UpCodo Digital

BACKGROUND

Please describe your company and position.

I am an executive at Wisterias care software

Describe what your company does in a single sentence.

Wisterias delivers an intuitive, all-in-one care management software platform designed to help UK care providers streamline rostering, care-planning, medication tracking and compliance — so carers spend less time on paperwork and more time caring.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpCodo Digital to accomplish?

• I hired UpCodo Digital to design and develop several key features for our platform, ensuring they were built to a high standard, fully functional, and aligned with our product roadmap.
• I hired UpCodo Digital to develop critical features for our system that would streamline workflows and enhance the core value of our platform, helping us move faster toward launch.

SOLUTION

How did you find UpCodo Digital?

Online Search

Why did you select UpCodo Digital over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from UpCodo Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work involved designing, developing, and implementing several core features within our platform. UpCodo Digital handled the full development lifecycle—including planning, architecture, coding, testing, and deployment. Key deliverables included fully functional feature modules, clean and maintainable code, integrations with existing systems, and thorough documentation to support future updates.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We saw tangible results from the work: core features were shipped on time, our sprint output increased, and user engagement with the new functionality improved after release. The features also reduced internal development workload by giving us clean, maintainable foundations to build on.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Akshay and the team were excellent throughout the entire project. Their project management was clear, organised, and easy to work with. They consistently delivered items on time, often ahead of expectations, and kept me updated at every stage. Whenever I needed something clarified or adjusted, they responded quickly, listened carefully, and always made sure the work aligned with our goals. Their responsiveness and willingness to adapt made the whole process smooth and genuinely enjoyable.

What was your primary form of communication with UpCodo Digital?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most about UpCodo Digital was how personally invested Akshay and the team were in the success of the project. They didn’t just write code they genuinely cared about understanding our product and delivering features that made a real impact.

Are there any areas for improvement or something UpCodo Digital could have done differently?

Honestly, I don’t have any areas for improvement to point out. UpCodo Digital delivered exactly what we needed, communicated clearly throughout, and exceeded expectations at every stage. I was fully satisfied with their work.

BACKGROUND

Please describe your company and position.

I am the President of OrthoStore

Describe what your company does in a single sentence.

Marketplace where customers can buy top of the line medical equipment and products to help accelerate the recovery and rehabilitation process 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpCodo Digital to accomplish?

• Help optimize website and store
• Create additional functionality throughout the website
• Improve customer experience and payment flow

SOLUTION

How did you find UpCodo Digital?

• Online Search
• UpWork

Why did you select UpCodo Digital over others?

• High ratings
• Pricing fit our budget

How many teammates from UpCodo Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Help optimize Shopify store by creating landing page, tabs, forms, product pages, etc. Among the deliverables included product pages formatting/sizing, forms for interested partners/patients, checkout flow, payment gateway, notifications, invoices, integrations, etc. 

The key deliverables were to get the website to a place that it was functional and able to accept orders by the end of November, which they were able to meet. There were some iterations along the way, but the team was very responsive and always working towards the target completion date, which was very appreciated. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We used a Trello board to track progress on different tasks and tickets. This helped consolidate all of the requests that we made throughout the process and see how the different requests were trending over time. We met every 2 weeks and they were also able to meet as needed if either party had any questions or needed further clarification. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, they were able to always deliver on time and were very communicative. They were willing to go above and beyond regarding research, looking into better options and always had my company's success in their mind. They recommended certain pathways which were more efficient and less expensive. Despite them receiving less money, they always prioritized speed, efficiency and had my budget/timeline in mind. 

What was your primary form of communication with UpCodo Digital?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Akshay was the main person I communicated with, but there were 2-3 other team members that were also involved. They were always available to meet when needed despite being on the other side of the world. It was easy to communicate with them via Google meetings or Whatsapp. 

Are there any areas for improvement or something UpCodo Digital could have done differently?

No - We are satisfied with our time working with UpCodo Digital and would highly recommend them to anyone else interested in working with a top team.

BACKGROUND

Please describe your company and position.

I am the CEO of Flora Advanced Materials

Describe what your company does in a single sentence.

