FAB

Client: Agencija Novelus

Year: 2018

 

Financial Application Business

Objectives

Enabling easy-to-understand and most of all quick and easy-to-use management of inbound and outbound accounts, revenue and expenses, and a simple, transparent analysis of the situation with just a few clicks for transparent and recorded way of doing business. The goal is to provide a transparent and easy financial overview of projects and a simple tool for careful monitoring of financial plans.

Challenges

The application needs to be connected or integrated with other accounting services (for example eRacuni, since such tools already allow certain functionality. Above all, our goal is to issue invoices in purely electronic form and the best option to do that is with the use of an existing mechanism. E-invoices and similar accounting online services enable integration through their APIs, but only for their subscribers.

Step One

Analysis of the existing situation

The development of the system will be carried out by analyzing the existing situation in the company. In this way we will first try to solve our problem.

In our company, data on incoming and outgoing subscribers were recorded using a pre-designed spreadsheet in Excel. Such a way in principle enabled us to effectively save data, but the very structure of data is poor, and the way in which inputs are managed is complicated, unpredictable and slow in comparison with outputs. It is also a problem of simultaneous data editing (which could otherwise be solved by storing data in the cloud), and every individual can enter any data into the table – there is no control over the correctness of the entered data, and all the data had to be manually imported into the accounting service.

Analiza obstoječega stanja

Step Two

Planning

Planning is one of the most important steps in software development, especially in such a project where requirements can rapidly grow bigger or the amount of functionality increases during development. The first step is the assembly of all functionalities; In the first version, we arranged the possibility of adding inbound invoices to each invoice and exporting to our accounting system, e-invoices. Then we used an example of Excel table as a base to set up a basic structure for a new database that will serve to store data in the future. It was also important for us to import existing invoices into the system, which is why we have developed functionality that has transformed the existing Excel document into our desired data format.

When it comes to appearance our goal was to create an app that is simple and quick to use, and that the user doesn’t have to take too much time to add data to the system and quickly obtain the desired data from the application.

ER diagram

Step Three

Execution

For implementing such web applications we use web framework Laravel, which is based on the PHP programming language. The framework provides a complete way of developing such applications, where functionality can be expanded in the future and the structure of the database can be changed (we must pay attention when changing the structure of the database). Alongside the development of all imagined functionalities, we have developed and integrated an administrator panel, which enables us the full overview and the possibility of editing all data in one place in a simple way.

Izvedba

Step Four

Testing

We tested the application in two ways; First we carried out unit testing where we had to write a code that tests a certain functionality. In the long run, this saves us a lot of time, because we can easily test it later when one of the functionalities changes.

The second part of the testing was carried out when the application was already deeply developed; We presented the case at the company and started using. In the background we were collecting error information – we set up the assembly of errors using the instant messaging application Slack, which immediately notified us of the error. We are using the application for a year now and we are constantly improving it. This requires the help of all the employees in the agency, or anyone who uses the system – with the use of the system they think about what they want or where we can still improve things.

Testiranje

Step Five

Launching and marketing

In conclusion, we’ve reviewed the code and optimized it to make it as easy as possible for later editing.

For marketing needs we created a landing page and presentation video. We believe this is an appropriate way to promote such a product which enables us to present all the functionalities that the application allows.

Of course, the best way to present the application is to offer it for a trial so users can try it out for themselves.

FAB

Step Six

Maintenance and upgrades

We maintain and collect feedback from all users on regular basis. In this way we improve the entire system. We try in particular to improve only the user experience, which is very important in this type of application, as it can save a lot of time for end users. We are trying to make the application simple and quick to use, but at the same time it provides an overview of all the important information.

Vzdrževanje in nadgradnje

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