HRM & CRM System For Corporate Needs

Creating a software tool that integrates components of both Human Resource Management and CRM into a single one, aimed at increasing effectiveness of human resources management by allowing flexibility and transparency.

Discuss an idea
2x

faster task assignment and tracking

1.5x

increase in HR and project data transparency

30%

reduction in time for performance and workload reporting

All Technologies Used

Angular
Angular
Webpack
Webpack
TypeScript
TypeScript
Ruby on Rails
Ruby on Rails
Bootstrap
Bootstrap
PostgreSQL
PostgreSQL

Motivation

Our goal was to solve the challenges of fragmented HR and CRM processes that caused lack of transparency, inefficient data management, and slow decision-making. The customer wanted a single, comprehensive platform where employees could update resumes, track project stages, communicate with teams and clients, and where the company could monitor customer interactions across every touchpoint to improve relationships and business decisions.

Main Challenges

Challenge 01
Disparate Systems

Previously, the company relied on several separate tracking, HRM, and CRM systems, which created a lack of transparency, coordination, and inefficiency across teams. Azati proposed and implemented a unified 'all-in-one' system that integrates HR and CRM components, centralizing data and streamlining workflows while allowing scalability for future growth.

#1
Challenge 02
Complex Employee and Customer Data Management

Managing employee resumes, task assignments, project stages, and customer interactions across multiple platforms was cumbersome and error-prone. Azati suggested creating a centralized platform where employees could update their data and track projects while the company could monitor customer relationships comprehensively, reducing data fragmentation and improving accuracy.

#2
Challenge 03
Scalability and Customizability Challenges

The company needed a system flexible enough to adapt to future organizational changes and potentially be used by other departments or subsidiaries. Azati designed the system to be fully modular and customizable, allowing for quick adaptation, future feature additions, and deployment in similar organizational contexts without major redevelopment.

#3

Our Approach

Unified System
Azati developed a single-point application that integrates independent, interconnected functional components. This centralized all HR and CRM data, ensuring transparency and flexibility while providing a scalable foundation for future growth.
Customizability
The system was designed to be fully customizable, allowing components to be adapted by other organizations with similar needs. This ensures versatility and reusability across industries while maintaining core HR and CRM functionalities.
Task Management Optimization
Advanced task management features were implemented, including quick assignment, editing, and tracking of tasks. Azati streamlined team workflows, reduced delays, and increased accountability for both project and HR-related tasks.
Employee Data & Recruiting Streamlining
The platform centralized employee CVs and profiles, allowing seamless sharing with clients. Azati optimized the recruiting process by enabling easy access to personnel information and tracking assignments in one interface.
Performance Analytics & Reporting
Real-time performance analytics were integrated with visual dashboards, enabling managers to make data-driven decisions on employee workload, project progress, and customer interactions. This enhanced overall operational efficiency and transparency.

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Solution

01

Task Management

Enables employees and managers to quickly create, edit, and delete tasks, ensuring that all assignments are properly tracked and visible. Supports task prioritization, deadlines, and assignment to multiple team members, improving coordination across departments.
Key capabilities:
  • Quick creation and modification of tasks
  • Task assignment to team members with deadlines
  • Priority and status tracking
  • Integration with project stages
02

Workload Analysis

Analyzes employee workloads across projects and departments, helping managers distribute tasks efficiently. Provides visual reports and insights for preventing overwork, optimizing team allocation, and balancing resources for maximum productivity.
Key capabilities:
  • Visual overview of employee workload
  • Detects over- or under-utilization
  • Helps managers reassign tasks
  • Supports decision-making for resource allocation
03

Employee Data Storage

Centralized repository for employee information including resumes, skills, and project history. Allows easy sharing of profiles with managers or clients, streamlining the recruiting process and enabling informed decisions on assignments and promotions.
Key capabilities:
  • Stores CVs and employee profiles securely
  • Allows profile sharing with clients
  • Tracks employee career progression
  • Supports role-based access and permissions
04

Time-Off Approvals

Automates the process of requesting, approving, and tracking employee time-off, vacation, or sick leave. Ensures transparency, avoids scheduling conflicts, and keeps records of leave history for HR compliance.
Key capabilities:
  • Submit, review, and approve requests
  • Automated notifications for approvals
  • Integrates with workload and project planning
  • Maintains historical leave records
05

Performance Analytics

Provides insights into individual, team, and company-wide performance using visual dashboards and charts. Supports managers in evaluating productivity, identifying areas for improvement, and making strategic HR decisions.
Key capabilities:
  • Visual representation of KPIs
  • Tracks task completion and project progress
  • Supports HR and management reporting
  • Identifies trends and performance gaps

Business Value

Improved Efficiency: Centralized data management improved transparency, coordination, and decision-making across teams.

Increased Flexibility: The customizable nature of the system allowed for adoption by other organizations, expanding its impact beyond Azati.

Streamlined Recruiting: The system optimized the recruiting process by allowing for easy sharing of employee profiles with clients and tracking work assignments.

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