Web Based User friendly Crm Software


Developing Custom CRM Software

Project Info

Migrating the client’s custom patent software to online using .Net architecture leveraging Azure Cloud Technologies and Machine Learning.
  • Industry Domain: Innovation & IP consulting
  • Technology: Custom Software with .Net MVC
  • Location: Williston, VT

Meet The Client

For a quick overview, the client is serving the industry since 1998 by providing innovative consultations and Intellectual property (IP) engagements all over the world. Founded by IBM’s top inventor, the firm has delivered 800 successful inventions comprising over 10% of the Fortune 500 companies. The firm has worked around various areas of innovation and invention in the field of Software and Technology, Industrial and Manufacturing, Retail and Consumer, Financial services, and so on. Their software and engagement tools are well-structured to provide answers to key business questions along with solid data and analysis.

The Challenge

The client was using a manual way to review patents, which means, they used to work in an offline mode to perform the reviewing operation. In this digital era, working offline is one big challenge as the review process might take weeks or even months to complete which could result in a waste of time and loss of great clients. Patents reviewing in an offline way involve a lot of complex tasks such as correctly examining the background and summary of the invention, detailed description of the invention, claims, abstract, and whatnot. This could result in several human errors and might take a lot of time.

Our Role

Csharptek worked on custom software for the client to build an online platform for reviewing patents. We came out with a solution in the form of custom web-based software with having a sophisticated and user-friendly user interface. With our experience in the industry for developing world-class software, we used .net technologies leveraging Azure cloud to develop Intellectual Property CRM for the client.

Developing the web-based solution

.Net and Azure are the perfect combinations to work with when it comes to developing client’s software from scratch. The Azure SDK available for .Net makes incorporating Azure services into the application as simple as installing any package, instantiating the client’s object, and calling suitable methods. More than 100 services of Azure supports .Net natively which makes it easier in developing the frontend of the software. Along with this, Azure uses DevOps to establish CI/CD which allows updates to take place in a single click. Building, developing, and deploying the software on the Azure cloud has transformed the client’s software from offline to online. The review patents process which was earlier taking weeks to complete with .Net leveraging Azure services it can be completed in an hour or two. With the shorter code, built-in authentication, server-side technology, cross-platform support, and cloud-based web application development, the software has succeeded in providing a great facility to review patents in a ready-to-use and online platform.

Integrating Security

Security of the software was also a great concern while developing it but there also Azure played a major role by providing Azure Role-based access control(RBAC) as a security integration. Role-based access control is a way to provide access to various users of the software according to their roles. For example, the access to review and edit patents was only given to the organization's employees working in the reviewing department. This has reduced the need for paperwork and human errors. With an RBAC system in place, the client can more easily meet statutory and regulatory requirements for privacy and confidentiality as IT departments and executives can manage how data is being accessed and used. While assigning a role 3 elements were kept in mind:

  • 1. To whom the roles are assigned – User, group, service principal, or managed identity
  • 2. Permission to perform a list of operations to the role
  • 3. Defining the scope of the resources
Role-based access control has proved the most efficient way to provide security to the client’s custom software.

The core of the software

A bulk import feature was created which formed the core of the software. The feature has allowed the software to perform bulk import and export of patents using a CSV formatted file. This feature is available with Azure DevOps server 2020 and Azure DevOps services. Using bulk import, users can perform a bulk upload of data even when the excel file headers do not match the database table column name. Azure Import/Export service is used to securely upload and store bulk data of the client’s software to the Azure datacentre. The uploading of bulk data is performed with the help of Azure Jobs. Also, the data on the Azure cloud is encrypted using AES 256-bit BitLocker to provide high security to the data stored. This became the main feature for the software because it eased the process of reviewing patents.

Analysis of the data

Accelerated analysis of the client’s software is done through Azure Machine Learning tools. Machine learning was implemented to analyze the data and perform prediction analysis to output the desired results. Using Azure Machine Learning Workspace, models are built, train, test and deployed with no code/low code options. Azure has several tools for Machine learning such as Machine learning CLI, Jupyter notebooks, Reinforcement learning, and a variety of open-source frameworks such as PyTorch, Tensorflow, and many more. Incorporating Machine learning for the client’s software has improved the overall analysis lifecycle of the custom software.

The Conclusion

Building Custom software for the client using .Net and Azure cloud services has transformed the software from offline to online mode. Shifting the software online has decreased the time for reviewing patents and increased efficiency. Reliability, security, maintainability, and adequate size for the software increased the business value of the client. Building the software with .Net has enabled cross-platform and easier Azure cloud-based Web application development support. Overall, Intellectual Property CRM custom software was developed with a sophisticated and user-friendly user interface.

With a Microsoft Silver Cloud Platform Competency, Csharptek aims to turn barriers into miracles for the clients and focuses on building a tailor-made enterprise platform to fulfill their technological needs today, tomorrow, and beyond. Csharptek is an end-to-end IT solution provider company that can help you build any custom software according to your requirements through .Net and Azure Services along with Machine Learning. Csharptek has experienced professionals working with Azure Services, custom software solutions, SaaS solutions, Managed Services, Machine Learning, and many more. So, if you are seeking any kind of Azure Services or some kind of custom software from Microsoft’s Silver Competency, get in touch with our front desk supporting team at info@csharptek.com or call on 18008902630

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