Create customised platform for executing specialist financial consultancy work
- or -
Post a project like this3363
£25.0k(approx. $31.3k)
- Posted:
- Proposals: 6
- On-site in City of London, GB
- #650121
- Awarded
Description
Experience Level: Expert
Estimated project duration: 1 - 6 months
General information for the business: We are a specialist investor communications consultancy working with listed companies
Kind of development: New program from scratch
Description of requirements/functionality: Our growing business requires a platform / application that will be accessible on our desktops via the web to assist us with executing our day to day tasks more efficiently. Our work is client based. We generally perform one project at a time for each client. The objective is to achieve a more automated, accurate, consistent and way of working, while saving time and reducing human error.
Required functionalities:
- Project management
- Create projects based on template(s) / past project
- Production of customised documents based on template
- Projects to run independently from one another, but with the ability for certain information to cross-reference with one another
- Database management
- Import and export files and documents (mostly excel, PDF and word)
- CRM - capture information
- Sophisticated reporting
Although the system is to start off as an internal system, it needs to be developed from the outset to be able to be integrated with an external client platform / website.
Extra notes: Expected completion of project: Within 3 to 4 months from engagement.
The ideal candidate will be based in London (or at least be able to come to London at least once or twice a week) to be able to meet with the Managing Director and/or work from our offices one to two days per week. The candidate must be very responsive.
Kind of development: New program from scratch
Description of requirements/functionality: Our growing business requires a platform / application that will be accessible on our desktops via the web to assist us with executing our day to day tasks more efficiently. Our work is client based. We generally perform one project at a time for each client. The objective is to achieve a more automated, accurate, consistent and way of working, while saving time and reducing human error.
Required functionalities:
- Project management
- Create projects based on template(s) / past project
- Production of customised documents based on template
- Projects to run independently from one another, but with the ability for certain information to cross-reference with one another
- Database management
- Import and export files and documents (mostly excel, PDF and word)
- CRM - capture information
- Sophisticated reporting
Although the system is to start off as an internal system, it needs to be developed from the outset to be able to be integrated with an external client platform / website.
Extra notes: Expected completion of project: Within 3 to 4 months from engagement.
The ideal candidate will be based in London (or at least be able to come to London at least once or twice a week) to be able to meet with the Managing Director and/or work from our offices one to two days per week. The candidate must be very responsive.
BP C.
100% (6)Projects Completed
19
Freelancers worked with
9
Projects awarded
50%
Last project
12 Feb 2018
United Kingdom
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