SMEs & startups Usage scenario

Unified back-office, from prospecting to billing

A custom web back-office that brings prospecting, project management and billing together for a growing SME.

Describe your project See the solution

Project overview

This scenario illustrates what we build; it is not a client reference.

This scenario shows how an SME can replace its spreadsheets, emails and separate software with a custom web back-office. The tool brings together prospecting, project management and billing. Management follows the business in one place.

Client challenges & requirements

A growing SME works with many disconnected tools: spreadsheets for sales tracking, a separate billing tool, project management by email.

The result: lost time, duplicate data entry, costly errors and little visibility for management.

Main objectives

Replace spreadsheets and manual processes with a centralized tool

Create a smooth workflow from prospecting to billing

Adapt the tool to the company's unique business processes

Improve team productivity and data reliability

Project solution

After a needs analysis, Prisma Soft builds a custom web back-office that becomes the company's central tool. Processes are mapped, then simplified.
The application is delivered in short sprints, so the team can use the first modules early. The modular architecture lets the tool evolve.

Indicators to track

Time spent on administrative tasks
Number of duplicate entries
Team adoption rate
Billing errors
Average payment delay

Tech stack

Backend: Django Django REST framework
Frontend: React Material-UI
Database: PostgreSQL
Infrastructure: AWS (EC2, RDS, S3)
CI/CD: Jenkins Docker

Frequently asked questions

Standard software (like Salesforce or SAP) is comprehensive but often forces you to adapt your processes to its logic. A custom tool follows your business processes exactly, which makes adoption by the team easier.

It depends on complexity and functional scope. Work is done in agile mode with regular deliveries: the team uses the first features from the first sprints and the scope is adjusted continuously.

We favour a modular architecture and complete documentation. After delivery, we can provide corrective and evolutionary maintenance, or train your technical teams so they can take over on their own.