Multi-tenant platform for streamlined business operations
iBusiness, a subsidiary of Ready Capital (NYSE: RC), is a multi-tenant platform that integrates advanced functionalities to streamline operations across diverse industries.
Industry
Financial Services
Project duration
2 months
Country state
Florida, USA
Team
8 members
Technology
🏃
iBusiness, a multi-tenant platform designed for modern business needs, is a subsidiary of Ready Capital, listed on the NYSE.
The platform boasts comprehensive admin panels, including specialized panels for funding, small business management, and sales and purchases, reflecting its association with Ready Capital’s financial expertise. These panels provide users with detailed insights and control over various aspects of their business, from customer and vendor management to product and service handling, estimates, invoices, bills, and expenses.
One of the standout features of iBusiness is its PDF generation tool, which allows users to convert invoices, proposals, and other documents into PDF format effortlessly. This feature enhances document sharing and printing capabilities, making it easier to communicate with stakeholders.
Additionally, iBusiness offers robust tax and category management tools, ensuring compliance and organization in financial operations. It also provides advanced reporting capabilities, allowing users to generate insightful reports to track business performance and make informed decisions. This integration of advanced tools and technologies underlines iBusiness’s role as a critical component of Ready Capital’s expansive suite of financial solutions.
"What impressed us the most was how dedicated WeSoftYou was to achieving our project goals."
The project involved enhancing business management and partner relations by implementing a system to efficiently manage documents such as estimates, invoices, bills, and expenses. This included streamlining onboarding processes and user management, simplifying onboarding, and enabling easy addition, deletion, and management of users.
Additionally, the project integrated subscription and payment functionalities, allowing small businesses to subscribe via Stripe or PayPal and offering subscription upgrades for accessing more features. Furthermore, customers could pay invoices online using their PayPal or Stripe accounts.
The WeSoftYou team was totally responsive to our needs, addressing any concerns promptly. And everything was on time. What impressed us the most was how dedicated WeSoftYou was to achieving our project goals.
Results ✨
Efficient Document Management
Enhanced management of business operations and partners through streamlined handling of documents such as estimates, invoices, bills, and expenses.
Seamless Onboarding & User Management
Improved efficiency in onboarding and user management processes, enabling easy addition, editing, and deletion of users, as well as centralized management of all users.
Flexible Subscription and Payment Integration
Implemented subscription and payment features allowing small businesses to subscribe via Stripe or PayPal, with options to upgrade subscriptions for additional features, and enabling customers to pay online for invoices using their PayPal or Stripe accounts.
Project goals ⚡️
Streamline business operations with a comprehensive platform that simplifies invoicing, proposal management, and document generation, reducing time and effort.
Enhance productivity and efficiency by offering tools for managing sales, purchases, taxes, and categories through specialized admin panels.
Improve communication and collaboration within the organization and with clients and partners, utilizing features like proposal tracking and PDF generation.
Provide a one-stop solution for comprehensive business management, facilitating clear and efficient information sharing.
Generate comprehensive reports to support informed decision-making and enhance overall business performance.
Elevate organizational efficiency by optimizing task management and operational workflows.
Challenges ⛰
01.
Integrating various functionalities (invoicing, proposal management, PDF generation, admin panels) smoothly.
02.
Encouraging user adoption through training and support for effective use of the platform.
03.
Maintaining security and compliance, protecting sensitive information and meeting regulations.
The process 🚧
Stages 🎢
01.
Research and Analysis: In-depth research and analysis of the subject area were conducted to understand clients’ specific needs and requirements.
02.
Technology Design and Implementation: Deciding which technologies to use for the development step and creating a design of the application in Figma.
03.
Iterative Development and Testing: The system was refined iteratively based on feedback from clients and our team, with extensive testing conducted to ensure reliability, security, and optimal performance.
04.
Integration and Customization: The platform was customized and integrated based on clients’ specific needs, with features developed to provide a differentiated and personalized experience for end-users.
05.
Client Acceptance Testing and Validation: Clients participated in the acceptance testing phase, with their feedback being integral to the validation and enhancement of the platform's functionality and usability.
06.
Deployment and Support: iBusiness was deployed seamlessly within the clients' environments, with our team providing ongoing support and maintenance to ensure sustained functionality and performance.
Team composition 👨💻
– 2 Front-end Developers
– 2 Back-end Developers
– QA Engineer
– Project Manager
– UI/UX Designer
– Tech Lead
Technology stack ⚙️
Back-end: Node.js, NestJS, Docker
Front-end: Vite.js, React.js, TypeScript, RTK Query, styled-components
Core features 💻
iBusiness Funding Admin Panel
- Provides a comprehensive overview of the business's financial and operational status. The 'Business' widget consolidates data from all connected small business locations, presenting total invoices, estimates, and user counts.
Small Business Admin Panel
- Users can manage all aspects of sales and purchases, from customer and vendor management to handling products, services, estimates, invoices, bills, and expenses.
Customers
- Customer management interface within a business funding platform, particularly under the 'Sales' category. This interface is part of the 'Sales' section, specifically in the 'Customers' sub-category, indicating it is used to manage customer-related information.
Estimates
- The 'Sales Estimates' screen is a comprehensive dashboard where users can manage and track all estimates related to sales. It allows users to view a list of estimates, each with details including the date of the estimate, estimate number, customer name, status ( approved, Pending, Expired, rejected ), amount due, and total amount. Users can perform actions such as converting estimates to invoices.
Invoices
- A key feature of iBusiness is its invoicing system, which simplifies the creation, sending, and management of invoices. This includes the generation of detailed and professional-looking invoices that can be customized to meet specific business needs.
Recurring Invoices
- Allows users to automate the generation of invoices at regular intervals. It contains options to set the frequency of the recurrence (weekly, monthly), the start date for the recurrence cycle, and an end date if the recurrence is not indefinite.
Vendors
- A component of the procurement system, allowing users to view, manage, and input information about vendors. This interface should provide tools to add new vendors, edit existing vendor details, remove duplicates, and delete vendor records when necessary.
Expenses
- Designed to allow users to manage and track expenses related to products and services. Users can view a list of items with detailed information such as the product name, category, price, and a brief description.
Bills
- This is a dedicated module for handling accounts payable. It displays a list of bills organized by status: all, unpaid, and paid, allowing for easy management and oversight of outstanding and settled accounts.
Products and Services
- Management interface within the 'Sales' section of the business funding platform. It lists all products and services offered, categorized by type, with detailed information on pricing and specifications.
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