accounting platform
Challenges Faced
Evergrowth Partners Pte Ltd intends to make technological advancement to increase the efficiency of the company and to assist their clients. They wish to craft a brand new company website that can cater to the technological advancement
Work process is at the minimal in terms of digitalization as most of it is being done manually. With the work being done manually, making human errors are inevitable. This also results in the man-hours being heavy and time consuming.
The following processes are done manually:
- Administration
- Data Entry
- Client’s information and necessary data capture
- Scheduling of appointments, reminders and follow up with and for clients
- Manage payment, taxation and finance related matters
- Secretarial admistration work
Solution
Mobile Application
The app serves as a platform for the customers’ access to upload necessary information required by the business for the execution of the services. Reminders can be send out to the users to remind them about uploading the required information.
The app allows an increase in transparency of the project as all the data are all presented. It also allow the documents to be easily accessible by both the client and the business
There are a variety of tools that can be used by the customers to view the data. This includes Data Analytics and Data Projection tools.
System are also able to generate reports which customers are able to select from which date to which dates to track their finances. The app also present the statistics using infographics so data can be easily interpreted.
Web System
Web system are used by admin to primarily overlook the business operations. They are able to view all of the organizations through the web system.
Through the system, admins are able to send out forms to clients to request for e-signature and also send out reminders to them to obtain required information.
The use of the system to manage the important documents send by the client through cloud storage and template management system.
Stats feature of the web panel will provide data analytics and data projection