Complex Data Management Solution for Growing Contact Network

In response to the growing demand for efficient contact management solutions, our client wanted to develop a comprehensive platform catering to potential employers’ and employees’ needs. This new system aimed to address the challenges of scalability and reliability, crucial for handling large volumes of data and facilitating communication through calls and emails.

In the article, we share the Agiliway team’s experience in expanding the client’s solution for growing contact networks with additional functionality using Node.js, Express, Prisma, and React.

Project Background

The project’s core objective was to build a dynamic environment for managing contacts and ensuring seamless interactions among users. Key challenges included:

• Data Collection: Establishing mechanisms for collecting contact information into the system, which could be done manually, via CSV uploads, or utilizing third-party services like Apollo, PhantomBuster, Onboarding, and Webflow forms.
• Scalability and Flexibility: Designing the platform to be scalable and flexible enough to handle various tasks associated with contact management, such as fetching data from different sources, integrating with external tools like Outlook, and facilitating invoicing processes.
• Integration with Twilio: Enabling seamless integration with Twilio to facilitate communication functionalities within the platform.

What Solutions Were Provided to the Client

To address the above challenges, the Agiliway development team implemented the following solutions:

• The platform features multiple tabs showcasing all contacts added to the system. Users can create workspaces and categorize contacts within these spaces. Owners of workspaces can invite others, expanding their professional networks while ensuring data privacy within each workspace.
• Users can create templates tailored for individual contacts or companies. These templates can incorporate specific criteria for filtering and organizing information.
• A dedicated tab allows users to create questionnaires and other documents for distribution via email, enhancing communication and collaboration capabilities.
• By using Xero it’s now possible to create draft Invoices from the system and to see the list of invoices.
• Leveraging Ant Design library templates, functional tables were developed, enabling users to manipulate data with ease. Features such as drag-and-drop functionality and extensive editing options enhance usability and efficiency.
• Integration with Twilio enables users to make calls and send messages directly from the platform, fostering real-time communication and engagement.
• Owing to extensive experience, the Agiliway development team managed to provide scalable architecture and flexible design that allowed the platform to grow with the client’s needs, ensuring long-term viability and adaptability in a dynamic business environment.

Delivered Results

The implemented solution not only addressed the client’s initial challenges but also delivered significant benefits in productivity, networking, and data organization. Our team’s extensive experience ensured the provision of scalable architecture and flexible design, allowing the platform to evolve with the client’s needs. This adaptability ensures long-term viability in a dynamic business environment.

If you need help building a solution that will boost your business, contact us and we will consult on the best options tailored to your needs and requirements.