MyCoToGo

MyCoToGo is a web based corporate accounting management tool that we developed for corporate legals. By streamlining the paperwork and reducing the time which was involved in corporate filing with corporate legal, boutique legal and accounting firms. The company is directly linked to state & provincial government offices across North America. Even in jurisdictions where public access to corporate registry service is limited, the Company provides expedited searches and prompt filing services to their clients.

The company's core process revolved around providing dedicated and one-to-one service to its clients. Some of the main points in the process were:

• No single process on, how to setup and then organize clients' information, in the absence of a formal CRM
• No integrated document management workflow and hence duplication of effort to review, share and manage documents
• No well-defined check-points to ensure protected data, whether for documents or for personal details
• No integrated communication system for all stakeholders or participants, for their specific rights and permissions, no real automatic alerts or notifications for important actions or activities
• No real goals being setup or achieved for value based book-keeping practices

Our analyst and product architects worked together to plan the architecture. The focus is to plan a modular architecture to keep different content types independent for their own scalability, access and integration points with the application as a whole. The key features of our solution are:

• Setup customer details and organize different information types in a mini-CRM like system for contact details, company details, business contact details
• Document management workflow to share secure documents
• Setup roles and then enable role based protected space, including for multiple-stakeholders
• Every Shareholder has their own privacy and security, such as to organize documents or shared data
• Alerts and notifications such as for document sharing, updating company details, new roles, reports and advanced notifications settings
• Maintaining the record book/ share holding documents after getting some changes in shareholders shares/ agreements.
• Maintaining record books in easy manner
• Easy accessing to all their record keeping books, through emails
• Sharing the documents with banks and other corporate in single touch
• Detailed User access log Management System

To achieve the goals, we adopted AGILE development process; where we used to have daily progress meetings; and created sprints cycle of 3 weeks to see the activities. We setup the product in JIRA to get a better control on the development life cycle.

• LAMP - Linux, Apache, MySQL and PHP. The team used PHP5.x and MySQL 5, for development
• Front-End - HTML, Responsive Structure, Bootstrap, JQuery, Angular.
• Bug Tracking Tool: bugZilla.
• Communication Tool: JIRA, Basecamp.
• Prototyping Tool: Balsamiq.
• UI Tool: Photoshop.

The organization immediately saw the benefits, when the entire team and respective clients found an integrated system for their respective tasks towards the common goal. The system is designed for latest usability, to provide a user-friendly experience for all users. People with all roles realized that they are spending less time to fetch or share documents, read messages for updates, to seek information from clients, and for any such tasks in their workflow. Time saved is time invested elsewhere which boosts productivity, and hence the overall ROI of the business.