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ERP System for Security and Patrol Services Provider

Streamlining surveillance installations, emergency responses, patrol scheduling, and incident reporting

Client

Our client was a provider of security solutions catering to both private individuals (their properties) and enterprises (commercial facilities). Their services encompassed the installation of surveillance systems, emergency call button setups, rapid threat response, scheduled patrol visits, continuous patrolling of premises, and urgent responses.

5 months

Project duration

CHALLENGES

  • Managing a diverse range of security services efficiently.
  • Handling emergency call entries and rapid response coordination.
  • Ensuring accurate accounting for weapons and other critical assets.
  • Educating and training employees effectively.
  • Supporting multi-language communication for a diverse client base.
  • Simplifying document management and invoicing processes.
  • Integrating various functions into a cohesive system to enhance productivity.

CORE FEATURES WE IMPLEMENTED

Security service product configuration
Online request system for security services
Comprehensive incident reporting and management
Creation and management of security guards and their types
CRM integration for lead and pipeline management
Detailed scheduling and timing for security guards
Management of security guard training and questionnaires
Sales order and shift management
Recruitment management for security personnel
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USER SCENARIOS

  • Security Manager: Manages guard types, questionnaires, training, and guard shifts.
  • Customer: Submits service requests online, or within the urgency system.
  • Sales Manager: Configures security services, converts leads into sales quotations, confirms orders, and creates new projects.
  • Security Officer: Inputs and manages guard information, personal schedules, incident reports, and prints identity cards.
  • Recruitment Officer: Adds new guards via recruitment applications when needed.
  • Accountant: Validates and posts customer invoices, handling standard invoicing processes.

TEAM COMPOSITION

1 Project Manager
1 Business Analyst
3 Open-Source Full-stack Developers
1 QA Specialist
1 Solution Architect

Demonstration

Interested in seeing our solution in action? Feel free to inquire!

LEAVE REQUEST

COOPERATION MODEL

We used an agile development model, collaborating closely with the client to refine the ERP system based on feedback.

Regular meetings ensured alignment with the client’s goals and timelines.

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RESULTS WE ACHIEVED

Streamlined Workflow

Streamlined security service management from request to deployment

Process Automation

Enhanced client relationship management with automated processes

Improved Management

Improved incident reporting and guard scheduling

Simplified Billing

Simplified invoicing and document management

Enhenced Training

Better training and education for security personnel

Emergency Response

Effective management of critical assets and rapid emergency response

Improved Support

Multi-language support facilitated broader client communication