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RaeCRM: NDIS Fund Management Software
RaeCRM is an online NDIS fund management software that helps users facilitate their NDIS invoice application process. Space-O Technologies upgraded and maintained this online fund management software using Laravel for frontend and backend development. It also utilizes MySQL and Amazon Simple Storage Service (Amazon S3) for data storage and cloud hosting. Are you looking to build fund management software like RaeCRM?
Industry
Finance
Platform Type
Fund Management Web App
Platforms
Web Application
Service Provided
Web Modernization and Maintenance
About RaeCRM
RaeCRM can manage claims and invoices associated with the National Disability Insurance Scheme (NDIS). It is designed for NDIS participants, support coordinators, and registered NDIS service providers.
In under 1.5 years, Space-O improved the efficiency and performance of RaeCRM and majorly fixed the bugs and errors in the system. We helped RaeCRM become more precise, self-reliant, and automated through software upgradation and modernization services—improving the user experience and enhancing the fund management process.
Client’s Requirements
The client approached us for software maintenance, resolving bugs and performance issues, and platform modernization. They also desired a system with a quicker response rate that could aid in enhanced efficiency.
As a result, effective front-end and back-end maintenance was required to enhance the efficiency of the software. The client also wanted to build additional functionalities to automate fund management tasks on the platform.
Solution We Developed
We assigned a talented Laravel developer, QA, and project manager to enhance the speed and efficiency of this project. Below are the tools and technologies we utilized to maintain the product and eliminate errors throughout the system.
- For backend maintenance, Laravel was used again to eliminate the rate of bugs and errors in the system and optimize the system’s efficiency.
- Furthermore, our developers used MySQL to store and manage system data like invoices, contact lists, and client details.
- We also used Amazon Simple Storage Services to conveniently host the software on the cloud so that users can access it whenever they want.
RaeCRM Key Features
Client Management
The admin can monitor real-time data on active participants and their statuses, ensuring efficient tracking. It also supports data import and export to CSV for streamlined management.
Service Provider Management
Helps administrators add and manage the services provided by the organization. It can also seamlessly integrate specific services to its clients and contacts.
Docsumo Integration
A third-party Docsumo API helps manage documents for clients, service providers, and other services. It provides client data and updates on invoice fund statuses.
PM Notifications
Allows the admin to view different notifications regarding clients’ invoices. This feature updates the admin on low funding and pending fee statuses from the client.
NDIS Plan Management
Allows admins to oversee and manage the different NDIS plans and budgets so the funding provided to each individual is accurately managed and complies with NDIS guidelines
NDIS Number Management
Assigns a separate number to the user participating in the NDIS scheme—ensuring accurate client data retrieval.
Contact Information Management
Allows contact detail centralization for each client. This includes contact details along with secondary or alternate contact information.
Status Management
Displays claim statuses like ‘Submitted to PRODA,’ ‘Declined,’ ‘Paid,’ and ‘Cancelled’ that help track the progress of claims through the system.
Additional Contact Information
Allows the client to add another contact beside themselves to get in touch with during some emergency.
Advanced Filtering
Users can filter the contact list based on criteria like communication types, date and time ranges, and staff names to sort communication logs.
Call Listing
Provides contact display of phone call statuses, mentioning their incoming or outgoing status on a central dashboard.
Email Communication
Helps contacts send and manage automated emails for government-related claim submissions.
Looking to Build a Fund Management Software?
Our team of developers can develop smooth fund management solutions to facilitate seamless online fund management. Contact us to discuss your software plans further.
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