I engaged with a car rental company that had encountered challenges in managing their customer data due to reliance on an outdated system. This issue was compounded by the diverse nature of their clientele, ranging from individual renters to corporate entities. The complexity of managing such varied data sources made organization cumbersome. To address this, I proposed the development of a modernized system, offering a responsive website interface along with a modernize database accessible across various devices, facilitating efficient management of customer data from desktop computers to mobile smartphones.
This webpage serves as the central hub for the company's administrators, offering a comprehensive overview of all client details presented in a tabular format. Positioned conveniently above the table is a search bar, enabling administrators to swiftly locate specific information by name, date, or phone number. In summary, this page provides administrators with a holistic view of their clientele and includes a "Create Form" button, facilitating the seamless addition of new client entries.
The table, as demonstrated earlier, offers interactive functionality where each row is clickable. Upon selecting a specific row of interest, administrators are directed to a detailed client profile page. This page provides comprehensive information about the selected client. Administrators are empowered with a range of functionalities from this interface. They can view the information exclusively, edit client details as necessary, download the data in PDF format, email the information directly to their finance team, preview the data in a simplified PDF format, and/or delete the corresponding client data as needed.
All these functions have been meticulously coded with the primary focus on enhancing convenience for the company and prioritizing the needs of the clients. Each function is designed to streamline operations and optimize the user experience, ultimately aiming to facilitate efficient management of client data and operations for the organization.
I won't delve into the additional features like emailing to finance or deleting data, as they are relatively straightforward. However, I'd like to highlight the "View in a PDF" feature, which allows administrators to generate customized PDF summaries of client details. The PDF template provided by the company includes dynamic input fields, such as automatically ticking the "new" section if the rented car is new. Previously, the company relied on Microsoft Excel for price and interest calculations. With my website solution, I've implemented automatic calculation logic, ensuring accuracy and efficiency in generating PDFs with updated information reflecting these calculations.
As can be seen above the ticks in the PDF were coded with logic to understand the client information and tick the right checkbox accordingly.
This feature encompasses the creation of new client profiles. Administrators can effortlessly populate a form to input relevant details for new clients. Notably, the form includes provisions for capturing signatures, marking a significant departure from traditional methods of client onboarding. This innovation revolutionizes the approach to managing new client entries, streamlining the process and enhancing efficiency for the administrators.