We are looking to take our small consultancy business completely online and have identified the below spec so far, please remember due to EU/UK Data Protection concerns any solution should keep client data in our desktops or within our Office 365 E3 environment/web servers, data is our only material.
- CRM built within our Office 365 E3 environment, possibly Access Sharepoint Apps with user friendly interface
- Customers can fill a web form (currently pdf) that can be imported into CRM, security features required, possibly log in access for customers on secure portal
- Semi Automate data transfer from CRM to third party secure online websites (webforms) without API, we are happy to purchase any software licenses required for this.
- Similar Automation required throughout the business process, WorkFlows to be set up. Reduce data duplication significantly
- Web Scraping robots set up to semi automate all data entry with human intervention at key decision points.
- Improve our basic template website and/or evolve it as a Company Portal within Office 365 E3 environment, possibly with customer secure log in side.
- Set up a secure Live Chat solution on our website.
- Administer Office 365 E3 and other cloud IT support for a team of 3-5 on an Ad hoc basis.
- Tweak our paperless office set up and remote working capabilities
Thank you for your interest and effort Freelancers, please allow us this week to review your profiles and bids. We have learnt that the skill sets most required for our project are Sharepoint 2016, Office 365 with focus on Access and Automation (iMacros, UiPath, WinAutomation etc) and will be focusing on those profiles.
In the meantime, please update us or drop us a message if you specifically have the above with any certification to help us identify you quickly.
Thank you for your interest Freelancers, this project has been awarded Up in another site.
thank you for your interest.
31 freelancers están ofertando el promedio de £1778 para este trabajo
Hello,Thanks for posting the [login to view URL] have read your requirement in detail and understood the [login to view URL] will be glad to assist you on the [login to view URL] forward for a discussion through [login to view URL]