Cohort 6 Production is a web development company focuses on helping SMEs to increase revenue and profit by offering web/app development services. This case was created as part of the automation project where I built a cost-effective, lightweight CRM for Cohort 6 Product to streamline their sales operation.
I designed the process and implemented the automation
Pitching clients and managing project quotations are time-consuming and onerous, especially when the team is focusing on value-adding business activities, C6P wanted a CRM with automated document management functionality that helps them streamline their sales process.
As to keep the system simple, here are the business requirements.
In order to identify what I need to build, I created a flow diagram of the business process to identify where in the process the user needs to interact with the system, and what kind of results the user can expect at the end of the operation.
The project was a success, not only it helps Cohort 6 Productions get their feet off the ground, but it is also a great way to introduce Google Script to the business, where business can leverage the power of Google's API to solve all kinds of business problems without investing into bespoke systems that build from scratch.
Some key takeaways from this project are: