Reporting and Workflow Automation

CASE STUDY

Reporting and Workflow Automation

customization   ·    enterprise   ·    PHP   ·    SugarCRM

Scope

Auriga was contracted to set up an automatic report generation in SugarCRM and delivery to certain e-mail addresses, with a pre-defined regularity.

Projects Highlights

Auto-sent emails to the top management and opportunity owners.

Customized reports features.

Automated reporting on weekly/monthly/quarterly basis.

Automated highlighting mechanism.

Smart search and filtering functionality implemented.

Enhanced visualization tools: tables, graphs, charts.

Achieved Benefits

Workload decreased twofold.

Clear up-to-date insights on sales dynamics.

Vast customization options to get essential data for meetings and decision making.

Technologies

SugarCRM ·  PHP ·  Transact SQL

 

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