AllianceTek

About client

The client is an Australian based consultancy helping mid-size businesses to set up business workflows using Monday.com framework. Having the ability to personalize workflow that reflect their business, the client acts as a gateway to help streamline and automate repetitive task and thus minimize the room for errors and improves overall efficiency for the small, medium and enterprise businesses in Asia Pacific regions.

Business Needs

Develop a scalable yet automated CRM application that streamlines the entire workflow and core business functions in a seamless manner. Since this COVID-19 has caused majority sales team to make a shift on video conferencing, and web sales model, the main aim of the client is to build a robust yet end-to-end CRM solution with intuitive UI that help team leaders and sales representatives to take control over business deals thus eliminating the manual process and saves time without any extensive training.

Challenge

Reflecting frequent changes in the CRM workflows

While Monday.com is growing large customer base each day, the new and existing users even after constant usage of the framework, lacks the advanced knowledge to convert the existing workflows onto the boards. The sales representative and business operators were finding it hard to translate existing CRM’s workflows or to make changes and reflect them efficiently on boards. Furthermore, the client’s maximum time and resources was heavily invested in feeding data in CRM’s. Such bottlenecks makes it even difficult to onboard a new team member which further makes the process more cumbersome.

About client

Shooters Union – An Australia based company works as a leading national advocate that supports the legitimate use of firearms for various sporting, recreational and occupation purposes in the provinces of Australia. They support all the legitimate use of firearms by advocating for firearms regulation, educating shooters about firearms and supporting them by justifying their rights through political and legal process.

Business Needs

Build a real-time, robust yet interactive voting guide application that help progun shooters to choose the right candidate for the upcoming elections. The main aim of the client is to build application on both the major platforms i.e. Android and iOS along with the web presence so that no room is left untouched to choose the best pro-firearm police instead of party politics. The application will inform candidate about the law-abiding shooting community of supportive electoral choices in the particular area. Your vote counts use it wisely.

Challenge

Development of React Native App on Multiple Platforms within a Month

“Since elections were around the corner and pre-polling was about to take place somewhere in the month of October, it was the perfect time to have a pro-gun, election guide kind of voting application for iPhone, Android and PC – Said Client”

The client wanted to build a free app that leverages range of tools helping shooters and supporters with pro-gun voting, finding out their electorate and providing suggestions to shooters union to choose the best candidate. Developing an application on all the three major platforms within a timespan of a month was indeed a challenging task.

eView is a mobile collection and software platform that automatically formats data into actionable reporting giving users immediate access to the critical field data they need for fact-based decision making.

• A web-based advanced level photo/ data collection and reporting tool.
• Virtual Tour and 360 Photo Viewer enhances the viewing experience
• Users can create unlimited survey templates and surveys to collect information related to specific points for any location
• Unlimited data and Media storage
• Mobile apps for iOS and Android
• Platforms Offline access to surveys
• Geotag and Annotate photos
• Share reports and completed surveys with external users

This solution was developed for one of the Leading Asset Management firm. They get their records from the third-party data record keeper, who manages all of the data related to Firms, Offices, Partners, Representatives, and Transactions.

• Project is about fetching data from record-keeping entity's feeds into the middleware system 
• Allow the Client's team to view and make any changes to data if needed.
• Pushing Data to Dynamics CRM on a daily basis.
• Preventing from pushing erroneous data coming from Salesconnect
• Generating valuable Analytical reports and insights

The solution is a task management tool that addresses the requirement of the Garbage and Waste collection industry.

• It is a SaaS platform on which other users/companies can subscribe to.
• Users can create job requests, schedules and assign tasks to other users.
• There is an integrated CRM tool that helps in tracking sales activities and leads.

Key features:

• Create quotes
• Create Job Request Sheets
• Manage Inventory by using barcodes
• Create schedules for jobs
• Inbuilt CRM to track leads and sales activities
• Also other companies and users can subscribe to this tool to use as it is based on a subscription model

Natures Products, a nutritional supplement manufacturing company with multiple locations throughout the US, wanted to improve employee collaboration and communication company-wide. AllianceTek suggested they implement a new, cloud-based, SharePoint enterprise 2013 system using Office 365. We created a SharePoint portal – an interface where employees could add and share documents, such as corporate announcements, press releases, and event information. AllianceTek provided an interface that enabled employees to share news, make announcements, and post press releases, events, and pictures – easy communication and collaboration on a single platform. Features of this SharePoint system included a mobile responsive design with single sign-on, Yammer integration. The client now had a multi-functional interface where employees could communicate through multiple departments, divisions, and locations with an ability to accommodate future add-ons.

