Kaushik Patel

CASE STUDY EZ Collateral | Client is based in United States of America and involved in providing web based solutions to educational institutes to simplify their process and operation. They have a team of people, passionate to provide cutting edge technology for Child Protection Workers. 1 EZ Collateral CASE STUDY BUSINESS BENEFITS Application helped educational institutes to get rid of their lot of paper work, chasing agencies for status and provide updates to applicant. This online portal made entire process automated and hassle-free. No more phone call reminders chasing paperwork required. System sends gentle reminders for on behalf of them- leaving more time for client to connect with their customers. THE VISION Vision to create this application was to make collecting information from teachers, doctors, and employers easier. Client witnessed the “Collateral Contact/Sources of Verification” process and came to conclusion that it’s time to automate the process. Client had a clear vision for a perfect application that merged form and function-with ease and access. In other words, our technology was created because we believe it’s way more important to spend time with clients, and case plan- than it is begging people to complete paperwork Client’s daily mission is to provide Child Protection Workers access to workflow technology that promotes, supports, and enhances communication between them and schools, doctor’s offices, employment agencies, and other organizations directly involved with their clients. 2 EZ Collateral CASE STUDY THE CHALLENGE In order to get the maximum utilization of the intended solution, client decided to have full transparency in the system to assure collateral creation and proper transition between recipient agency and state. Currently they have to work paper process which is time consuming and could not track the details for recipient or users. To meet the client expectation, following standards were to be considered.  Provide performance efficient solution to deal with several concurrent users on the system.  Provide very user friendly design and application flow for end users considering their basic knowledge of internet technologies.  Scalable solution which can be upgraded or downgraded on cloud very easily to adapt user load as needed. 3 EZ Collateral CASE STUDY KARMSOFT’S OFFERINGS KarmSoft developed a web application, to automate the paper based process in a way that it will be very simple and easy for end users and will also reduce the turnaround time drastically. We added notifications at various action and events which will remind various stack holders to take appropriate actions immediately. System will provide some key features as listed below. ADMIN SECTION Manage Users: Administrator can see all the registered user details and can deactivate or block user in the case of complains or suspicious activity reported. Reports: Administrator can see all reports related to collateral. Support Ticket Management: Support team can see all the support tickets and rectify it accordingly with the help of several screens created to validate user’s complaint. Feedback Management: Administrator can see all the feedback given by users. Email Template Management: Administrator can manage email template. These email will be sent to users as per the collateral action and account activation. 4 EZ Collateral CASE STUDY USER SECTION Manage Users: If user has admin or supervisor access then they can their allocated user details. Manage Recipient: User can manage recipient details. User can select and recipient during send collateral. Send Collateral: User can send Medical, Employee reference and school collateral to the recipient for specific child or person. User has to define person name, date of birth and associate recipient from the agency. User can create collateral from old completed collateral. Manage Collateral: Recipient can provide the details for collateral with document. Once the collateral complete, collateral creator get email notification. If any time the details are not proper then user can resent same collateral. Complain/Support: In the case of any dispute or other help, user can raise support ticket which will be handled and rectified by support team. 5 EZ Collateral CASE STUDY TOOLS TECHNOLOGIES DEVELOPMENT TOOL Microsoft Visual Studio ARCHITECTURE MVC DATABASE Microsoft SQL Server WEB SERVER IIS TOOLS & TECHNOLOGY Microsoft .NET Framework, C#, ADO.Net THE FINAL WORD I would like to express my satisfaction with karmsoft, I have worked with them for this project and every time they have exceeded my expectations, delivering project milestones on time and also providing me with excellent after sales support. 6 w w w . k a r m s o f t . c o m EZ Collateral CASE STUDY