Closed

Architect and lead a dev team to create a multitenant SaaS app using jBPM or Camunda

Core:

⦁ Configurable Workflow management - System will have Standard

default process flows defined by default and can be used as is or can be

configured as per individual advisor requirement

⦁ web+mobile or even a Responsive Web App

⦁ Multi tenant database – each user's data is isolated and remains

invisible to other user

⦁ All functionality exposed as Rest APIs for integrating with

internal systems and vendor applications

⦁ Integration with CRM (vTiger)

System needs to be

⦁ Scalable

⦁ Configurable and easy to upgrade or add new modules and functions

⦁ Flexible and easy to integrate with vendor APIs like cvlkar, UUID,

and other financial services

⦁ Architecture need to take care of basic things like Single sign in

for multiple applications, role based access, data security, audit

logging, API management, system integration, rule engine…..

⦁ Secure

The scope can be expanded to include

⦁ CRM implementation (prospect management, customer management,

ticketing…..)

⦁ Document management and versioning

Business: Wealth Advisory services to advise 'High Net Worth' individuals with financial planning and investment planning. The investment planning and advise covers all investment products including stocks, bonds, term deposits, insurance, real estate, bullion etc.

Current need: A CRM and customer engagement process workflow automation for their Investment Advisers to

acquire new clients,

provide advice to existing clients (the advice needs to be documented and recorded for compliance purposes),

and engage with existing customers by sending them relevant content, reminders, greetings etc.

at present they have about 100 employees and plan to offer the workflow automation as a SaaS platform to independent advisers or even to other Wealth Advisory companies.

There also needs to be a customer facing area where the customers would be able to

Login

See their financial investment status via a dashboard

Interact with their adviser

Pay fees and charges online

The number of customers is around 500 now but could be very large when they go into the SaaS model and bring on board independent advisers and other companies.

Skills: CRM, Database Programming, MySQL, Software Architecture

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About the Employer:
( 1 review ) Pune, India

Project ID: #16214955

7 freelancers are bidding on average ₹2817/hour for this job

radus28

Hi I am experienced as TeamManager, TechLead and DevOps. I am currently working with vtiger7 extension/plugin developers from Europe and Australia. Also I am the architect of few significant federal Projects. More

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abhilashrana01

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rkatoch

*** Expertise in Microsoft Technologies( ASP.NET,C#, MVC, MSSQL, having 10+ years experience)*** Hello Dear, I have read your requirements for CRM, Database Programming, MySQL, Software Architecture I have 10 More

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sudhanshu2120

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paulpog

I have 30 years experience in IT, including Development in startups, multi-tenancy SaaS, and am an AWS certified solutions architect. my most recent engagement was at ThoughtWorks.

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digitalmarket12

We are a skilled Software Architecture, focusing on customer experience and continuous delivery by following the Agile methodology to be the best.

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Xbald

I have wide experience in microservices creation, with security and multitenancy (spring based) Hand on experience in creation customer WebAPIs and core functionality of telecom and banking systems Working with diffe More

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