Flora Advanced Materials is a research and development driven manufacturing company dedicated to creating smart, sustainable, and high performance solutions. We develop advanced materials and coatings for the aerospace, automotive, and healthcare sectors, with a strong emphasis on replacing toxic, petroleum based products with safer, plant based alternatives.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpCodo Digital to accomplish?

• Order & Workflow Management
• Artificial Intelligence Based Products Matching System
• Vendor Portal for Placing the Order

SOLUTION

How did you find UpCodo Digital?

Online Search

Why did you select UpCodo Digital over others?

• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from UpCodo Digital were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

To develop a robust, high performance web application that integrates advanced AI and Machine Learning capabilities, while simultaneously building a scalable vendor marketplace e-commerce platform. The system will provide seamless user and vendor management, intelligent automation, and a flexible architecture designed to support future growth, feature expansion, and enterprise level security.

The web application has successfully onboarded a large number of vendors within its first six months of launch, reflecting strong industry interest and rapid platform adoption. Vendors are able to easily upload and manage detailed information about their product requirements through a streamlined, intuitive interface. Sales and order volumes continue to rise steadily, demonstrating not only user confidence but also the scalability, stability, and commercial potential of the platform.

Mentioned below were the key deliverable:

• AI-Based Matching System
• Vendor Portal
• Order & Workflow Management
• Real-Time Status Updates

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The web application has successfully onboarded a substantial number of vendors within the first few months of its launch, demonstrating strong industry interest and rapid market adoption. Through a streamlined and intuitive interface, vendors can effortlessly upload, update, and manage detailed information about their product requirements and service offerings. Sales and order volumes continue to grow at a steady pace, reinforcing user trust and showcasing the platform’s scalability, operational stability, and long-term commercial potential.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

A dedicated project manager was assigned to oversee our work and coordinated a team of more than five professionals throughout the project. Although some deliverables experienced minor delays due to our ongoing requests for enhancements and continuous improvement, the team remained responsive and accommodating. They consistently addressed the majority of our requirements in a positive and collaborative manner.

What was your primary form of communication with UpCodo Digital?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

All company employees were consistently polite, professional, and highly collaborative throughout the duration of the project. Their positive attitude and cooperative approach contributed significantly to maintaining smooth communication and ensuring steady progress from start to finish.

Are there any areas for improvement or something UpCodo Digital could have done differently?

There were no major issues during the project. However, as our workload and project volume continued to increase, we recognized the need for more structured task management. To address this, we introduced detailed work tickets, providing clearer descriptions, expectations, and timelines for each assignment. This enhanced level of clarity has helped the team better understand their responsibilities, resulting in improved efficiency, smoother coordination, and faster overall delivery.

BACKGROUND

Please describe your company and position.

I am the CEO of a marketing company.

Describe what your company does in a single sentence.

We are a marketing company in the Cayman Islands.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpCodo Digital to accomplish?

• To build me multiple custom mobile applications to publish on Apple store and Google Play Store.

SOLUTION

How did you find UpCodo Digital?

Fiver

Why did you select UpCodo Digital over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from UpCodo Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

MOBILE APP FUNCTIONS: / CUSTOMER AREA: 

Splash Screen, 

Login , register, forget password screens.

Home screen: 

Option to Create messages: TEXT, VIDEO, AUDIO or All - All means a message that can include, text message, then Audio and then video. 

Option to Set recipients: recipients can be via SMS , via email, We can also set messages to be delivered on a whatsapp number using twilio Whatsapp message API. 

Set timeline: So user will be able to set a timeline of inactivity, as well as Choose any kind of APP < which are installed on the phone> as lie facebook, whatsapp, instagram etc .. in case if these apps are not used for XX days the system will send the recorded and stored message to the set recipients.

Users can record multiple messages < depending upon plan they subscribe to> . 

My profile: here in this area user may set and update tier profile information 

My subscriptions: 

Users will have option to choose from different subscriptions, 

Users can pay using credit cards, google pay. 

Push notifications: 

Other links: privacy policy: ters of user, option to delete account. 

Admin panel: functions as listed hereunder will be developed in the admin panel. 

Admin Dashboard:

Some Stats about the usages of the App.

Manage App users: All users who are registered on the app will be manageable in this area. 

Manage Content: Admin will be able to manage the content of the Mobile App.

Manage plan settings: Admin may update cost and timeline of the subscription plans. 

