Background

A leading provider of laboratory equipment faced challenges in efficiently managing the implementation and installation process of large laboratory equipment, which often took several months to complete. To address this, On Beat Digital created a custom solution that streamlined the entire process, from scheduling installations to facilitating communication between internal and external stakeholders.

Challenge

The primary challenge was to develop a comprehensive software solution that could manage the complex and multi-stage process of installing large laboratory equipment. The solution needed to support both internal and external users, facilitate communication, automate dynamic notification scheduling, handle forms and documentation, and integrate seamlessly with Salesforce for unified data management.

Solution

On Beat Digital designed and implemented a robust solution with the following key components:

1. Python Web Application: The frontend of the application was developed using Python web frameworks, providing a user-friendly interface for accessing and interacting with the system.
2. Digitized Forms and Signatures: Paper-based forms and signatures were digitized within the application, allowing users to complete and sign necessary documentation electronically, reducing paperwork and streamlining the process.
3. Communication Tools: The software facilitated communication between internal and external stakeholders through built-in messaging features, notifications, and real-time updates on installation progress.
4. SQL Database: A scalable SQL database served as the foundation for storing and managing data related to equipment installations, users, schedules, and communication logs.
5. Salesforce Integration: The solution integrated heavily with Salesforce objects to sync data between the custom software and Salesforce, ensuring consistency and accuracy of information across platforms.
6. Custom User Management System: A custom user management system was implemented to manage access control and permissions for internal and external users, ensuring data security and compliance with privacy regulations.

Results

The custom software solution delivered significant benefits to the laboratory equipment provider:

• Efficiency Improvement: The streamlined process for managing equipment installations resulted in reduced lead times and improved overall efficiency.
• Enhanced Communication: The integrated communication tools facilitated seamless communication between internal teams, external partners, and customers, reducing delays and misunderstandings.
• Cost Savings: By automating manual tasks and reducing paperwork, the solution contributed to cost savings and improved resource allocation.