Our client- A Construction Consulting Company

Our Client - A Construction Consulting Company

This construction consulting company is based in Chicago, IL and has over 10 years of experience in obtaining permits and following city construction codes. They specialize in obtaining construction project permits for their clients in the City of Chicago. They also help their clients manage the day-to-day requirements of navigating Chicago’s Department of Buildings’ policies. Their expert knowledge helps clients save time and money by expediting the approval process to get all necessary building permits quickly and accurately.

Their Problem – Inefficient CRM System

The company manages many different types of construction projects. Each project type has a different set of tasks that need to be completed. Goldmine Customer Relationship Manager (CRM) was being used by their Project Managers to track projects. As the business grew, Goldmine became inefficient and hard to use. Since their mission is to save their clients time and money, a customized system was needed to enable their Project Managers to work more effectively.

Our Solution – Custom Project Management Software

The new system designed by alligatortek has many major benefits. One advantage is the time saved by the Project Managers. When the Project Managers are assigned a new project, they can now select the type of project they are working on and automatically see a list of all of the tasks that need to be done. Previously, they had to select a project type and add each task manually. This took time and created the possibility of missing a task or entering one in error.

In addition, a standardized process for setting up projects is now in place. Tasks are setup in the system and each project type is assigned tasks in the proper completion order. This provides the Project Managers a standard predefined set of tasks automatically created in the proper order for project completion.

The system is integrated with the company’s Goldmine CRM, eliminating redundant data. The system automatically integrates clients and their projects from Goldmine. This integration process helps keep the project tracking process streamlined and accurate.

The system also enables the Project Managers the ability to customize client notifications regarding project status. Emails can be sent at any time by a Project Manager or automatically setup to email the client on predefined days of the week. Client emails include itemized information on the status of each task and details the progress of their permit approval process.

This customized solution streamlined the tracking of projects and their tasks while improving customer service by sending out automated emails to keep their clients informed of the status of their permit approvals.

Software Used: ASP.NET 2.0, Ajax, SQL Server 2000, Goldmine CRM, Automated Emailing, Microsoft Windows XP

Company Industry: Construction, Consulting Services

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