Manage orders: all payments which is being processed by the App will appear in this area, 

Admin settings: admin can change password, API keys as like from this area. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We had weekly calls to discuss the progress of the app and they alsio provided me with video of the apps being developed during each stage of its develoment.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, their team delivered on time with every deliverable. They were very responsive whether it was through msging or via email.

What was your primary form of communication with UpCodo Digital?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

We were impressed with the quality of their work and the time they were able to deliver it.

Are there any areas for improvement or something UpCodo Digital could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Founder / CEO of Dawerlee.com

Describe what your company does in a single sentence.

Dawerlee is a dynamic platform based in Kuwait focused on transforming the way job seekers and businesses connect. By offering an accessible and secure environment, we make it simple for companies to discover exceptional talent and for individuals to find meaningful opportunities. Our mission is to empower the local workforce with innovative tools and transparent processes, building a vibrant community where growth and success are within everyone’s reach

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpCodo Digital to accomplish?

• Develop a user-friendly, fully responsive website to connect job seekers and businesses efficiently
• Ensure seamless functionality and fast performance across all devices
• Build a secure platform that supports growth and enhances user trust

SOLUTION

How did you find UpCodo Digital?

Online Search

Why did you select UpCodo Digital over others?

Pricing fit our budget

How many teammates from UpCodo Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Dawerlee engaged UpCodo Digital to provide comprehensive end-to-end website development services, tasking them with designing, developing, and deploying our entire website infrastructure from the ground up. The objectives included creating a fully customized, user-centric web platform that offers seamless functionality, intuitive navigation, and robust back-end capabilities to support our business goals and deliver an exceptional digital experience for our users

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The most direct and measurable outcome was successfully completing and launching the website according to the agreed project scope and timeline. This achievement demonstrates that all core requirements were delivered, resulting in a fully functioning and accessible platform ready for users and aligned with Dawerlee’s business objectives

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The deliver on time

What was your primary form of communication with UpCodo Digital?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They're the best team I've worked with

Are there any areas for improvement or something UpCodo Digital could have done differently?

Dedicated team

BACKGROUND

Please describe your company and position.

I am the Owner of Kristopher Ray Creative

Describe what your company does in a single sentence.

Kristopher Ray Creative is a Brand Strategy, Website & Mobile Application Design and Development Freelance contractor responsible for assembling full-scope projects and assembling teams to develop comprehensive systems. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpCodo Digital to accomplish?

• Develop a web application
• Support the web application maintenance and lifecycle

SOLUTION

How did you find UpCodo Digital?

Online Search

Why did you select UpCodo Digital over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from UpCodo Digital were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I have worked with Upcodo a number of times on a number of different projects for web application development, and they always go above and beyond to provide the highest quality project management and web development services. The first engagement I worked with them on was a web application for a scheduling platform built in React and Laravel and was deployed. Upcodo supported the project from the initial concept to deployment and continued to support the ongoing maintenance. I continue to work with Upcodo on new projects and look forward to working with them again in the future. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Upcodo was able to provide a functional MVP with minimal errors or bugs and continues to support the MVP and beyond during the production deployment as we scale the organization, their ongoing support, reliability, and availability are second to none.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Upcodo's project management is second to none with a dedicated project management, clear communication, and timely deliverables. They always are on top of the timeline and the scope of work to ensure that everything is on track. 

What was your primary form of communication with UpCodo Digital?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Their responsiveness and willingness to always find a solution to our complex problems and working with me on an ongoing basis to support the goals of the organization and the web application that we were building. 

Are there any areas for improvement or something UpCodo Digital could have done differently?

If there was any room for improvement, it would only be that UpCodo needs to scale and grow to be able to support the entire internet. Their entire organization should be a model for other employees and collaborators. I look forward to continuing my relationship with UpCodo and working with them in the future. 

BACKGROUND

Please describe your company and position.

I am the Founder of Agile Ready Partners, LLC

Describe what your company does in a single sentence.

Agile Ready Partners, LLC operates the Agile for Any Scale Coaching and Training Business (https://agileatanyscale.com) along with the companion Agile Evolution Studio digital assets business. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpCodo Digital to accomplish?

