WORKDASH | AI SAAS BASED ERP by Yash Garg

WORKDASH | AI SAAS BASED ERP

Yash Garg

Web Designer

AI Application Developer

Web Developer

Laravel

Node.js

React

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.

Like this project

Posted Dec 28, 2024

WorkDo Dash SaaS presents an efficient solution, encompassing a range of key ERP features.

Likes

Views