The purpose of the project was to establish a Customer Relationship Management (CRM) system
for managing relationships with customers and partners as a central registry, and system integration
with retail outlets, in order to build loyalty programs. The system includes the following
functionality:
Recording data about partners
Recording contacts and their relationships with
partners
Recording data about customers
Recording information about the products
Integration with stores / pharmacies
Recording data about marketing promotions and
sweepstakes
Tracking of the complete history of communication and
activities for each partner and contact, with support for monitoring all aspects of communication
Analysis of data, reporting on data entered,
including views of historical data
The system had to be integrated into the existing IT infrastructure of the client and had to
support the following technological capabilities:
A high number of users
Integration with existing directory services and
automatic sign-on to the system using the existing user name (single sign-on)
Possibility of defining roles and levels of access
rights for individual users, in order to protect confidential and sensitive information that may appear
in the system
Integration with the existing email system and the
user’s work environment (Microsoft Office Outlook)
Project Activities
Business process analysis and documentation
Documentation of system technical and functional requirements
Design and development of web-based system to support the business processes
Testing and implementation of CRM system
Training of system users
Support and maintenance of the system since implementation