• Build and Deploy the Agile Ready SaaS offering
• Support and Operate the Agile Ready SaaS offering
• Provide as-need Software Development Consulting and Services

SOLUTION

How did you find UpCodo Digital?

Online Search

Why did you select UpCodo Digital over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from UpCodo Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Back in 2019, I embarked on a mission: to bring to life a SaaS application that would help teams write better user stories, streamline backlog hygiene, and ultimately increase the velocity and quality of agile development. What I envisioned was more than a tool—I wanted a platform that could transform how product owners and agile teams collaborate, iterate, and deliver value. Enter our partner, a talented development team who stepped in as co-creators, not just coders.

1. The Discovery & Prototyping Phase

We started with a blank canvas. I acted as Product Owner, working side-by-side with the team in a series of prototyping workshops. Over a few weeks we sketched out user journeys: how a busy product owner logs in, how they invite team members, how they author a user-story using the “As a … I want … so that …” format, how the system rates the story, how backlog export/import works, how subscription tiers operate, how coaching/training modules plug in. We explored key questions: “What are we building?” and “When do we need it?” 

The team translated my vision into clickable prototypes within days. We reviewed them together, iterating until the flows felt intuitive and matched the “story-ready” mindset I champion. The prototyping work set a solid foundation for the subsequent build-out; thanks to that early collaboration we avoided costly mis-alignments later.

2. Architecture & Platform Selection

From the outset the team worked with my tech preference, a modern, scalable architecture—leveraging Django for rapid development in Python, built against Microsoft SQL Server (MS-SQL) for reliable relational data integrity, all deployed on Amazon Web Services (AWS) infrastructure. Tolerating my amatuer configuration with my AWS accounts they quickly turned them into an production ready DevOps platform. That choice paid dividends: the stack handled user story volumes and team-based collaboration elegantly, and the AWS deployment enabled us to scale, secure, and monitor the application seamlessly.

They designed the architecture to support multi-tenant subscription tiers, team editions, role-based access control, import/export of backlog and story data, rating APIs, and coaching/training modules. For example, the site currently offers “Team Edition (8 seats)”, “Free Solo Plus One Edition”, unlimited backlogs, role-based user access, export/import capabilities. The team ensured the database schema, the Django-models, the API layer, and the web front-end were all aligned with this vision.

3. Development & Iterative Delivery

Throughout the build phase the team demonstrated outstanding interaction skills. We held regular sprint reviews, I acted as Product Owner reviewing demos of working increments, we refined backlog items, adjusted acceptance criteria, and approved features. They handled:

User account and authentication flows (sign-up, login, password reset)

Role-based access and team management (admins, users, unlimited teams)

Story authoring interface with tri-part statement format (“As a… I want… so that…”), and built-in story-rating UI to guide users toward high-quality user stories.

Backlog import/export features (to external systems such as Jira, VersionOne, and Rally) to support integrated workflows. 

Subscription, billing, and licensing logic (free edition, paid team editions, unlimited products/backlogs)

Security guidelines and code review processes to align with best practice deployment on AWS. 

They also built a robust API layer (Story Rating API) so that future integrations or mobile front-ends could be added without re-engineering the core platform.

4. Testing, Launch & Go-Live

The team executed a comprehensive testing phase: unit tests in Django, integration tests against the MS-SQL backend, user-acceptance sessions with me acting as the Product Owner, and full staging deployment on AWS to validate performance under load. Issues were logged, prioritized and resolved in the sprint cycles. Because we had prototyped well and iterated rapidly, the launch proceeded smoothly with minimal post-launch defects.

We rolled out the application with initial subscribers, and the early feedback was very positive—users appreciated that they could control their backlog, invite teams, rate their stories, and see improvement in story-writing quality very quickly.

5. Key Deliverables & Outcomes

Here is a summary of the major deliverables that the team delivered and we achieved together:

A fully functioning SaaS web application deployed on AWS, with Django backend and MS-SQL relational database.

Team-based subscription model: Free Solo Plus One Edition, Team Edition (8 seats) with unlimited teams/backlogs.

User-story authoring UI with built-in story-rating system to guide authors toward better story quality.

Backlog import/export functionality for integration with external tools (Jira, VersionOne, Rally).

Role-based user access, inviting team members, managing user seats and permissions.

