AnejaOffice Automation CRM

Aneja Office Automation CRM

Background

Aneja Associates was established in the year 1981 by Mr. Narendra Aneja. Today, the firm conducts risk assessments, management and operational audits and management consultancy assignments for over 100 companies in diverse industries, such as, Manufacturing, Financial Services and Capital Markets, Services, etc. The firm specializes in the conduct of Integrated Internal Audits, Design and Installation of Governance and Internal Control Structures, Business Process Redesign, Business Acquisition Due Diligences, Investigations and other consultancy assignments. The firm does not conduct Statutory Audits and Tax Consultancy services

Why this Application was Developed?

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Our client needs an Application that help businesses support, improve, and automate their processes and also helps in eliminating errors, completing business tasks, reporting activities and increase overall efficiency and effectiveness.

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Office Automation is designed in such way that it meets the requirement of business process in the most affective manners.

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There are so many factors that went into consideration while developing Office Automation such as the needs, tasks, process that needs to make office or business process paperless and automated.

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Office Automation is designed to bring team, projects, sales and reports together at a centralized place.

The scope of work

office automation system

CRM Module

crm module

Unique dashboard to every module.

CRM dashboard contains overview of leads, lead activities and ability to locate records easily. calendar on the dashboard shows the activity remark on particular date. User can see the list of activity by filtrations of Today, Tomorrow, Upcoming, Overdue etc.

Unique dashboard to every module
New Lead Creation

New Lead Creation

New lead will create by super admin, Secretory and Directors only. User need fill all the mandatory information to create the lead. User can see the list of lead Created by him. User can add/view lead contacts separately. As lead will be created notification will be sent to super admin to assign the lead.

Lead Information

Lead information screen contains all the information of the lead like anticipated value, current stage and its durations, lead contacts. User can also update the lead details from here and can send proposal to lead contacts. User can also last updates in lead details.

Lead Information
Lead Snapshot

Leads Snapshots

There are some stages of lead before close the lead. In lead snapshot screen user can see that in which stage lead progress is. And user can find list of leads in particular stage. The first stage in initial communication and the last stage of won lead is send agreement and NDA and then lead will close.

HR Module

HR Module
Attendance Chart

Attendance Chart

HR can see the employee attendance chart. And also can see the leave balance of employee i.e. total leave, Used and current balance leaves.

Leave Management

Requester can request a leave from here and selected member will get notification for that. Director will approve or reject the leave and requester will get notification for the same. requester can also cancel the request and balance will credited to the system automatically.

Leave Management
Assessment of Applicant

Assessment of Applicant

HR and Director will use this module to do assessment of an applicant while taking an interview. On the basis of an assessment applicant’s next round will be decided. notification for the next round will be sent automatically to the respective round director.

Requisitions List

HR can see the requisitions list and can see the details of requisition, can add applicant for requisition, can send requisition for approval and can reject the requisition/s.

Requisitions-List
Requisitions Information

Requisitions Information

HR can see the information of requisition like for which client and assignment requisition required, no. of vacant position, requisition priority and off course its cost estimation.

Resource Availability Chart

When director or team leader are in need of any resources HR recruiter will check the chart and can assign available resource to director.

Resource Availability Chart
Training Session

Training Session

HR can add training session by filling detail shown in the above screenshot. By clicking on the next button HR can add document upload section. from this page HR can upload documents. Selected trainer and nominee gets notification when HR can create session.

Training Session List

Director and HR can see the list of training session requested by them. User can CRUD the training session and also can check the status of it. User can also publish the training session after creating it.

Training Session List
Training Feedback Form

Training Feedback Form

Nominated trainee will receive the notification for training session. Nominated can see the training details in brief. Also can confirm his nomination by click on below button and can publish it.

Accounts & Billing

accounts billing

OPE Request

OPE request is done by employee when she/he needs to visit a client. Requester need approval for OPE request from account and director. After approval requestor update the details of trip and expense for that trip. For this expense also she/he needs approval of director. After approval can close the request

OPE Request
Billing Schedule

Billing schedule

Here Billing department can see pending list of invoices and can send it to client also can check the status of invoice. User can also edit the invoice and resend it. User can schedule the billing frequency like monthly, Quarterly, milestone based etc.

Assignment Management

AMS stands for assignment management system. Here user can add all the details of assignment i.e. areas, manpower, man hours, milestone, task, timesheet, documents and discussion regarding assignment. Every time notification to send invoice will go to account from here.

Assignment Management
Knowledge Management

knowledge Management

Here User can manage all the uploaded and downloaded documents. Can Create folders for alike files also can share the files and folders directly to the any employee drop box can also edit or delete any folders.

Assets Management

Assets Management
New Asset Request

New Asset Request

Employee can request for IT assets from here. For that s/he needs approval of IT director and Team director. Request can be done for new asset and repair request for asset. IT dept. will check for available asset or request a purchase for asset. Any Item and vendor also available in system.

Asset Repair Request

Employee can request to repair an asset from here. For this S/he needs to fill the details of an assets and also can attach a image of damaged asset. IT Dept will get notification for the request and will approve the request and assign to vendor to repair it and then return to employee.

Asset Repair Request

Setup

Admin can use setup module for User Management. so admin can manage user's role and role right permission and also manage OTP based login for them. Admin can also made changes in custom form for feedback template, applicant assessment and appraisal process.

setup
setup frist
role and otp setting
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setup second
customer form and account type list
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setup foure

Appraisal

Appraisal Process Description HR can initiates appraisal process to do systematic and periodic process of measuring an individual's work performance against the established requirements of the job through using KRA and Behavior Based Process.

Appraisal
Bell Curve

Bell Curve

The bell curve chart is used for the employee grade performance. It is based on the idea that employees are placed in categories of below average, average, and excellent based on their performance.

Platform and Technologies

Microsoft .NET
c#
Microsoft SQL Server
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