Custom Customer Relationship Management Built with Ruby on Rails

Table of Contents Toggle OVERVIEWOBJECTIVESCHALLENGESSCOPE OF WORKRESULTSMain features of the application: OVERVIEW CMS project represents a pivotal initiative to modernize and optimize the daily operations of our client’s medical clinics. This comprehensive system is designed to centralize patient data, automate administrative tasks, and streamline clinical workflows from appointment scheduling to billing. By enhancing operational efficiency and providing a unified platform, the CMS aims to significantly improve patient experience, boost staff productivity, and ensure seamless, high-quality healthcare delivery. OBJECTIVES The primary objectives were to streamline all clinic operations, from patient check-in and appointment scheduling to billing and record keeping. A key goal was to enhance the overall patient experience by reducing wait times and providing convenient access to services. Additionally, the project aimed to improve data accuracy and accessibility for clinic staff, ensuring regulatory compliance and boosting staff productivity. CHALLENGES The customer, a growing network of medical clinics, was experiencing significant operational inefficiencies due to reliance on fragmented manual processes and disparate legacy systems. This led to long patient wait times, frequent scheduling conflicts, and errors in patient registration and billing. Furthermore, patient records were often fragmented or inaccessible in real-time, hindering comprehensive patient care and staff productivity. The lack of a centralized, integrated system made it challenging to manage inventory (medications, supplies), track financial performance, and ensure consistent compliance across multiple clinic locations. SCOPE OF WORK Recognizing the critical need to modernize and centralize their operations, the customer sought a partner to develop a comprehensive Clinic Management System (CMS). They specifically looked for expertise in building scalable, secure, and user-centric healthcare platforms that could automate workflows and integrate all clinic functions. The partnership with LTS Group was crucial to deliver a solution that would enhance operational efficiency, improve patient experience, and provide real-time insights for informed decision-making. RESULTS We propose a comprehensive and integrated Clinic Management System (CMS) designed to digitize and streamline every aspect of clinic operations. This solution will centralize patient data, automate administrative tasks, and optimize clinical workflows, leading to enhanced efficiency and patient satisfaction. The architecture will leverage a modern React.js Frontend, a robust Ruby on Rails Backend, and a scalable AWS infrastructure, ensuring a secure, high-performing, and reliable system. Clinic Management System Built with Ruby on Rails Main features of the application: Patient Registration & Management Doctor Registration & Management Electronic Medical Records (EMR)/Electronic Health Records (EHR) Billing & Invoicing Pharmacy & Inventory Management Laboratory Integration Reporting & Analytics Staff Management Patient Portal Prescription Management Appointment Scheduling

Table of Contents Toggle OVERVIEWOBJECTIVESCHALLENGESCUSTOMER’S NEEDSPROPOSED SOLUTIONCustom Customer Relationship Management Built with Ruby on RailsFEATURE OVERVIEWMain features of the application:Main features for service: OVERVIEW The Custom CRM built with Ruby on Rails project represents a strategic initiative to transform how our client manages its customer relationships and operational workflows. This comprehensive system is designed to centralize all customer data, from initial lead capture to post-sales support, providing a unified view of every customer interaction. By automating key sales, marketing, and customer service processes, Vantage CRM aims to significantly boost efficiency, enhance customer satisfaction, and drive sustainable business growth. It’s more than just a tool; it’s a foundation for building stronger, more profitable customer relationships. OBJECTIVES The primary objectives were to optimize the entire customer management process, from lead generation to post-sales support. A core goal was to elevate customer satisfaction by delivering personalized and efficient interactions. Additionally, the project aimed to improve sales and marketing performance, while providing accurate data for strategic business decision-making. CHALLENGES The customer, an expanding enterprise managing a large volume of leads and existing clients, faced significant challenges in efficiently and uniformly managing customer information. Their current system was fragmented, relying on disparate tools to track customer interactions, which led to a lack of a holistic view of the customer journey. This resulted in missed sales opportunities, difficulties in providing personalized customer support, and inefficiencies in marketing campaigns. Without a centralized CRM system, analyzing customer data and building lasting relationships became complex, hindering the company’s ability to grow and retain its customer base. CUSTOMER’S NEEDS Recognizing the urgent need for a comprehensive customer management solution, the customer sought a partner to develop a robust CRM system. They specifically required expertise in building scalable, secure, and user-centric platforms capable of automating sales, marketing, and customer service processes. The collaboration with LTS Group was crucial to delivering a solution that would enhance customer relationships, improve operational efficiency, and drive sustainable revenue growth. PROPOSED SOLUTION Custom Customer Relationship Management Built with Ruby on Rails We propose a comprehensive and integrated Customer Relationship Management (CRM) system designed to streamline and automate customer interaction processes. This solution will centralize customer data, enhance operational efficiency in sales, marketing, and customer service. The architecture will leverage a modern full-stack ROR and a scalable AWS infrastructure, ensuring a secure, high-performing, and reliable system. Frontend: HTML, CSS, JSROR will serve as the primary framework for building the highly responsive and intuitive user interfaces across all CRM modules, catering to sales, marketing, service teams, and the customer portal. Leveraging Rails’ robust View layer (ERB), the frontend will be meticulously crafted using standard HTML and CSS for structure and styling. JS and jQuery will be strategically employed to add dynamic interactivity and ensure a smooth, efficient user experience, making complex customer data easy to manage and interact with. Backend: ROR serves as the robust and scalable backend for the entire CRM system, centralizing all customer data and business processes. It provides high performance and enables efficient API development, facilitating seamless integration with external systems like ERPs and marketing platforms. ROR’s strong conventions and inherent security features ensure reliable management and protection of critical customer information. Infrastructure: To ensure optimal performance and reliability, the entire Telehealth ecosystem will be securely hosted on Amazon Web Services   FEATURE OVERVIEW The CRM system offers a comprehensive suite of features meticulously designed to centralize customer data and streamline interactions across sales, marketing, and customer service. By automating critical workflows and providing unified insights, this solution aims to significantly enhance operational efficiency, foster stronger customer relationships, and drive sustainable business growth. The robust feature set is tailored to provide a holistic view of every customer journey, empowering teams to deliver personalized experiences and make data-driven decisions effectively. Main features of the application: Lead Management Contact & Account Management Sales Force Automation Marketing Automation Customer Service & Support Integrations Reporting & Analytics Activity Management Customer Portal Main features for service: Workflow Automation Quote & Order Management Social CRM Knowledge Base Management Customization Capabilities Care Plan Management Health Education Resources Emergency Contact & Crisis Management

