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Vtiger CRM Development for Transcription and Miscellaneous Job Processing

1. We are requesting you to use VTiger to create a production workflow for our production team. We expressed that we will use Vtiger CRM to take the sales order from our client. Once the order is inside our company, the order would flow to the production team to perform the work.

2. Each order consists of a product that we sold, which includes the type (difficulty) work, the length of the job, and the expected due time-the clock, A.K.A turn-around-time (TAT). These are typical parameters for every product that we sell.

3. Once the workflow receives that order from sales, it should look up in Vtiger to find the production team members and their schedules to match up with the job/order requirements.

4. Once the team member/agent is found, the workflow will automatically assign the work load based on his/her skills set/ranking and his/her capacity. And the clock will start. While the job is in progress, we should be able to measure their performance. For example: Agent A can type 100 word per minute, and the document is 5000 words, a simple calculation will show the real-time performance/dashboard for us to measure their productivity.

5. Once all jobs are assigned to various agents, we will monitor their productivity via a dashboard with some kind of coloring scheme. Green for on time, yellow for warning signal when the job is slower then expected turn-around-time, and red for escalation. In an event, that the production is stopped for any reason or by an agent, an alarm/alert should go in to attention mode and sends email to the appropriate manager for escalation. Once the manager receives an escalation, he/she will have the ability to re-assign the job to the next agent.

6. There should be a production calendar. We will enter all agents information and their work hour availability in the CRM. The production schedule is used to show how many agents available in a month and how much production they can perform based on their skill set and ranking. I assume that we can create a few custom fields in the user profile to achieve this part.

7. We want to see the details of each job which includes cost per task, cost per agent per hour and total of their production.

8. Once the agents are done with the production, the work flow should put the job into a QA bucket/bin, again, the job needs to be re-assigned to a QA Specialist, similar to the agent’s ranking, the QA will have his/her own ranking. Once the QA part is done, the job is now to send back to the client and mark as done.

Please create an option to bypass QA with the approval of the Manager.

9. Once the job is done, the job should go back to accounting to create an invoice.

10. Modify Vitger layout to have our logo and custom feel of proprietary system instead of Vtiger.

11. We’d like to have the ability to generate reports that can specify one or all of the outputs listed in this email. From here an excel spreadsheet will be created based on our requested information.

Skills: PHP, Software Architecture, vTiger

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( 0 reviews ) United States

Project ID: #4661134

12 freelancers are bidding on average $712 for this job

gopalvora

Hi ready to start Thanks

$515 USD in 14 days
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hunterboss

Dear partner. Please check your PMB to see my plan

$500 USD in 12 days
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auriclesoft09

Dear Sir, Expertise in Open Source/CRM/ERP/POS/EMR/DMS/CMS/ANDROID/Custom Solutions/Web designing. We do customization as per your requirements. With a good Profile in Freelancer and experience of over seven years in More

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precioussoftware

Hello, we will provide the winning edge to this project by leveraging our Business-to-IT Connect and deeply committed people. Kindly check your personal message box for more details.

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miniric3

Kia ora! [url removed, login to view] are a NZ based web and software design company who have seen you here on the freelance market and are really excited about working with you and treating you to the full service, professional ex More

$721 USD in 21 days
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4.9
abusayed2004

I can do it... I have done vtiger project before....

$1578 USD in 10 days
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4.8
otssolutions01

Hi, We are a 10 year old professional IT software company. We would like to work on this project. Please find more details in your PMB. Thanks.

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4.7
radus28

I am ready to do this job. Please check the Private next to this message for further details

$694 USD in 30 days
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4.6
annaijobs

Hi, I take this opportunity to introduce myself. My name is Jeni and I am the BusinessDevelopment Executive of annaijobs. Understanding: 1. To work on vtiger CRM development. The quote would be 721 USD and 25 More

$721 USD in 25 days
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webdevit

vtiger/vrm/php team

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2.6
Indiandev2012

Please check the [url removed, login to view]

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mikelee89

Hi Sir/Ma'am I have loads of experience in vtiger,wordpress, php. I have also secured top 20% on test of php by Odesk. Emphasis on quality and timely delivery. Regards Arpit Vaish

$555 USD in 3 days
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revati111

This is Revathi having 5years of experience in vtiger CRM customization and developing new modules, adding new functionalities.. I have gone through your requirements and I have following question: How the work wil More

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