Background:

E-manage is a business management application.  It is capable of managing customer databases (CRM) as well as projects, invoices, purchase orders, and inventory to name a few.  The e-manage client application runs on a users desktop and uses Microsoft .NET as foundation along with a Microsoft SQL Server as the back-end.

Problem:

Getting information was easy when you were in the office at a computer.  However, you were out of luck when you were out of the office.  Something was needed to allow users access to crucial business data while mobile.

Solution:

I was asked to created a mobile web portal that could be used with any smart phone that had a basic Internet connection.  This would allow users to access company data while out of the office.

Result:

Mobile portal landing screen with alerts and recent items.	Mobile portal company view
View/Edit/Create Service Tickets	View/Edit Projects

e-manage Mobile Portal – Create Service Ticket (Video)

e-manage Mobile Portal – Add New Company (Video)

I created a web application written in VB.NET that would connect directly with the MS SQL Server to supply the user with the data they needed.  I created it to be light as possible without giving up functionality and usability.  I also integrated with Yahoo Business Search API to lookup business addresses automatically to increase accuracy.  From the mobile portal, you can:

• View/Edit/Create a Company or Location
• Create a Company with the aid of a Yahoo search
• View/Edit/Create a Contact
• Assign existing Company Contacts to a Project
• View/Edit/Create a Project
• View/Edit/Create a Service Agreement
• View Service Ticket part totals when viewing a Service Agreement
• Easily see a service agreement’s validity based on the agreement’s start date and agreement contact length
• View/Edit/Create a Service Ticket
• Assign/Re-Assign Service Tickets to Service Agreements
• Add Parts to a Service Ticket by Searching the e-manage part database
• View Part totals for a Service Ticket
• View/Download a document/attachment that belongs to a Company, Contact, Project, Service Agreement, or Service Ticket
• View/Create a Note that belongs to a Company, Contact, Project, Service Agreement, or Service Ticket
• View/Reply/Acknowledge a Note that belongs to any object
• Submit Project Action Items
• View your Actions To Perform
• View your Open Action Items
• View Recent Items (syncs with the Recent Items in e-manage and updates any items that you open via the mobile portal)
• Open multiple items at the same time in a tabbed environment