Table of Contents Toggle OVERVIEWOBJECTIVESCHALLENGESCOPE OF WORKRESULTSEyewear Store Management Software Built with Ruby on RailsMain Features of the application: OVERVIEW T*** is a renowned eyewear retailer with over a century of expertise. They require Eyewear Store Management Software built with Ruby on Rails. The company operates multiple locations in Japan and Singapore. With over a century of history, it represents the precision, craftsmanship, and hospitality that define Japanese retail. Singapore, including flagship stores at Wheelock Place and Vivo City, offers a wide range of eyewear products and personalized styling services. The brand is known not just for selling glasses, but for providing personalized optical solutions and styling advice rooted in Japanese aesthetic values of minimalism, harmony, and quality. OBJECTIVES Broaden Market Reach: Establish additional stores in key international markets to enhance brand presence and accessibility. Leverage Technology: Integrate advanced technologies like augmented reality for virtual try-ons and AI for personalized eyewear recommendations. Allow full session reset if needed. Handle large record sets with high performance. Build a future-ready foundation for long-term migration needs. Strengthen Customer Engagement: Enhance customer loyalty programs and after-sales services to build long-term relationships and repeat business. CHALLENGE Limited International Presence: While expanding, T*** Optical’s presence outside Japan and Singapore remains limited, potentially restricting brand recognition and market reach. High Competition: The eyewear industry is highly competitive, with numerous local and international brands vying for market share, which may impact customer acquisition and retention. Adapting to Digital Trends: Keeping pace with digital transformation in retail, such as online sales and virtual try-on technologies, poses challenges for traditional eyewear retailers SCOPE OF WORK Expansion into New Markets: To grow its brand, T*** Optical needs to explore opportunities in other Southeast Asian countries and beyond. Enhanced Digital Presence: Developing a robust online platform for e-commerce and virtual consultations could cater to the growing demand for online shopping experiences. Innovative Marketing Strategies: Implementing targeted marketing campaigns and collaborations with influencers could increase brand visibility and attract a broader customer base. RESULTS Eyewear Store Management Software Built with Ruby on Rails Successfully manage product catalog: Customers can explore extensive range of eyewear. Booking & Store: Streamlines the process of visiting a physical store by allowing customers to plan their visit digitally. Offering: The distinctive services that differentiate it from competitors. Customer Management: A personalized section for registered users to manage their interactions and data. Contact: Provides channels for customers to get help or ask questions Eyewear Store Management Software Design   Main Features of the application: Client-by-client Migration: Controlled and isolated migration per customer. Migration Session Tracking: Session status management and prevention of concurrent executions. Product: Online product catalog & browse Booking & Store: Appointment booking & store locator. Information: Information & educational content Offerings: Personalized service offerings. Security & Access Control: Enforced via JWT, CORS, RBAC, and managed identity. Account Management: Customer account management Telemetry & Monitoring: Real-time tracking using Azure Monitor and Application Insights.