Business Budgeting Software for Consulting Firm

Client

A US-based non-profit institute doing research and providing consultations in public health management

Industry

Healthcare

Services

Software Development

Tech

React.js, Java 11, Spring (Boot, Data, Security), PostgreSQL, AWS

Challenge

An international public health management consultancy was struggling to track its projects and spending accurately. Using Excel spreadsheets and emails to enter data manually was a painstaking process wrought with human error. Project delays and budget overruns were quite common. A lack of cohesion led to inconsistent reporting practices. They wanted to build a high-tech solution that would make budget management an easy task for their 1,000 employees. They, however, needed custom business budgeting software tailored to their unique business processes. The client turned to ITRex for help.

Our task was to:

●

Provide a business analyst to elicit requirements for the client’s business budgeting software

●

Design architecture and build the front end and back end

●

Set up and maintain a reliable cloud infrastructure using DevOps

●

Implement a robust strategy for roles and permissions management

●

Integrate the business budgeting software with 3rd-party tools

●

Run exhaustive testing, from smoke, functional, and UX/UI to cross-browser and platform testing

Solution

A powerful yet simple to use web-based business budgeting application with a comprehensive set of features that has automated and consolidated budgeting processes across the organization. The solution combines the following functionality:

●

Project management functionality that allows project managers to set up/update projects, assign them to employees, allocate budgets based on in-built questionnaires, attach documents, and customize billing settings. It also allows them to track actual vs. budgeted expenses and run a “what-if” analysis. On the project staff-side, this module shows employees a list of assigned projects, including timelines, status, and actions that can be performed on the project

●

Email reminders of actions awaited on a project

●

Dashboard with different views depending on the user role which displays an array of project information, including pending tasks, spent vs. left time to complete a project, actual vs. budgeted spend, and much more

●

Reporting functionality enabling teams to stay on top of their projects and manage stakeholders’ expectations with minimal effort

●

Admin panel for user management and fiscal year setup. It is also integrated with the accounting tool CostPoint and the HR platform ADP for importing project data, cost details, and employee data

●

Roles and permissions management mechanism

●

Single sign-on for users to use the same credentials when logging via multiple systems