CBI SKY CRM System

Overview

• Project: SKY (Cloud-Based CRM System for Pre-IPO Due Diligence Services)
• Client: CBI
• Technologies Used: React, Microsoft Graph Excel APIs, Node.js, MongoDB Atlas, Azure, Auth0

Challenges

• Legacy Content Management: The system needed to manage over 5,000 Due Diligence Services, which were originally stored in an Excel spreadsheet, while ensuring data integrity and real-time updates.

• Proposal and Quotation Workflow: The system needed to allow staff to create proposals by selecting multiple services, generate quotations, and seamlessly share them with customers.

Solution

To meet these challenges, I implemented the following full-stack development solution:

Administrative UI Workflow: Designed and developed an intuitive, responsive front-end using a UI library, providing a clean and easy-to-navigate interface. The UI enabled staff to efficiently create and manage proposals, quotations, and reports with minimal effort.

Cloud-Based Backend System: Built a secure and scalable backend using Node.js, MongoDB Atlas and Azure, which powered the core functionalities of the CRM.

• Microsoft Graph Excel API Integration: Integrated Microsoft Graph APIs to sync data between the CRM and an Excel spreadsheet stored in OneDrive, ensuring the system always has the latest updates for the 5,000+ Due Diligence Services.

• Azure Storage Integration: Integrated Azure Storage for secure uploading and downloading of reports ensuring fast, global access to authorized users.

• MongoDB Atlas Database: Utilized MongoDB Atlas, a cloud-hosted database service, to ensure continuous data availability with built-in backup and failover mechanisms.

• Auth0 Access Management: Integrated user authentication with 2FA and role-based access control with Auth0, ensuring only authorized staff members and customers could access specific features and reports.

Outcome

By leveraging a modern tech stack and cloud services, I delivered a highly secure, scalable, and efficient CRM system that enhanced data accuracy, and improved both staff and customer experience.

• Efficiency: The UI’s intuitive design and automated data syncing allowed staff to manage complex workflows quickly, reducing the time required for administrative tasks.

• Security: 2FA, role-based access, and secure cloud storage combined to protect sensitive data, giving staff and customer peace of mind.

• Scalability: The cloud-based infrastructure, including Node.js, MongoDB Atlas, and Azure Storage, ensured that the system could scale effortlessly to meet future growth and handle increasing user demands.

• Reliability: Hosting the backend and database in the cloud provided high availability, with built-in failover and redundancy to minimize downtime and ensure seamless operations.

This project demonstrated my full-stack development expertise, from front-end UI design to backend API development and cloud integration.