Custom ERP For Translation Services & Project Management
Timeline: 18 Months| Country: Norway
Project Brief
This custom-built ERP and project management system is designed specifically for translation service providers to streamline their workflow, from managing translation and proofreading projects to handling staff, freelancers, clients, invoices, and detailed reporting. The platform provides an end-to-end solution for tracking projects, assigning tasks, monitoring progress, and automating administrative processes.
With a dynamic dashboard, the system gives users real-time visibility into project statuses, deadlines, and pending tasks. It efficiently manages both internal staff and external freelancers, ensuring seamless collaboration. Additionally, the platform includes a comprehensive knowledge base for company updates, policies, and shared resources, enhancing internal communication and training.
By integrating robust project tracking, financial management, and automated invoicing, this ERP empowers translation businesses to optimize efficiency, reduce manual efforts, and maintain high-quality service delivery.
Business Need
- The client, a translation service provider, needed a comprehensive ERP system to manage their expanding business operations efficiently. Their existing workflow relied on multiple disconnected tools, leading to difficulties in tracking projects, handling invoices, and managing internal and external resources. A lack of centralized project visibility resulted in inefficiencies, delays, and missed deadlines.
- To solve these challenges, the client sought a custom-built solution tailored to their industry-specific needs. The goal was to create an all-in-one platform that could seamlessly track translation and proofreading projects, assign tasks to freelancers, automate invoicing, and generate detailed reports for financial and operational insights. Additionally, the client required a knowledge base to store internal documentation, company updates, and training materials to keep their team informed.
- The platform needed to be scalable, secure, and user-friendly, allowing the translation company to grow without worrying about process inefficiencies. By automating key operations and ensuring real-time collaboration between project managers, translators, and clients, the system aimed to enhance productivity and service quality.
Technologies
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Php
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Mysql
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Angular
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S3 Bucket
Start now with a pre-vetted developers.
Challenges
- The client faced difficulties in tracking project statuses, progress, and pending approvals across multiple translation jobs, leadiimobileng to mismanagement and missed deadlines.
- Assigning the right projects to internal translators and external freelancers was a manual and time-consuming process. Tracking their workload and availability was also inefficient.
- The client struggled with managing invoices, tracking payments, and generating financial reports, leading to delayed transactions and revenue loss.
- Communication between project managers, clients, and freelancers was disorganized, leading to inefficiencies and misunderstandings.
Solution By Kanhsoft
- The system provides a centralized dashboard displaying real-time project statuses, including categories such as "In Progress," "QA Ready," "PM Ready," and "Missing PO." This ensures clear tracking and smooth project flow.
- The platform includes a dedicated resource management module, categorizing internal and external resources, automating freelancer assignments, and tracking project progress in real time.
- The automated invoicing module with tax system streamlines billing, allowing users to generate invoices, track outstanding payments, and manage financial transactions within the platform.
- The email integration feature allows users to send and receive messages directly from the platform, ensuring smooth collaboration and transparency in project communications.
Key Features
- A centralized dashboard displaying real-time project statuses with automated updates and customizable filters.
- Manage internal employees and freelancers with detailed profiles, skill tracking, and workload monitoring.
- Centralized client management with project history, secure document exchange, and a client portal.
- Create projects, assign tasks, automate workflows, and track progress at each stage.
- Auto-generate invoices based on predefined rates and integrate with multiple payment gateways.
- Supports multi-currency transactions and automated tax calculations for global operations.
- Store company updates, policies, training materials, and shared resources in the knowledge base section.
- Communicate directly within the platform to enhance coordination between project managers, clients, and freelancers.
- Generate business performance reports, revenue tracking, and expense summaries.
- Dedicated freelancer login with access to projects, earnings, invoices, and performance reports.
- Organize documents into structured folders, linking files directly to specific projects for easy access and version control.