RankWall is an online community to express yourself!

It's a community where anyone can post a picture, video, and joke and become famous. Rank posts and decide who gets famous. Looking for a place to express your talent, business, lifestyle and other stuff that interests you on the internet and get discovered by people from all over the world?. RankWall is the perfect place to be.

SharePoint-based file transfer system for an Electronic Document Management System that seamlessly transfers large files from one SharePoint application to another at different locations.

We created file archive and transfer functionality with encryption so nobody can misuse files. The file will be encrypted while it’s archived/transferred and placed on the Azure cloud. Here we used 2 level encryption so in case the user has to access the cloud then also he can not decrypt the file. So to summarize security was the main goal for file archive and transfer.

Additionally, we created a cross-site view from which the client can see data from various sites in a single place i.e. cross-site view.

Key Features –

• Developed a SharePoint solution to seamlessly transfer files within 2 remote SharePoint Applications.
• Transfers are logged and users are automatically notified with alerts when data is sent.
• A user-friendly interface was developed to help the client’s team quickly acclimate to the new system.

A new automated and mobile sales process was devised to empower the sales team in retrieving and feeding accurate product & sales information on the fly. An iPad application was built that allowed customers and administrators to log in and view product details as well as download orders.

• The client found the app to be a sales companion offering accurate information on products & sales.
• The on-field sales personnel could easily showcase the products to customers without a hitch.
• The new user interface promised improved accessibility and usability.

A client who operates a real-estate listing website that caters to buyers, sellers, and brokers wanted to launch a new real estate marketplace platform that enables borrowers to directly access affordable real estate loans. The client had an idea about what they wanted their new platform to entail but lacked the proper resources to implement the solution.

AllianceTek offered an extended technical partnership and allocated dedicated resources to work on the project. Having worked previously with AllianceTek, the client chose to continue a wonderful working relationship.

AllianceTek created a robust real estate investment web platform where people can invest money and apply for real estate loans without overhead or processing costs. The platform includes a news and press release section for immediate real estate information and a dynamic database that connects borrowers directly with investors. The client’s new platform gave them a greater reach to connect with their target market and enabled them to complete more business activities.

We developed this solution for a credit union company that manages different ads using collaboration library and also managing different vendors using this project. Also, the solution provides other features like idea submission, rating documents, etc.

Key Features

• Vendor management
• Classified add management
• User management using Admin portal
• Collaboration Library and document management
• Rating and document reviews
• Idea Submission

Through this application, the users can launch map and locate the current location of vehicles and list directions on how to get to the driver/trailer.

The solution opened doors for a new revenue channel by mobilizing fleet management and the ability to track assets on the go.

Our client has benefited from the cost-effective & timely execution of this intelligent GPS based mobile solution. Furthermore, The client could offer accurate real-time tracking of the assets.

A web and mobile solutions company wanted to create an iPhone and Android application for its dining and entertainment business customers. The app they envisioned would make event management more effective and less time-consuming.

AllianceTek worked closely with this company to develop a Cross-Platform Event Management Application that allowed administrators to create announcements and notifications for upcoming events.

Customers can use the app to find out about these events and redeem offers and promotions. This application allowed the company’s clients to improve their sales and marketing while reducing the overall cost of event management.

An iPhone and Android application were developed to make event management more effective and less time consuming for dining and entertainment business owners.

We have developed this solution for a restaurant franchisee chain running over 100+ locations.  The client has seen tremendous growth in the past few years and scaling drastically.

The solution is about managing stores, agreements, franchises, having on the go reports and valuable insights.

Key Features

• Migration of legacy system to new Sharepoint Office 365
• Features of SharePoint like Export to excel, Quick edit.
• Custom UX/UI for easy navigation and access to the system
• Several Business intelligence reports that help them to generate more revenue and expand their business.

