Proposed Project for "Client Management System"

Problem Statement. Management has received complaints about the delay in documents and

reports submission from and to clients.

Project Objectives. To provide a systematic client process to assist employees in$-$charged to

provide efficient service to clients.

Proposed System: The system involves three main function, namely service management,

document management, and invoice management. The system will be used by the Administrative

Manager, Mr$.$ Rashidi, who communicates directly with clients.

System Features:

The admin clerk will record all the client details, document received from client and the

required services by client. The documents need to be carefully check and a document

checklist will be prepared and sent to client as evidence of documents have been received.

The documents will be kept in a storage box named after the clients and a copy of document

checklist will be filed in the system.

The admin clerk will make a copy of the documents submitted digitally to ease the as signed

staff to access to the data.

The system will keep the data $($digital document$)$ recorded in the file named after the

clients' name.

Mr$.$ Rashidi will approved the client request based on the data in clients' file and assign

related staffs to the client according to the service requested. This might include several

staffs from several departments. Whenever the company hires a new staff, Mr$.$ Rashidi will

add the new staff details in the system.

Once the tasks have been completed, Mr$.$ Rashidi will change the tasks status from

progress to completed. He$,$ then, prepared the invoice and waiting for approval from $Mr.$

Adil.

At the end of each day, Mr$.$ Adil will browse the system to see if there is any pending

invoices that needs approval.

Once approved, the admin clerk will send invoices to the clients and the copy will be kept

in file.

Once payment have been made, the client can upload the proof of payment via the system

and waiting for the approved receipt by $Mr.$ Adil.

Once Mr$.$ Adil approved the payment receipt, the client can collect their original

documents. The admin clerk will update the document checklist and mark as returned

document checklist once the documents have been returned.