CRM Solutions

Evercode Lab is skilled at crafting and delivering complex systems to automate business processes. Our team can build a CRM system for your organization as well as integrate CRM systems with various external and internal services of the company. Such solutions may encompass the sales process, contact management, payment control, email marketing, etc.

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case 11

RedReport automated system for report generation

Successful development of a system to generate progress reports for Kelnik Studios automatically
Time
Beta-release
3 months
Release
6 months
LAUNCH
2014
Technologies
Backend
Symfony, Doctrine (MySQL),
phpdocx

About IT project

RedReport is a system to generate reports covering promotion activities of Kelnik Studios

IT project task

The RedReport project task was simple: Evercode Lab needed to simplify and optimize the activities of the promotion department. The latter needed to be able to generate reports to submit to its clients as frequently as possible.

Kelnik Studios is one of the leading promotion companies in St. Petersburg, proud of its impressive client base. Before the RedReport solution was delivered, almost every department had been constantly preoccupied with a single objective. It was all about preparing monthly reports for each client. Everything (graphs, tables, descriptions, and conclusions) was to be created in compliance with the corporate style and via particular Word documents.

We divided this main task into components:

  • customer project management, i.e. the capability to add information
  • collection of project data collection from LiveInternet and Google Analytics
  • generation of reports with tables, graphs, texts; the capability to edit such info flexible was also important
  • capability to easily create Microsoft Word documents in accordance with Kelnik Studios’ corporate style

Solutions Delivered

Iterations were the key to the ultimate success of the project. The stage of preliminary preparations was more than comprehensive; it involved personal meetings with the customer, internal discussions, and follow-up.s Each iteration would normally take about a month.

All our efforts were performed via basecamp: several Kelnik employees had direct access to it and could leave comments and feedback, share their ideas, and send request, and bug reports

Technologies used

The project was developed via Symfony, ver.2.3. We also used Doctrine to work with the database. Here is the list of used Symfony bundles:

  • friendsofsymfony/user-bundle
  • friendsofsymfony/jsrouting-bundle
  • knplabs/knp-paginator-bundle
  • knplabs/knp-menu-bundle
  • doctrine/doctrine-fixtures-bundle
  • doctrine/doctrine-migrations-bundle
  • avalanche123/imagine-bundle
  • sensio/buzz-bundle
  • fabpot/goutte
  • widop/google-analytics-bundle
  • oldsound/rabbitmq-bundle
  • evercodelab/hipchat-monolog-bundle
  • exercise/htmlpurifier-bundle

IT project results

The project was not an easy one, but we managed to attain the goal. More than that, we managed to provide some partial access to the system even before its final release. Anyways, with the solution delivered, reports can be generated with a single click only. That is to say, there is no more need to collect screenshots of various graphs and copy-paste table data taken from a vast amount of sites and sources.

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