Project Title: Development of
A Project Management and
Time Tracking SaaS
Date: 1 July, 2023
Client:
Submitted By: Mona R.
Summary:
This project involves the design and development of a multi-tier software as a service (SaaS) for efficient
time tracking and project management of an organization, based on 8 core modules. The SaaS is to be
developed based on functionalized modules integrated with the extent and access of different user types
such as managers, supervisors, employees, administrators, etc.
Project Scope:
Figma Design: We will create mockup Figma design for the project management SaaS.
The Figma design will be prepared based on client’s preferable color scheme and logo. The
design will be responsive, user-friendly, and modernized. We will do the Figma design revisions
till the client’s approval.
Frontend Development: After the approval and finalization of the Figma design
from the client side, we will move forward with the frontend development of the SaaS. The
frontend side of the software solution will be a perfect replication of the Figma design.
Moreover, the frontend would be user-optimized and responsive for all devices.
Backend Development: The backend development of the Project Management
SaaS entails the operationalization of all the modules, their functionalities, integration, and
connectivity of modules to realize the workflow pattern of the SaaS.
Time Tracking Module: The time tracking module is one of the core. Functionalities of the
project management SaaS tool and will allow the dynamic time tracking of all the employees or
user types of the SaaS. Users will be able to clock-in and clock-out using this module and will also
assign time limits to the specific tasks.
Project Management Module: The project management module will incorporate the
project planning, task assignment to different user types, project progress tracking, and resource
allocation. All these sub-operations of this module will be coherent to streamline the operations.
Quoting Process Module: A hassle-free quoting process will be functionalized for the
effective and timely management of financial operations of the organization. The quoting
module will allow custom quotations and estimations based on the specific details of the project.
Moreover, it will also bring the revisions and updates in consideration to revaluate the quotes.
Payroll Functionality Module: This module works in conjunction with the time tracking
module. Based on the time tracked, it will generate payroll slips of all user types in accordance
with their hourly wages. This module will automate the payroll administration process.
Invoicing Module: The invoicing module will automate the creation of invoices based on
the selection of materials and services for a project. The cash flow management will become
seamless and transparent in real-time with the integration of this module in the software
system. Automated and accurate invoices will be generated that will minimize the manual work
and will expedite the working of an organization.
Expense Tracking Module: This module is also an important aspect of the financial
management of the projects. Users will be able to record, track, and monitor project-related
expenses and will be able to check the financial estimations of the project.
Inventory Management Module: This module will enlist the inventory stocks during
and after the project execution. The module will track the ordered and used inventory levels.
Inventory management process will be automated to utilize the costs efficiently.
Reporting Features: The project management SaaS will have a reporting dashboard
comprising all the statistics and reports concerning the projects. These dynamic reports will be
created automatically from the data configuration of other modules. Users will be able to check
and keep a track record of previous reports.
User Types: Dynamic and customized profiles/dashboards will be created for different user
types with a different scope of accessibility.
Testing and Revisions: After the completion of frontend and backend
development processes, we will do comprehensive testing of the SaaS while ensuring that
everything works as desired. We will do the required revisions as directed by the client to finalize
the software.
Final Deployment and Launch: After the final set of revisions, we will deploy
the SaaS project management software to the client’s server and will test it again after launching
it on the client’s server.
Deliverables:
Figma design for the Project Management SaaS
Frontend development after Figma finalization
Backend development including all the modules
Testing and Revisions
Final deployment to client’s server
Milestone Schedule:
Total Cost: $15,000
Total Timeframe: 4-5 months
Milestone 1: Figma design and revisions
Milestone 2: Frontend development
Milestone 3: Backend development (time tracking module)
Milestone 4: Project management module
Milestone 5: Quoting process module
Milestone 6: Payroll functionality module
Milestone 7: Invoicing module
Milestone 8: Expense tracking module
Milestone 9: Inventory management module
Milestone 10: User types
Milestone 11: Third-part integrations
Milestone 12: Testing and revisions
Milestone 13: Final deployment and launch
Key Assumptions:
The cost of the project and the delivery time is based in our idea of work. If any additional work comes
up, the client will be kept in loop and informed about in advance.
Appendix:
This scope of work document comprehensively entails all the requirements of the Project Management
SaaS as elaborated by the client over the chat.
