasks were divided between teams with specific delivery deadlines.

Integration

The customer relationship management system and customizable point of sales system were developed and were integrated by Quickbooks Online (QBO). Integration was completed after discussions with the client.

Quality Control

The QA team Performed all the required testings to meet the latest standards on speed, performance, and security. Automated testing was done wherever possible. The test approach and disaster recovery mechanisms were determined.

Maintenance

After performing SIT and UAT we took approval from the client to go live. After go-live, in the maintenance period, we have supported application enhancement along with SLA driven Level 2 & Level 3 support to the client.

Approach from DreamzTech

The customer wanted a solution to manage medical worker compensation and their work assignment as well as individual patients on a single platform. The solution developed by DreamzTech integrates two platforms into a single functional one to manage the employee’s activity and compensation along with the patient history in the form of a case through the same platform. The solution is a multi-tenant platform with custom branding.

ANALYSIS

DreamzTech deployed onshore Business Analysts to interview stakeholders from client premises and gather requirements for the project. They worked with offshore BAs and Solution Architects for analyzing the business objectives as discussed with the client.

PLANNING

Our architects analyzed the objectives of the project and the probable solutions to determine Technology to be used, database structure, data flow, and microservices. The plan for developing a CRM system, POS solution, and a website was segregated into multiple phases with separate deadlines.

DEPLOYMENT

Our team comprising of Project Managers, Tech Leads, Designers, Developers, and Quality Analysts worked with the client for 8 months and delivered all of the solutions along with several new enhancements following Agile methodology for technology implementation with continued support.

THE BUSINESS BENEFITS

The integrated CRM and POS solution helped the client to address the workshop related maintenance problems and serve the client in an efficient manner. The flawless CRM system resulted in greater customer satisfaction, leading to increased revenue. The solution enabled better workforce management resulting in cost savings. The official website developed by us provided them a marketing platform to promote themselves and showcase their expertise.

Key Application Features

The POS solution and customized CRM system owned by the client constitutes several large and complex Solutions and Services. All challenges in complexity were overcome by DreamzTech and the following modules were delivered.

asset management system Car Management

It helps to monitor all the cars entering the workshop easily from a single platform.

digital ad platform Customer Management

All the customer details and service history is managed through this section.

b2b travel portal Products

It provides a list of all the products to view and order from along with the status of in stock or out of stock. With an option to add to cart.

automated oil change Barcode Scanner

Barcode reader helps the billing process much easier and smooth by reducing the time for a manual search.

fleet management -asset management Order Management

It helps manage all the orders placed in the workshop from a single integrated platform. Pricing and quantity of product can be managed from this option.

asset order manage Work Management

Helps to assign jobs against each job ID to the mechanics and track the progress of it. Special notes can be attached to the online assignment that can be viewed by the mechanic.

asset management system Invoice Management

All the payments, billings, and related invoices are automatically generated from this option along with an invoice history management option.

digital ad platform Inspection Sheet

It helps to provide a checklist of all the services availed from the workshop by a particular customer.

b2b travel portal Service History

Users can view the car health details from this option where the car service history report, car information & report section is visible.

asset management system Discounts

Users can view and avail of all the available discounts against each product. Admin can set the discount details from the back end.

digital ad platform Inventory Management

All the transactions and stock movement reports can be tracked in real-time through this feature. It also provides PO, DO, notification, safety level.

b2b travel portal CRM System

The CRM system helps to manage all the customers and their cars through an integrated system. It also helps to maintain client history.

asset management system Official Website

The official website showcases all the services available in the workshop. It also provides an option to view products and discounts associated with them. Customers can place an order from the site.

digital ad platform Car Sticker

We have created a section from where you can generate a car sticker. Once the service is offered, the client prints the car sticker and pastes it in that car.

Technology Overview

USER INTERFACE:

HTML5

CSS 3

Bootstrap

JQuery

BUSINESS LOGIC:

C#

ASP.Net

Ajax

PHP

DATABASE:

MS SQL

MySQL

OTHER TOOLS & TECHNOLOGY:

GIT

JIRA

Linq

Xamarin C#

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