The client is a financial consulting service company that collects, qualifies, and delegates lead. Previously, lead documentation was performed manually, and their use of Salesforce was limited only to recording leads. They needed a dynamic lead automation solution that would keep their information organized in a central location with automated task functionality.

AllianceTek enhanced the client's existing Salesforce system by developing an automated lead assignment feature. This Salesforce automation enabled the client to easily manage and assign leads by tracking their locations and assigning them to the appropriate expert. AllianceTek built various features into the system, including lead calculation, automated emails and alerts, and automated calling service.

AllianceTek created custom page layouts that improved the look and feel of the site, made navigation easier, and enhanced its usability. As a result, the client is now able to customize reports in tabular and matrix formats, which can be shared and saved within the system, along with automatically recording activity histories. AllianceTek’s integrated solution provided automated processes that saved time and enabled them to stay up to date on leads and vital information.

AllianceTek also provided the client with the following capabilities:

• Collect inquiries from their website, which are saved as Advisors and Leads in the Salesforce protection environment.
• Send emails to Advisors and Leads, as needed, and send emails when a task is created and a field updated.
• Custom page layout views for better look and feel.
• Create custom reports in tabular and matrix formats.
• Integrated API for third-party automated calling services.

A Renowned Land Investment Company Land Investment Company collects realty information to assist in the research, evaluation, and purchase of properties. They’ve developed a set of criteria that each investment must meet to pass their acquisition test but required technical support from AllianceTek to centralize this information and to make it accessible and searchable.

AllianceTek offered their extended team to map the client’s existing documents from Google drive into Salesforce with integrated APIs to automatically import data into the new system. The team configured Salesforce apps to improve the data collection process and offered customization and third-party integration capabilities to meet Pittenger’s specific requirements.

With the integration of different types of documents and reports under one roof, A Renowned Land Investment Company could now easily locate and manage information. All necessary data are viewable at a single glance and can be filtered according to various criteria, such as state, county, or address.

With the simplified data gathering process afforded them by integrating APIs and Salesforce apps, as well as AllianceTek’s customized solutions, the A Renowned Land Investment Company Land Investment Company was able to collect and analyze information more quickly and accurately, saving them time and resources.

St. Luke’s University Health Network, a medical care provider and researcher, sought the assistance of AllianceTek to develop an intranet system to support the Clinical Drug Research Process. AllianceTek implemented the system on St. Luke’s local intranet network letting their Active Directory users use their login credentials to validate. This allows users to easily login and complete the check-in/check-out process for medications as well as add or edit medication sizes. As a result, St. Luke’s is able to more efficiently conduct research with fewer communication gaps.

A Leading Mortgage Company is a full-service mortgage firm in Pennsylvania. As the company has undergone major growth, they have had increased overhead in the management required to process each loan file. They sought the assistance of AllianceTek to develop an innovative and comprehensive intranet-based solution with their current Calyx system integration to increase their communications, efficiency, and productivity. By creating an innovative system with enhanced features, such as employee management, affiliate management, client management, loans, master document checklist with checklist templates, automated email alerts and notifications, and a deadline generator, the company was able to decrease the overall management needed to process loans while also giving their employees the ability to be proactive about closing loans as well as work effectively with their clients and vendors to obtain loans.

A comprehensive IT management company specializing in documenting and visually managing all enterprise network assets in one repository, wanted to update their existing application. AllianceTek used the application’s existing logic by request, but redesigned it with new features that increased its usability. The web-based application could now be rendered on all mobile devices, PDFs and reports are generated and automatically archived, administrators can manage profiles and job schedules and a new interface design made the application much easier to use. Overall, this increased the Business Intelligence of the client who was able to use the redesigned application to better serve their clients more effectively.

MedicalLogix is one of the oldest and largest medical science research organization formed by some of the most renowned institutes of the United States. MedicalLogix needed a better way to share the vast knowledge and discoveries in a creative way. They sought the assistance of AllianceTek to create a customized solution to upload and update content dynamically. AllianceTek worked closely with MedicalLogix and delivered an e-learning Solution with Enhanced Features. 

