WORKDASH | AI SAAS BASED ERP
Yash Garg
Roadmap for SaaS-Based ERP Development
This roadmap outlines the phases and milestones required to develop a SaaS-Based ERP Platform with comprehensive features, customization options, and scalability.
Phase 1: Research and Planning
Requirement Gathering and Analysis
Identify core functionalities and premium add-ons to be included in the MVP.
Conduct competitor analysis to identify unique selling points (USPs).
Determine compliance requirements for multi-language, multi-currency, and data security.
Technical Architecture Design
Choose a cloud-based architecture for scalability and flexibility.
Define a modular structure for core modules (e.g., HR, CRM, Accounting) and premium add-ons.
Plan integrations for cloud storage (AWS, Wasabi), payment gateways, and messenger systems.
Technology Stack Finalization
Backend: Laravel 11 for robust and secure development.
Frontend: Vue.js or React for an engaging and responsive user interface.
Database: MySQL/PostgreSQL for relational data and Redis for caching.
Cloud Services: AWS for hosting and scalable cloud storage.
Compliance and Security Planning
Plan for GDPR compliance, data encryption (in transit and at rest), and multi-factor authentication.
Design granular roles and permissions for secure user access.
Phase 2: Design
UI/UX Design
Create wireframes and prototypes for:
Multi-workspace navigation.
Customizable dashboards.
Add-on subscription and configuration interfaces.
Ensure RTL support for languages like Arabic and Hebrew.
Theme and Branding Customization
Design multi-theme interfaces with customizable layouts and color options.
Develop white-label branding options for logos, URLs, and emails.
Prototype Testing
Share prototypes with stakeholders for feedback and validation.
Phase 3: MVP Development
Core Features Implementation
User Management:
Unified user registration for multiple companies and roles.
Password reset and email verification features.
Multi-Workspace Functionality:
Develop features to manage multiple workspaces with individual settings.
Granular Roles and Permissions:
Build a system for role-based access control.
Comprehensive Business Modules:
Implement modules for managing products, services, proposals, invoices, projects, and reports.
Premium Add-ons Framework
Create a flexible framework for premium add-ons integration.
Develop add-on subscription and configuration options.
Accounting and HR Management
Implement robust accounting management for customers, vendors, income, expenses, and banking.
Build HR management features for employees, payroll, leaves, and events.
CRM and POS Modules
Develop CRM tools for lead and deal management.
Integrate POS systems for warehouse, purchase, and barcode management.
Dashboards and Analytics
Design visually engaging dashboards for actionable insights.
Payment Gateway Integration
Integrate 20+ payment gateways (e.g., Stripe, PayPal).
Phase 4: Advanced Features Development
Customizability and Themes
Develop multi-theme interfaces and layout settings (e.g., RTL support, sidebar preferences).
Implement print customization with PDF templates.
Add-On Enhancements
Allow users to set flexible pricing for add-ons.
Align add-ons with specific business processes.
Cloud Storage Integration
Integrate local storage, AWS, and Wasabi for secure data management.
Multi-Language and Multi-Currency Support
Enable support for multiple languages and currencies for global accessibility.
Messenger Module
Build an integrated messenger for internal communication.
Analytics and Reporting
Provide creators with insights into system health, user engagement, and transaction performance.
Phase 5: Testing and Quality Assurance
Functional Testing
Validate all core and advanced features, including user registration, workspace management, and payment processing.
Performance Testing
Conduct load tests to ensure seamless performance under high traffic.
Optimize database queries for scalability.
Security Testing
Perform penetration testing to identify vulnerabilities.
Ensure compliance with security standards (e.g., PCI-DSS).
Usability Testing
Gather user feedback on UI/UX to refine the experience.
Phase 6: Deployment
Pre-Launch Preparations
Set up CI/CD pipelines for efficient deployment.
Configure monitoring tools (e.g., Datadog, New Relic) for real-time system tracking.
Launch Strategy
Deploy the platform on cloud servers with auto-scaling enabled.
Launch mobile apps on Google Play Store and Apple App Store.
Phase 7: Post-Launch Enhancements
User Feedback Analysis
Continuously gather feedback to improve features and usability.
Feature Expansion
Introduce AI-driven insights for business modules.
Add integrations for third-party tools like Slack, Zoho, and HubSpot.
Scalability Improvements
Implement database sharding and indexing for increased user activity.
Regular Updates
Roll out updates for new features, security patches, and compliance adherence.
Ongoing Maintenance
Monitor system performance and usage trends.
Keep the platform updated with evolving business needs and technology standards.
Engage with users through regular surveys and support.
This roadmap ensures a robust, scalable, and user-centric SaaS-based ERP platform with extensive customization, advanced functionality, and secure global accessibility.
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Posted Dec 28, 2024
WorkDo Dash SaaS presents an efficient solution, encompassing a range of key ERP features.
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