Kapalı

create site for status reports on operations

THE PROBLEM: Through interviewing and working with customers, we discovered that many firms waste time creating and delivering project status reports to their clients. Often, law firms have created custom reporting solutions in-house that cannot be upgraded and/or that are prone to system failure.

OUR SOLUTION

Allow firm clients to generate status reports as needed and automate the delivery of those reports.

details of funtionality

- Management of users, where users have roles and permissions.

- Control which data each user can view on reports.

- Users can create, save, and configure report templates.

- Report templates will have saved query parameters, a report layout, and automated delivery options (i.e., a schedule and recipients). Sample report templates can be viewed using the following links: - Sample Letter report layout

- Sample Snapshot/summary report layout

- Data to be displayed on a report template (per the user-defined query parameters) can be further filtered and sorted by the user.

- Automated data import (nightly) from the customers’ source database.

- Generally, customers’ source databases will be coming from a handful of CRM applications; the relevant data needed by this web app will be extracted in a consistent architecture/schema so it can be imported to the web app database in a consistent manner. In other words, the data to be imported into the web database will have the same layout and structure regardless of the customer’s source database architecture.

- I will develop the export utility to get data out of the customers’ source CRM database.

- You will need to develop the functionality to get the exported CRM data into the web database.

- The app should be able to be hosted by a third-party remote hosting service.

- On-demand report export to pdf, csv, and Excel formats.

- Ability for users to email the law firm customer.

- Ability for users to view reference documents/files uploaded by the law firm customer.

- An effective and flexible data model that can accommodate future features

Source code instrumentation to monitor usage for analysis and troubleshooting.

- In later versions, users will be able to: - Input limited data from specified report formats, and export that user-entered data back to the law firm customer’s source database.

- Monthly payment processing to collect payment from law firm customers.

- User usage metrics, which can be configured by a user into a dashboard-style display.

- Data integration to import data from law firms’ clients’ accounting systems into this web database.

We have a video that will give an idea of how the app might work. We will come up with APP design and wireframing

Beceriler: CSS, HTML5, Joomla, PHP

Daha fazlasını görün: you on demand, web design house style, web design documents templates, video hosting service, systems analysis and design, source for accounting, site for letter design, service report template, sample reference letter, sample of reference letter, sample letter of reference, roles in accounting, remote accounting systems, reference letter sample, reference letter design, problem in accounting, management accounting pdf, letter of reference sample, law firm site design, i need a crm excel system, how to get accounting clients, how to develop the web site, how to design web database applications, how to create accounting, how create site

İşveren Hakkında:
( 2 değerlendirme ) san diego, United States

Proje NO: #6542652

50 freelancer bu iş için ortalamada 2753$ teklif veriyor

esolzsales

Warm Greetings This is a place holder bid. We have some questions we need clarifications on before we can provide our final bid. Look forward to hearing from you soon Thankyou Sam [url removed, login to view] Daha fazlası

in 60 gün içinde3092$ USD
(308 Değerlendirme)
9.7
webexpertz

Dear Sir, I hope you are well. I have gone through your initial project specs and would love to discuss in details with you about this opportunity to work with you. We are confident to provide quality product to you at Daha fazlası

in 75 gün içinde5000$ USD
(120 Değerlendirme)
8.6
technologyaddict

Hello, We have read the project requirements in complete detail. We have noticed that you are seeking highly skilled and expert professional personnel to develop a websitet o generate status reports and automate the Daha fazlası

in 30 gün içinde2500$ USD
(145 Değerlendirme)
8.5
leadconcept

Dear Sir, I have read your Project Description & understood all the high level features explained by you but unfortunately, our estimate is coming higher than your set budget, so would you be flexible in your set bu Daha fazlası

in 40 gün içinde6701$ USD
(55 Değerlendirme)
8.4
infoway

Hi, After checking your details we are fully confident to provide you a attractive high quality site which gives you the proper business. To provide our best quality service, we need to be pretty much clear about full Daha fazlası

