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ERP

Empower business operations with a
flexible and scalable ERP solution.

Empower business operations with a flexible and scalable ERP solution.

UX/UI design, ERP software solution

Mutual Fund Investment Platform
Industry

Enterprise

Platforms

Web application

Numbers

25+ Companies onboard, 100+ Projects managing

The project

Partner for easing enterprises' day-to-day business operations

Mutual Fund Investment Platform

The platform assists in automating business operations by integrating a system with real-time information and greater transparency. While developing the ERP solutions, we deeply analyse the client’s business operations and needs. Evoqins has developed by selecting the appropriate tech stack like React JS, Next JS, and Python.

Evoqins provides a comprehensive ERP solution that streamlines business operations, improves efficiency, and enhances the company's overall performance. In addition, we incorporated essential features like workflow automation, finance, inventory, sales, project, and customer management so that our clients can manage their operations across multiple departments and entities.

The design

Wireframe & interface design

Mutual Fund Investment Platform

Key features

Features implemented based on extensive user research

Mutual Fund Investment Platform

Financial and inventory management

  • Tools for managing accounting, budgeting, invoicing, and other financial processes.
  • Financial transactions, including accounts payable, receivable, general ledger, and financial reporting.
  • Track inventory levels, monitor stock movements, and provide alerts for shortages of stocks.
  • Manage orders by getting real-time data on order status, shipping details, and customer information.

Sales and customer relationship management

  • Supervise sales processes, including CRM, order management, pricing, and optimizing sales strategies.
  • To allocate resources and get live information on sales data, like sales history and trends.
  • Handle customer data like contact details, purchase history, and customer preferences.
  • Automate marketing operations like lead generation, email marketing, and social media marketing.
Mutual Fund Investment Platform
Mutual Fund Investment Platform

Data analytics and reporting system

  • Track key customer metrics like customer acquisition, retention, and satisfaction.
  • Identify areas to improve and optimize business processes through CRM strategies.
  • Get insights into business performance and operational metrics to make informed business decisions.
  • Customizable dashboards to monitor sales performance and other critical business data.

Human resource and project management

  • Manage HR processes like employee records, payroll, benefits, leave, and attendance.
  • Store employee information like personal details, job history, and performance reviews.
  • Generate reports and analytics on projects, including progress, status, budget, and resource utilization.
  • Identify, assess, and mitigate project risks, including issues related to scope, schedule, cost, quality, and stakeholders.
Mutual Fund Investment Platform

Add-on features

Features that we implemented as add-ons

Business intelligence

Business intelligence

Sales automation

Sales automation

Workflow automation

Workflow automation

Quality control

Quality control

Personalized dashboards

Personalized dashboards

Reporting  analytics

Reporting analytics

Time & attendance management

Time & attendance management

Recruiting & onboarding

Recruiting & onboarding

Employee data management

Employee data management

Operational reporting

Operational reporting

The process

6 phases of innovating a digital product

The first step is transforming the product idea into a business vision, from gathering information to doing deep research for a better understanding of the concept. We will help you do discovery, requirement analysis, and market study by defining the KPI for the project to deliver an excellent application for your customers. We will create a full-proof blueprint to make your business vision.

Our crew defines the page as a user-friendly interface that shapes your product idea into a functional prototype. We start the process by drawing a concept plan and prioritising features based on real-time customer feedback. In addition, we build the design concepts to validate them as an optimal experience for targeted users. It consists of user requirements, navigation, information architecture, and usability.

Our services establish your vision of the product by adhering to reliability, performance, and customer expectation. The code review strategy ensures a fine-tuned product from its core and provides detailed recommendations to optimize the product according to your requirements. Your product will deliver a seamless user experience without security or optimization stress.

Our product design strategy is based on deep research of your targeted audience. This strategy helps our crew to design an attractive and eye-catching user interface that provides memorable user experiences. We assist you in designing a simple and easy-to-use application to build a solid customer base for your business by evoking the customer’s feelings through user experience factors in wireframes.

While adhering to sprint planning and agile methodologies, our developers use the latest technologies and frameworks to develop ready-to-use applications. They further integrate the front end of the products with the back end, enabling interaction between data, applications, and devices, using webHooks, WebSockets, and restful API.

Before releasing the application, our crew will process it through rigorous testing to ensure the performance, accessibility, scalability, and security of the developed product. Even after the product's release, our team will provide support like timely maintenance, security patches, tools, plugins, framework degradation, improvement for existing modules, and adding new features for functionality.

The first step is transforming the product idea into a business vision, from gathering information to doing deep research for a better understanding of the concept. We will help you do discovery, requirement analysis, and market study by defining the KPI for the project to deliver an excellent application for your customers. We will create a full-proof blueprint to make your business vision.

Our product design strategy is based on deep research of your targeted audience. This strategy helps our crew to design an attractive and eye-catching user interface that provides memorable user experiences. We assist you in designing a simple and easy-to-use application to build a solid customer base for your business by evoking the customer’s feelings through user experience factors in wireframes.

Our crew defines the page as a user-friendly interface that shapes your product idea into a functional prototype. We start the process by drawing a concept plan and prioritising features based on real-time customer feedback. In addition, we build the design concepts to validate them as an optimal experience for targeted users. It consists of user requirements, navigation, information architecture, and usability.

While adhering to sprint planning and agile methodologies, our developers use the latest technologies and frameworks to develop ready-to-use applications. They further integrate the front end of the products with the back end, enabling interaction between data, applications, and devices, using webHooks, WebSockets, and restful API.

Our services establish your vision of the product by adhering to reliability, performance, and customer expectation. The code review strategy ensures a fine-tuned product from its core and provides detailed recommendations to optimize the product according to your requirements. Your product will deliver a seamless user experience without security or optimization stress.

Before releasing the application, our crew will process it through rigorous testing to ensure the performance, accessibility, scalability, and security of the developed product. Even after the product's release, our team will provide support like timely maintenance, security patches, tools, plugins, framework degradation, improvement for existing modules, and adding new features for functionality.

Enquiry

Let’s discuss your idea

Evoqins a software development company
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