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

 

Most Relevant Cases

News

Auriga’s Year in Review: Five Biggest Milestones of 2018

Auriga’s Year in Review: Five Biggest Milestones of 2018

The year is quickly coming to an end, and 2019 is about to start. There is always something magical about the start of a new

Warmest Seasons Greetings from Auriga

Our warmest thoughts and best wishes for a wonderful holiday and a very happy new year! Wishing you a season of joy and looking forward...

Auriga Baltics Gets Funded to Develop Employee Competence

Auriga Baltics, Auriga’s engineering center in Vilnius (Lithuania), is currently implementing a project funded by the European Social Fund "Employee Training and Improvement of Specific...