NorthStar CRM
NorthStar CRM is a CRM system used by one of the leading and trusted destination services in the USA to manage their clients and orders.
NorthStar CRM Project Gallery
Project Overview
NorthStar CRM is a rebuild of the old system that was acquired by Go Destination services. The CRM what powers the whole business and operations of the company. It features order creation, tracking, client tracking, form builders, report generation, client tracking and management as well as microsoft integrations. The app is used by over 100+ program managers as well as few hundred consultants around the globe.
Project Details
On-going
5 developers
Tech Lead / Project Manager
Key Features
Order Management
Order creation, tracking, and management.
Client Management
Client creation, tracking, and management.
Form Builders
Form builders for creating custom forms for orders.
Report Generation
Report generation from data that was gathered from orders and consultant inputs
Microsoft Integrations
An outlook plugin that integrates with the CRM to transfer order information from an email to the CRM.
Challenges & Solutions
Performance Optimization
The old system was slow and had performance issues.
Solution:
Optimized the system by using a CDN, caching, and lazy loading.
Complex Requirements
The old system was not able to handle the complex requirements of the business.
Solution:
Rebuilt the system to be able to handle the complex requirements of the business.
Legacy Code
The old system was written in a legacy language and had a lot of technical debt.
Solution:
The new system is written in a modern language with updated versions of the libraries and frameworks.
Distributed System
The old system was not able to handle the distributed system requirements of the business.
Solution:
The new system is designed to be able to handle the distributed system requirements of the business.
Security
The old system has zero security measures in place.
Solution:
The new system is designed to be accessed only by users within the organization. This is made possible by utilizing AWS VPC and other related services to secure the application.
Role based access control
The old system had no role based access control.
Solution:
The new system is designed to have role based access control. This is made possible by utilizing AWS Cognito to manage the users and their roles.