in 48 gün içinde2488$ USD
(157 Değerlendirme)
8.4
meet2amitvw

Let's discuss over freelancer Personal Message Box for the proper estimation of cost and time. I am myself doing programming so you will directly work with one person and that's me. No mediators. No managers. No sub Daha fazlası

in 30 gün içinde2319$ USD
(95 Değerlendirme)
8.3
buraqtech

1. Vollks Australian Online Store In these days we are complete re-designing and reimplementing an online store for our Australian client in which we are using X-Cart latest stable release to implement his all require Daha fazlası

in 30 gün içinde2615$ USD
(89 Değerlendirme)
7.9
seekdeveloper

Hello, I have read your post and understood your requirement. I have great experience in handling Wordpress /Magento/Joomla/Drupal/ HTML5/CSS3/PHP/Java/Python/Javascript/MySQL/ Kindly go through my works to Daha fazlası

in 30 gün içinde3157$ USD
(66 Değerlendirme)
7.6
qitsol

Hi there, My name is Amran, I’ve read your brief and can see that you’d like to build a Web and Mobile apps. Please check our 236 reviews. [url removed, login to view] We are awarded Featured Provider. M Daha fazlası

in 30 gün içinde3157$ USD
(104 Değerlendirme)
7.6
gopalvora

Hi I have gone through the details of your project and we find it well within our capabilities. I offer a wide range of services, including Web design, PHP/MySQL web application development, Open sources like Joo Daha fazlası

in 30 gün içinde1546$ USD
(295 Değerlendirme)
7.6
joomextensions

Small introduction about us : We have 7 years of experience in Joomla web development field company locality in INDIA we are 100% joomla base company also, we are best in the making of joomla extensions. Also we are Daha fazlası

in 35 gün içinde2777$ USD
(90 Değerlendirme)
7.4
qualifiedcoders

Hi, We have read your requirements and would like to discuss further as we have strong hands in web, desktop & mobile application development and have extensive experience in generating reports & have also built a c Daha fazlası

in 25 gün içinde2526$ USD
(29 Değerlendirme)
7.3
sritechnocrat

Hello Sri Technocrat will provide fully interactive website for your project. As per the detail, Sri Technocrat will provide three template functional schemes and sample pages to make your choice for layout. It will Daha fazlası

in 30 gün içinde1666$ USD
(59 Değerlendirme)
7.3
bdsiddhi

Hi There, Greetings !! We have a team of 25 full time, dedicated developers having expertise in iPhone, Android, Joomla, Magento, Wordpress & Core PHP. We are willingly to work on this project. We can customize Daha fazlası

in 35 gün içinde2842$ USD
(97 Değerlendirme)
7.3
mituld

Hi I work towards providing reliable, relevant and robust IT solutions at most competitive prices to my customers. I ensure 100% customer satisfaction so lets start Thanks

in 40 gün içinde1546$ USD
(136 Değerlendirme)
7.1
JoomlaVogue

Hello Sir, First of all, we would like to tell you how we will initialize the project with you. We insist to follow these steps before you award the project to us: - We (technical team) will review the job and a Daha fazlası

in 12 gün içinde1701$ USD
(79 Değerlendirme)
7.1
ssahilsl

Hello!! I have reviewed your project details and Ready To Start Today. We are highly experienced in Custom Responsive/ Mobile friendly WordPress Development, PSD to WordPress, Landing Page Design, Web design and Web d Daha fazlası

in 30 gün içinde2368$ USD
(120 Değerlendirme)
7.0
pytho

[url removed, login to view] ® Portfolio HERE, I have reviewed your project description and I am confident I can complete your Joomla website with all the requirements you have listed. I am the leading manager of Daha fazlası

in 36 gün içinde3365$ USD
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6.9
jsr3

Hello, I am interested in doing work for you. I can start right away. Fell free to discuss anytime. Thanks Raj

in 30 gün içinde3333$ USD
(105 Değerlendirme)
6.8
SICS

Hello, We have some couple of questions..Could you please respond back,. so that we can clarify our queries. Can we have a discussion? We are an ISO 9001-2008 certified [url removed, login to view] are very good in mobile appli Daha fazlası

in 20 gün içinde2319$ USD
(42 Değerlendirme)
6.7