Some details
Abstract:
A web-based SaaS application for the small and mid-level organizations and freelancers. It allows a user to keep track of clients and their projects’billing information – estimates, invoices, expenses, time tracking and schedule emails and payment reminders with customized email text. It provides different payment gateway options configuration
so that client can process payment.Client:
A customer is a software as a service (SaaS) company behind the leading billing and time management solution system designed for freelancers and small businesses.
Problem Statement:
it is very difficult to manage expenses, estimates, and invoices on the papers. It takes more time in managing all the stuff manually.
There are several drawbacks of the manual processing of following finance and organization process:
- More than 60% operational overheads to maintain data on the documents, send over to the clients and receive payments from clients.
- Track time for each of the tasks assigned to a team member.
- Generate client and reports on the weekly, monthly and quarterly basis after evaluation
- Managing project information and track time and generate for specific to project.
- Generating of recurring invoices at regular intervals.
- Manage expenses specific to the project.
- Process payment for each invoice and update the status.
Challenges &, Limitations:
- Implement online portal for organizations which helps them to maintain organization specific financial information in real-time without doing paperwork.
- Generate dynamic reports with clients.
- Generate work reports for the team members
- Link estimate and expense with an invoice.
- Recurring invoices at the regular interval
- Web-based time tracking tool along manual offline time entry.
- Processing of payments with different payment gateways.
Aspire’s Solution:
Aspire provided a web-based product development offshore team since the concept building to product delivery to enhancement, maintenance, and support.
- Our business analysts involved with the customer to understand the core idea and the problems they are facing in the day to day life.
- Delivered the end product by dividing the work into the different milestones so that all the work is being reviewed by the client at the end of each milestone.
- Proposed the best-suited technology stack keeping in mind the short-term and the long-term requirements
- Integration of Spring Security for purpose of providing role-based authentication and HTTP/HTTPS based access to URLs
- Integration of different payment gateways - PayPal, Authorize.Net, Google checkout &, Stripe.
- Integration with Google Calendar for invoice due reminders
- Import Google contacts to send out invoices and estimates
- Integration with Donanza web application store
- Development of custom time tracker to track time.
- Development of major modules - Client, Project, Estimate, Invoice, Expense, Time tracking, Staff Management, Management Reports
Benefits Delivered:
- Approximate 60% cut down on the paperwork.
- The new application is user-friendly for clients.
- Ease of managing and processing information of clients, projects, invoices, estimates, expense and time tracking.
- Get paid quicker by integration of payment gateways.
- Improved quality of service, better service provided to clients.
- Less human involvement and eliminated dependency on third-party software.
- Improved efficiency and better response time
Technologies:
Java, Spring, Spring Security, Hibernate, Struts, Tiles, Flying Saucer, iText, Quartz, MySQL, HTML5, CSS3, Bootstrap, jQuery, jQuery plug-in – jqGrid, Maven, Ant, Git.
