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Flexi Assess Pro - SaaS Customer & Assessment Management Platform

Flexi Assess Pro - SaaS Customer & Assessment Management Platform

A scalable SaaS customer management platform for managing customers, employees, assessments, documents, business cases, and multilingual communication.

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Project Overview

The Flexi Assess Pro is an online software solution that is meant for managing customers, employees, assessments, documents, and business cases. The solution provides a single interface through which the above aspects can be managed from a single source.

Through the solution, administrators have the capability of managing different customers, tracking the activities of employees, configuring the assessments, uploading and organizing the documents, managing business cases, and sending automated emails to the employees. The solution supports different languages including English, Italian, French, Spanish, and German.

The solution has been developed using a scalable architecture with the help of Angular, .NET Core, and Microsoft SQL Server.

Project Objectives

  • Centralize customer and employee management.
  • Simplify employee assessment setup and administration.
  • Provide centralized document and business case management.
  • Automate employee communication and notification workflows.
  • Support secure access to private employee and document links.
  • Enable customer and employee data export.
  • Support multiple languages for international users.
  • Improve administrative efficiency through centralized workflows.
  • Provide a scalable SaaS platform for managing multiple businesses.

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Business Challenges

1. Fragmentation in Customer Management

Management of customer information, corporate data, statuses, users, and language options may lead to duplication and inefficient management across various platforms. The client needed the implementation of a customer management system.

2. Complicated Employee Assessment Management

Creation of assessments, business cases, menus, content, and other related documents is complicated when performed manually. It was necessary to implement a system that allows configuring and maintaining the assessment management workflow.

3. Complications in Documents Management

It was required to manage different document formats such as PDFs, images, and Word files. At the same time, it was important to provide a preview, upload, delete, and organize documents for publication.

4. Employee Communication

Manual sending of employee access links and courses/assessments information is time-consuming and may complicate communication between a company and employees. An email notification feature should be implemented.

5. Multilingual Business Needs

The platform needs to support the needs of clients and employees from different countries and languages. The implementation of multilingual functionality is important to manage assessments and employee experience.

Our Solutions

To address the client’s customer management, assessment, document, and communication requirements, we developed a centralized SaaS platform that combines customer management, employee administration, assessment configuration, document management, business cases, and multilingual support.

Centralized Customer & Employee Management

The system allows administrators to manage customers, company details, user accounts, employee data, accounts, languages, and employees from a single interface. Large data sets can be more easily managed using search, filtering, pagination, and exporting features.

Assessment & Business Case Management

Administrators can configure employee assessments, create menu structures, add content, manage business cases, upload supporting documents, and activate or deactivate assessment pages. Business cases can support both multi-page business case structures and single-page document-based content.

Automated Document & Email Management

The solution supports document uploads in multiple formats and provides document preview and management capabilities. SMTP and SendGrid integrations allow administrators to send personalized employee access links and assessment-related notifications automatically.

Key Benefits

  • Centralize customer and employee management
  • Simplify employee assessment administration
  • Structured document and business case management
  • Automated employee email notifications
  • Secure private access links for employees
  • Multi-language support for international users
  • Customer and employee search, filtering, and pagination
  • Data export capabilities for administrative reporting
  • Centralized management of business-related documents
  • Scalable SaaS architecture for multiple businesses

Key Features

Customer Management

Manage customer records from a centralized dashboard with company name, logo, status, total users, and available actions.

Customer Status Management

Administrators can configure and filter customers based on Active and Inactive statuses for easier account management.

Add & Edit Customers

Create customer accounts by adding company information, uploading company logos, and defining the customer’s active or inactive status.

Search & Pagination

Search customer and employee records and navigate large datasets using pagination.

Customer Details

View detailed customer information, including company name, logo, total users, active users, and configured language options.

Employee Management

Manage employees with information such as name, language, personal access link, and document attachments. Administrators can add, activate, deactivate, and export employee records.

Assessment Setup

Configure employee assessments by creating menu structures, adding content, and organizing supporting documents.

Business Case Management

Create and manage business cases, edit landing page content, manage PDF documents, upload new files, and activate or deactivate business case pages.

Document Management

Upload, view, preview, and delete documents in formats such as PDF, JPEG, and Word files before they are published.

Personal Employee Links

Generate private employee access links so employees can securely access their assigned course or assessment materials.

Email & Notification System

Send automated employee notifications and personal access links through SMTP and SendGrid integrations.

Multi-Language Support

Support English, Italian, French, Spanish, and German to provide localized experiences for international customers and employees.

Data Export

Export customer and employee information for external reporting, analysis, and administrative purposes.

User Activity Management

Monitor employee activity and manage employee access and status from the administration portal.

Technology

Frontend Angular
Backend .NET Core
Database Microsoft SQL Server (MS SQL)
Platform Web
Email Services SMTP, SendGrid
Document Management PDF, JPEG, Word
Version Control GitLab
Architecture SaaS Web Application Architecture

Business Results

35%

Improved Customer Management Efficiency

Centralized customer records, search, filtering, pagination, and export functionality reduced administrative effort and simplified customer management.

40%

Faster Assessment Administration

Structured assessment, menu, business case, and document management workflows made it faster for administrators to configure and maintain employee assessments.

30%

Reduced Manual Communication Effort

SMTP and SendGrid integrations automated employee notifications and private access-link distribution, reducing repetitive communication tasks.

35%

Improved Document Management Efficiency

Centralized document upload, preview, organization, and deletion capabilities simplified the management of assessment and business case materials.

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Frequently Asked Questions

Flexi Assess Pro is a SaaS based application to manage customers, employees, assessments, documents, and business cases using a centralized web application.

This platform is developed for businesses, administrators, HR departments, assessment managers, and organizations to manage customer accounts, employee assessments, and corresponding documents.

Yes. Administrators are able to create and manage customer accounts, view details of the customers, manage their status, monitor users, and configure language options per customer.

Yes. Administrators can configure assessments, set up menu structure, add content to the assessment, add supporting documents, and configure business cases.

Yes. Employees will be able to get their personal access links to the assessment or course via automated email notifications.

Yes. Administrators are able to upload, preview, view, and delete documents in such file formats as PDF, JPEG, and Word.

English, Italian, French, Spanish, German.

Yes. SMTP and SendGrid services are utilized for sending employee notifications and access links.