The solution features audio and video streaming, downloadable transcripts, podcast subscription, online post-tests, custom landing pages and other components to leveraging communication and understanding. The solution involved the creation of a new CMS-enabled website for content, reviews and clinical dialogues. Features also included a robust evaluation system that produced graphical reports to easily track various activities on the website like, visited pages, content, workshops, podcasts and also track user submitted input through an interactive website.

AllianceTek designed the solution using .NET and C# in the front-end with SQL Server 2005 in the back-end. Content could be easily uploaded using a single XML file. With a customized e-learning solution MedicalLogix is now better able to connect with medical experts and share their research and discoveries with the community using various mediums including audio-visual and enhance the learning process.

A user-friendly SharePoint-based event coordination app for food vendors and mobile restaurateurs that lets users communicate, organize and register for events, and share information within a secure and private network.

Why AllianceTek?

• AllianceTek worked with the client to create a system through which vendors can register and apply for events, as well as the capability to track vendors’ activity and send them updates, information and recommendations.
• Offered a faster solution by implementing a SharePoint-based system.

Benefits to Our Client:

• Street Grindz was provided with a user-friendly system that allows them to organize and manage client and event information from a single location.
• Automated notifications made it easy to inform vendors of upcoming events.
• Event coordination became smoother and faster.
• Maintaining client confidentiality with direct notifications improved the trust vendors have in Street Grindz and led to more return business.

Project Management System developed from SharePoint Solution for the telecommunications company to extend to mobile devices for on-site technicians and increase overall usability and simplicity.

Why AllianceTek?

• AllianceTek has reputation for end-to-end SharePoint solutions that provide fluid and efficient communication, collaboration, and content management.
• On-site technicians within the system could report back and remain updated with current information by accessing the system.
• Created project-wise task assignment feature for simplifying task management and scheduling feature to allow multiple checklists.
• Imported external data and established BCS connection between SQL and SharePoint external to import data.
• Developed a mobile app that integrates with SharePoint. The app is used by on-site technicians to take pictures of the problem site, update task checklists, and work status.
• AllianceTek designed a mobile application that integrated with a SharePoint based Project Management System.
• The application facilitated the on-field technicians to securely login to the system.
• The field force could take pictures of the problem site and upload them to the system.
• The application also allowed the field force to update their task status directly from their mobile device.
• Important information is made available to the field technicians at any time on their mobile device.

Benefits to Our Client:

• The client could resolve work management issues with this mobile integration solution to enable seamless communication with the team.
• With this application, technicians found it easy to report the images of the problem site even when they are on the field.
• The application also facilitated technicians to make on-the-spot updates to the project management system.
• Enabled effective segregation of information as desired with custom reporting and search filtering facilities.
• Simplified project management and task assignment with scheduling and task features.
• Project Management System decreased gaps and delays in work.
• Re-usable elements were integrated in the solution that decreased costs with faster development.

A client approached AllianceTek to devise a solution to efficiently manage activities related to medical camps run by a hospital. The client wanted a streamlined process and the ability to leverage communication at various levels.

AllianceTek Developed an iPhone Application on the native iOS platform that has five key user designations, which include doctor, nurse, patient, secretary, and administrator. The application allows doctors and nurses to login to their user accounts and monitors medical patient activities. The application also has an educational section that helps doctors and nurses stay up-to-date with new medical advances and news. As a result, the application increased communication among doctors, nurses, and their patients and enhanced their ability to learn and record notes on the go.

Why AllianceTek?

• We partnered with the client to eventually develop a robust web and mobile healthcare product for doctors, nurses, patients, and family members, which primarily started as a simple application.
• We adopted an agile methodology and provided daily updates and weekly deliverables. In this way, we enhanced the system interactively on each review and feedback of the users.
• We ensured that the application was simple and easy-to-use for old age people which formed to be a majority part of users.

Benefits to Our Client:

A complete product was developed with extensive features like:

• Fully dynamic mobile application enabled doctors/nurses and patients to carry out medical sessions remotely.
• Medical staff can register new patients and create unique security codes and assign them to patients.
• Patients are able to answer questions from doctors and nurses, who can also chart out health conditions for each patient.
• The application facilitated doctors and nurses to select questions from a dynamically generated list of questions and assign them to each selected patients individually.
• Patients have the facility to map their insurance companies.