Case Study

Project5

 
 

About the project

Project5 is a multifaceted workflow automation app that includes an hours-tracking and billing system to help with decision making, team performance management, and project progress. This powerful workflow management app allows teams to collaborate, meet goals, and plan objectives by simultaneously managing and monitoring different projects.

 

 
 

What were the project goals?

We developed Project5 as an internal solution to integrate different processes previously entered manually. In particular, using spreadsheets to calculate hours of work from each member of the team caused inefficiency in the development of various administrative and commercial tasks. Our workflow automation app provided many effective solutions.

Illustration of the Project5 hours tracking app on a MacBook Pro

 
 

Service description

 

Services:

  • NodeJs for automatic billing.

  • Mergeit for PDF generation.

  • Knack for database and interface.


Integrations:

Stripe for recurring payments

Timeline:

  • Start of the project: 2018

  • Development & maintenance: Ongoing


Team:

  • 1 Project Manager

  • 1 Backend Developer

  • 1 Frontend Developer

 

 
Display of the custom PDF library and features of the Project5 billing app

Details

The Project5 workflow management app has sections for administrative tasks, such as tracking sales, billing information with automatic reminders of unpaid invoices, professionally generated PDFs with a custom PDF library, and printable invoices and timesheets for clients. On the other hand, the system allows clients to have access to an account where they can view the latest offers, spendings, and project progress.

Additionally the workflow automation app has a CRM module to host the information of current and potential clients, helping integrate the sales and marketing areas within the company.

 
 

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