Coaching/training modules built into the platform: e-book offer, workshops, master classes for agile coaches.

Security processes and architectural guidelines implemented for safe and scalable deployment on AWS.

Regular sprint deliveries, demo feedback cycles, Product Owner engagement, and rapid iteration from prototype to production.

Successful go-live and onboarding of initial subscribers, with measurable improvement in user-story readiness and backlog quality.

6. Why the Partnership Worked So Well

A few factors set this project apart:

Strong collaboration: As Product Owner, I felt heard and engaged at every stage. The team didn’t just build to spec—they asked questions, made suggestions, and iterated with me.

Technical fluency: The team’s choice of Django + MS-SQL on AWS was pragmatic and scalable, well-aligned with my enterprise-level mindset and requirements for a robust, maintainable system.

Agile mindset: They embraced the agile values I espouse—rapid feedback loops, continuous delivery of increments, close collaboration—which mirrored the product being built (a tool for agile storytelling).

Quality focus: From the UI/UX flows through to testing and deployment, there was a clear attention to detail and a drive to do things right—not just ship something.

Business focus: The deliverables aligned tightly with the business need—helping teams write better user stories, reduce rework, accelerate backlog readiness. That meant the application delivers real value.

7. Closing Thoughts

Looking back, when I first sketched my vision of a “user-story readiness platform” it felt ambitious—but thanks to the right partner team and the right stack (AWS, Django, MS-SQL) we delivered something real. Today, visitors to the site see a polished UI, subscription tiers, a clear value proposition (“Write better user stories … invite your team … drop your user-story lifecycle costs 33% to 70%”). 

The success of this project reinforces a core lesson I bring into every agile transformation as an agile coach, consultant and trainer: it’s not just about delivering features, but about aligning people, process, and technology to solve meaningful problems. The team did an outstanding job, and I look forward to continuing our partnership. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Key Deliverables & Outcomes

Here is a summary of the major deliverables that the team delivered and we achieved together:

A fully functioning SaaS web application deployed on AWS, with Django backend and MS-SQL relational database.

Team-based subscription model: Free Solo Plus One Edition, Team Edition (8 seats) with unlimited teams/backlogs.

User-story authoring UI with built-in story-rating system to guide authors toward better story quality.

Backlog import/export functionality for integration with external tools (Jira, VersionOne, Rally).

Role-based user access, inviting team members, managing user seats and permissions.

Coaching/training modules built into the platform: e-book offer, workshops, master classes for agile coaches.

Security processes and architectural guidelines implemented for safe and scalable deployment on AWS.

Regular sprint deliveries, demo feedback cycles, Product Owner engagement, and rapid iteration from prototype to production.

Successful go-live and onboarding of initial subscribers, with measurable improvement in user-story readiness and backlog quality.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management approach was highly organized and collaborative, following an agile, sprint-based rhythm. We met regularly for reviews and backlog refinement sessions where they demonstrated clear ownership of delivery timelines and transparent communication about progress. Every development increment was demoed, discussed, and refined quickly based on my feedback as Product Owner.

They consistently delivered items on time—each sprint closed with working, tested functionality and no major delays. Their responsiveness to my needs was outstanding. When I raised questions, change requests, or new feature ideas, they engaged immediately with thoughtful solutions rather than simple “yes/no” answers. They took the time to understand the intent behind my requests and often improved upon them with smart technical and UX recommendations.

In short, their project management combined discipline with adaptability—delivering on schedule while staying flexible and deeply attuned to the evolving goals of the project. 

What was your primary form of communication with UpCodo Digital?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most was how seamlessly they combined deep technical expertise with genuine collaboration. They weren’t just developers—they were true partners in product creation. From the very first prototype through launch, they asked the right questions, challenged assumptions, and helped refine the vision into something stronger than I had originally imagined.

Their ability to translate complex ideas into intuitive user experiences stood out, as did their disciplined use of agile practices—frequent demos, clear communication, and fast iteration cycles. They consistently balanced technical precision with human-centered interaction, which made working with them both productive and enjoyable.

Ultimately, what set them apart was their mindset: they cared about the why behind every feature, not just the what. That rare blend of technical fluency, empathy, and craftsmanship made all the difference in delivering a successful, scalable SaaS application.

