C# .net / SQL Express based Windows application
SQL Express as database
Most important: The biggest success factor for this application would be its GUI presentation; Tat should be slick and professional looking. I can provide few samples if required but being in the industry you should have a pretty good idea what I am expecting.
So if you are not a great GUI designer, please don’t waste your time by reading rest of the post.
Application will connect to a centralized database on the server and GUI would be installed on client’s machine via Microsoft One click.
6 main areas:
1. Customer Management.
2. Documents Management
3. Task Management
4. Client Activities and Communication.
6. Application Admin
1. Two Categories of customers : personal and business
2. Read and load customer information from the existing Profile (accounting software) file. Sample can be provided
3. Ability to add Single file as well as multiple selected or the whole folder of client files.
4. Ability to add a new client manually.
5. Ability to update any existing client by using method 2, 3 or 4.
6. Standard Update/Edit/delete functionality.
7. Customer Reports based on dynamically selectable criteria.
1. Ability to add/modify/delete customer documents.
2. Ability to attached scanned documents with customer profile.
3. Keeping track and log of all customer documents.
4. Document Reporting.
1. There are around 15 Types of predefined tasks.
2. Every task has its customized field’s needs to be collected and managed.
3. Very detailed description and functionality about these tasks would be provided by the business.
4. Ability to add additional Task categories with some common fields.
5. Task would be assigned to users to work on those tasks.
6. Ability to change Task Status as it moves through the work queue towards completion.
7. Reporting ability for Tasks as per users, status, clients and dates.
Client Activities and Logs
1. Client’s Visits, Phone Calls, Emails would be treated as Client activities.
2. A log would be maintained for all client activities with activity details and description.
Some more details about the Log and Invoicing would be provided later after the project assignment.
We will pay 10% advance to get you started.
Rest would be paid on the completion for each of these sections:
15% on ‘Customer management’ Completion
15% on ‘Invoicing’ Completion
15% on ‘Task Management’ Completion
10% on ‘Documents Management’ Completion
15% on ‘Application Admin’ Completion
10% on ‘Client Activities and Communication’ Completion
Rest 10% would be paid on the Final delivery of every thing.
Completion of every section includes the following stuff for that section:
Compilable source code
Fully working section with GUI
Each section should be workable individually without depending on any other section’s completion.
We will complete customer management module with its GUI, Database and it should be workable.
Next we will handle Invoicing by appending tables in to the existing Database but GUI would be independent.
Same way we will build all other sections.
Once completed, they al would be linked by single windows form to call each of them individually yet it will look like a complete application.