This proprietary CRM webapp, has been developed from scratch, to help automate and improve client management and acquisition processes for a NYC based startup – One Shot Marketing LLC. Some key functionality includes an internal messaging system, task delegation module with easy tasklist replication, file uploads and basic statistics. Prior to reaching out to IT Creative Labs, our client has tested a number of other…
existing software solutions and tried different approaches to tackle automation and reporting issues that were mounting within their startup as it was continuously growing. Nonetheless, due to innate specifics of the business process and a non-trivial structure they soon realized the need for a custom solution.
In the early stages of the project, O.S.M. team didn’t have a clear vision of what it was they wanted to build, which is absolutely OK and quite common for many clients, especially those coming from a non-technical background. At this point our delegated product owner works with the client to convey their vision into a thorough backlog, identifying and prioritizing main features and writing user stories. This is key to successfully starting any agile software development project and One Shot Marketing were actively engaged in the process which helped to move passed this milestone very quickly.
It isn’t uncommon for users to access the system on mobile devices in locations with limitted connectivity, so we proposed a light and minimalistic visual design, with very few graphic elements and nested menu structures. We opted for a classic slideout left-side menu scheme which gives users easy access to all the key functions of the platform. Twitter bootstrap is used for layout and responsive functionality and thus the app looks and behaves exactly the same across multiple screens, browsers and devices.