Are there any areas for improvement or something UpCodo Digital could have done differently?

The time zone differences US EST versus New Delhi Time was a challenge and having a US office rep would have helped but it was minor. 

BACKGROUND

Please describe your company and position.

I am the Product manager of 360AI

Describe what your company does in a single sentence.

360AI specializes in creating immersive 360° digital tours, allowing audiences to explore stunning worlds without leaving their place.
Through a unique fusion of creativity, technology, and innovation, we transform real spaces into interactive and engaging digital experiences.
Our global team, spanning Sweden, the Middle East, and India, brings together diverse perspectives to craft digital realities that connect cultures, worlds, and dreams.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpCodo Digital to accomplish?

• We began developing the product together, combining our shared vision, creativity, and technical expertise to bring an innovative digital experience to life.

SOLUTION

How did you find UpCodo Digital?

Online Search

Why did you select UpCodo Digital over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from UpCodo Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Web Panel for Agents

• Login & Task Selection:
   Agents can log in to the web panel and view a list of tasks that require photo uploads. They can select specific tasks to begin uploading photos.
• Photo Uploading:
   Once a task is selected, the system prompts the agent to upload photos. Multiple photos can be uploaded at once.
   The system uploads each photo sequentially to the cloud and displays the progress of each file.
   If any photo fails to upload, the system notifies the agent and requests re-uploading of the failed files.
• Validation & Submission:
   After uploading, agents can click the Final Submit button. The system then checks the metadata of each photo.
   If any photo fails validation, an error is generated, and the agent is asked to re-upload the rejected photos.
   Agents can choose to Force Submit the task - in such cases, only the photos successfully uploaded will be counted toward the task record.
• File Handling & SFTP Transfer:
   After successful upload, the system automatically creates a ZIP file of all uploaded photos and sends it to a destination SFTP server.
   The SFTP server then automatically extracts the ZIP file, creating folders for each upload.
  Task Validation in Admin Panel:
   A task cannot be approved by the admin until:All required photos are uploaded.
  The corresponding folder is successfully created on the SFTP server.
  Once both conditions are met, the task will show two green tick marks, indicating readiness for admin approval.
   
  
  Mobile App for Agents
• View completed route maps.
• Track kilometers traveled.
• View and download invoices.
• Check invoice payment status (Paid/Unpaid).

Admin Panel

• Manage Agents
• Admin can add and manage agents.
• Only registered agents can log in.
• When adding a new agent, the admin inputs the agent’s details, device ID, and web panel credentials.
• Upon addition, agents receive a welcome email with the app download link and login credentials.
• During the first login, agents must change their password.

Task Data Log

• The system automatically creates a folder for each agent.
• All tasks submitted by the agent are stored in their respective folders.
• Admin can change a task’s status (e.g., from Pending to Approved).
• Tasks are categorized into:Manually Submitted Tasks: Tasks submitted directly by agents.
• Auto-Submitted Tasks: Tasks automatically created when an agent starts and stops the tracker, then completes the remaining information before submission.

Billing

• Admin can view weekly or monthly invoices for each agent, based on the number of approved tasks.
• Payments are made offline, after which the admin can mark invoices as PAID.
  Once an invoice is marked paid, all related tasks automatically update their invoice status to Paid.
• Reports
• Admin can generate various reports, such as: 
  • Total tasks completed per agent.
  • Kilometers traveled.
  • Amounts paid to agents.
  • Permissions
  • Admin can create Sub-Admins and assign specific permissions to access different sections of the system.
  • Settings
• Admin can configure system settings, including: 
  • Map API Keys
  • Email SMTP Keys
  • Admin login credentials
  • Other general configurations

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

After developing the web and mobile applications for workforce management, our operations have become significantly more efficient.
 The system enables:

Streamlined task management and clear reporting of work completed by field agents.
Simplified route management, allowing agents to plan and track their field activities effectively.
Efficient data collection and centralized storage.
Seamless photo management, including secure transfer of agent-captured photos to the company server.
Overall, this application has greatly optimized our workflow and reduced the hours previously spent on managing field operations.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, On time, very good planning.I create trello cards, they review , send over the quote and then we add new features and functions.

