The document outlines the development of a web-based CRM application designed for a sales department, featuring modules like contact management, opportunity details, alerts, and a dashboard with interactive graphs. It emphasizes security through user role access limitations and data encryption, while also detailing the technologies used and development challenges faced. The application was completed within four months and incorporates a robust architecture and customizable features to enhance user experience.

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Case Study
Web–Based CRM Application with Interactive
Graphs

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Client wanted to develop a web-based CRM application for its entire sales department to track and
record all the activities moving around sales. This is an interactive and customizable application
having important modules as follows:
Contact Management: This module stores all the details related to the potential customers and
provides the ability to create, modify and remove the detailed interaction log with the contact. The
user can also scan the business card of any contact, attach related document and can add custom
field into the application.
Opportunity Details: Companies usually mark ‘confirmed leads’ as ‘opportunities’. The user has
the option to add, edit or delete an opportunity based upon access rights and permissions
assigned. The user can also search a particular opportunity and can record information such as hit
ratio, contacts, opportunity details etc.
Alerts and Reminders: This module runs independently and can be associated with the rest of
the modules in the application. The user can set reminders and alerts for anything across the
system.
Dashboard: The application dashboard is a crucial part as it gives a collaborated view of all the
important activities. It enables users to view and understand the statistics promptly. It comprises
of four types of graphs like Hit Graph, Scheduler Graph, Contacts Graph And Opportunities Graph
neatly placed for better and quick understanding.
Apart from the above, the system also includes quick links inside each module which provides
ease of access to frequently used links. It also has a feature called “Last Viewed” which shows the
last 5 accessed modules.
For security purpose access limitation has been applied across the system. Also, the entire contact
data remains encrypted in the system which ensures zero information theft. The system provides
access to five type of users having different roles and they can access the system accordingly as
follows:
User A: Director has access to all the information in the system. He also has access to other
Director users in the company.
User B: User B refers to the Sales Manager group. This type of users have access to their
information and the information used by their and added by their subordinates or group C users.
User C: This refers to Sales Representatives and they have restricted access to the high level
information.
User D: D types of users are Admin people. They can create other users, grant rights to them,
restrict access and provide a role to each user.
User E: User E defines the role of a Secretary. They have access to Director-level information and
can add/edit/update information on behalf of the Directors.
Client Requirement

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Technologies Used
Manpower
Operating System &
Server Management
Windows OS, Multi-Server Architecture with Staging & Production
Environment through Version Controlling releases, Server
Optimization, Security & SSL Implementation, Scheduler for Back-ups,
Alert Monitoring System Integration, Server Performance Tuning at
regular intervals, Software Firewall Configuration & Maintenance
Development Tools &
Environments
Groovy, Apache OFBiz Framework, Eclipse Indigo, CSS, JavaScript,
HTML, SVN, Hibernate, Struts, Beanshells etc.
Database MYSQL Database Server, DB Clustering, DB Optimization, Master
Slave Replication, Query Optimization, Scheduler for Backups
Project Leader 1
Developers 3
Designers 1
Quality Assurance Testers 1
Project Challenges
The challenges faced were:
 Providing user accessibility, creating different roles and authorizing them.
 Encoding and decoding all the primary contact information across the system.
 Developing graphical dashboards came as a challenge to the team. Depicting various
types of interactive charts over the Dashboard was an intricate task.
 Setting up of independent Alerts & Reminders module using cronjob was difficult too.
 Creating a dynamic site against the basic nature of Apache OFBiz framework which
provides little or no dynamicity.

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Planning
Keeping in mind the structure of the website and the challenges involved, a four-tier
development approach was adopted consisting of:
 The Database layer containing MYSQL Server Database, Tables, Stored Procedures and so
on.
 The Interface layer and Database Abstraction layer for converting data between
incompatible type systems in databases and accessing data from the database respectively.
 The Business Logic layer consisting of all the business logic procedures for interactive
modules.
 The User Interface layer which forms the Graphical User Interface of the website.
Architecture
Development Highlights
The site was equipped with a robust architecture to offer centralized access to multiple users.
Customizable viewing options were designed to enhance user experience and allow personalization.
Access control and other security measures were applied on primary level to protect the data from
theft and misuse. Third-party tool, Jasperchart was integrated for the use of Flash on the
Dashboard. The web application was developed according to the latest web standards.
For timely delivery, we specifically used Ant-build framework for rapid application development.
The system makes extensive use of the APIs such as Velocity for multiple template access. The
interface was made easily navigable through the judicious use of HTML and CSS controls. The site
was developed and fully functional within a span of 4 months.