Dynamics Community Forum Thread Details

CRM/ERP development; Azure, COTS, & ESRI .........HELP

Hello Hao,

Thank you for responding. I have a company that is still in the start up mode because we do not have the automated processes to grow in our industry: Security and Transportation. I'm looking to keep the cost low by automating as many processes as possible and let people in specific rolls fill in the data: Client, General overall manager (me), Operations manager (my partner who works in the field), Employee's and potential employees. Eventually, I would like to add an accountant and customer relations person but for now that is me.

I need three portals: clients, management (me and my partner for now) and employees/potential employees.

Clients Roll- Clients will use a CRM to fill in their PII, payment and request. They may then look at the available employees qualified to fulfill their request (i.e., bodyguard, armed or unarmed security guard, employee termination, concierge security, private driver, etc). Some clients will call for an employee to work a regular shift or a one off job. Sometimes the one off job may be short notice to us and the employee.

Employees Roll-Individual employees working directly for Cachet will keep their availability schedule, skills, bio, certifications, license, etc up to date in our system. Partner companies in other service areas will also keep their insurance and employee profiles up to date in our system. At some point a client may need to either receive service in an area not directly covered by Cachet by covered by a partner company; or sometimes our partners work together on jobs consecutively or pass a client on to a partner company seamlessly from the clients point of view to another company in a different geographic area.

I am thinking that I would like to build this out on the ESRI platform (if not too expensive) because it is steady, scalable and can provide employee and client GPS locations to teams, their team leader and managers on a phone or dashboard.

Management Rolls- I'm hoping that by getting a COTS ERP to start, I can manage A/R, invoicing, deposits, A/P, deposit in the employees bank account, employee time management, (someday geofencing to know that the guard is on site at all times and moving), financial reports, HR, calendar to remind us of important expiration dates and renewal contracts or things like insurance and certifications (I'd like the employees to receive the same reminders.) and a general over view of the business and jobs current and forecasted. The operations manager should see the employees, certifications, credentials/ training, availability schedule and geo location from his dashboard. I'd like to keep a pathway open for success where someday we could grow big and need to have access to credentialing and legal violation databases to know when to suspend employees.

I know that I have big dreams and that big dreams can become expensive. That is why I am hoping that some of this is COTS and Azure (so that someday, I can understand the processes and know when they need updating). I need something that can get us going with a few employees but allow us to pre-vet and store qualification profiles of potential employees for jobs that I am soliciting. Later we can grow to work with partners in the system.

Please feel free to contact me directly at patty@cachetsecurity.com

Thank you for your interest and for looking at my problem.

Patty

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