What was your primary form of communication with UpCodo Digital?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They have understood our pain area, understood our business so quickly and produced a working system for us, we have been using this system now for over 2 years and adding new functions every month.

Are there any areas for improvement or something UpCodo Digital could have done differently?

Nothing as of now, but YES if time line / delivery of the work can be faster.

BACKGROUND

Please describe your company and position.

I am the Manager of an underground utility solutions firm.

Describe what your company does in a single sentence.

provide undeground utility solution

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire UpCodo Digital to accomplish?

• to create a CRM integrated with Ticketing system

SOLUTION

How did you find UpCodo Digital?

Online Search

Why did you select UpCodo Digital over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from UpCodo Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

1. Project Overview
The goal of this project is to design and implement an online Customer Relationship Management (CRM) system that enhances the efficiency of the sales process and provides an integrated support module for handling repair or service requests.

The system will allow the company to track sales activities, manage customer relationships, and handle after-sales service tickets in a single centralized platform. By connecting sales and service workflows, the system aims to improve communication between teams, reduce manual work, and ensure every customer interaction — from lead generation to post-sale support — is recorded and easily accessible.

 
2. Objectives
Increase sales efficiency by automating lead and opportunity management.
Provide real-time visibility into customer status, sales progress, and follow-up actions.
Enable tracking and management of repair or service tickets linked to customer profiles.
Improve coordination between sales and support teams through a unified data platform.
Enhance customer satisfaction and retention through faster response and transparent service tracking.
 
3. Project Scope
3.1 CRM (Sales Management Module)
Customer & Contact Management:

Create and manage customer profiles and related contacts.
Maintain a complete history of communication and transactions.
Link customer details to both sales and support records.
Lead & Opportunity Tracking:

Record and monitor sales leads through defined stages (prospect → qualified → won/lost).
Assign leads to sales representatives and set reminders for follow-ups.
Log quotations, deals, and order history.
Sales Dashboard & Reporting:

Provide sales performance analytics (e.g., pipeline value, conversion rate).
Generate reports for individual and team performance.
Real-time KPI tracking and goal progress visualization.
 
3.2 Support / Ticketing Module (Repair & Service Management)
Ticket Creation:

Automatically create a support or repair ticket when a service request is received (via email, web form, or internal entry).
Link each ticket to the corresponding customer and product.
Ticket Tracking & Assignment:

Assign tickets to technicians or support staff.
Track progress through stages (Open → In Progress → Completed → Closed).
Manage priorities and service-level timelines (SLAs).
Repair Work Management:

Record repair details, parts used, and costs.
Track return status, technician notes, and customer confirmations.
Notification & Escalation:

Automated notifications for ticket updates and completion.
Escalation rules for overdue or pending cases.
 
3.3 System Integration & Features
Unified Customer Database: All sales and support data are tied to a single customer profile.
Activity Log: Track every action (email sent, quote issued, repair logged) in the customer timeline.
Task & Reminder System: Allow users to set reminders for calls, meetings, and service follow-ups.
Role-Based Access: Define permissions for Admin, Sales, Support, and Management roles.
Reports & Analytics: Generate summary and detailed reports for both sales and support performance.
 
4. Technical Specifications
Platform: Cloud-based web application (desktop & mobile responsive).
Technology Stack:

Frontend: React / Vue.js / Angular
Backend: Node.js / Python (Django or FastAPI)
Database: PostgreSQL / MySQL
APIs: RESTful API for integration with other tools (e.g., accounting, email, or inventory systems).
Hosting: AWS / Azure / Google Cloud
Security:

User authentication (OAuth2 or SSO)
Data encryption (in-transit and at-rest)
Regular data backups and access logs
 
5. Deliverables
Fully functional Online CRM with integrated Sales and Support modules.
User authentication and role management system.
Customer and contact management interface.
Ticketing and repair workflow module.
Sales dashboard and reporting tools.
API documentation and integration support.
UAT (User Acceptance Testing) and training.
Deployment and post-launch maintenance.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

the online CRM system have been successfully delivered and working smoothly 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

the team is delivering good services and quick respond.

What was your primary form of communication with UpCodo Digital?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The team was patient and cooperative, providing professional guidance and valuable recommendations throughout the system design process.

Are there any areas for improvement or something UpCodo Digital could have done differently?

nope