Client Management Dashboard Prototype

Open
Chmltech Ltd.
Maple Ridge, British Columbia, Canada
Quak Foo Lee
Quak Foo Lee He / Him
CEO
(3)
4
Project
Academic experience
120 hours per learner
Learner
Anywhere
Intermediate level

Project scope

Categories
UI design UX design Website development Software development Databases
Skills
setting appointments consulting database management web development user interface (ui) user interface (ui) design management customer relationship management
Details

Chmltech Ltd. is seeking to develop a web-based CRM platform tailored for consulting firms to efficiently manage their client interactions and data. The goal of this project is to create a prototype of a client management dashboard that allows users to track client information, manage appointments, and generate basic reports. This project will enable learners to apply their knowledge of web development, user interface design, and database management. The project will focus on creating a user-friendly interface that simplifies client management tasks and enhances productivity for consulting firms. Key features to be developed include client profiles, appointment scheduling, and a reporting module. The project is designed to be completed by a team of learners specializing in web development and design, ensuring a cohesive skill set.

Deliverables

The project deliverables include a functional prototype of the client management dashboard, complete with user interface designs and basic functionality for client profiles, appointment scheduling, and reporting. Additionally, documentation detailing the design process, user interface considerations, and technical specifications will be provided. The prototype should be fully navigable and demonstrate the core features intended for the final CRM platform.

Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

About the company

Company
Maple Ridge, British Columbia, Canada
2 - 10 employees
Business & management

Chmltech Ltd. is a distinguished business and technology consultancy specializing in Artificial Intelligence (AI) and Machine Learning (ML). Since our founding in 2008, we have been dedicated to transforming businesses by integrating advanced AI and ML technologies. Our expertise lies in crafting tailored solutions that leverage the power of intelligent algorithms to solve complex business challenges and enhance operational efficiency.