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REFEN, an enterprise SugarCRM implementation

REFEN is a component based assembly application, using SugarCRM as core component that has been designed, developed and Q/A tested in 10 weeks following OptAM methodology with a development team of 3-4 people.

REFEN provides a web 2.0 interface for the work office department of the State of Vaud (Switzerland). The REFEN system:

• manages firms details,
• plans legal inspections and keeps track of history,
• manages working conditions compliance,
• manages documents linked to inspections,
• provides high level security access to form fields based on user profile,
• provides enhanced search capabilities,
• provides user centric forms (dynamic forms, logical information grouping, Auto-Adaptative sections, Helpful nice features, Field content listing popup, Ajax type form validation).

The assembly was done using, as core components, following SugarCRM modules:
-- Basis modules

• Schedulers
• Projects
• Call, meetings, tasks
• Contacts

-- Adapted modules

• Accounts
• Opportunities
• Users
• Cases

-- New modules

• Alfresco document
• Travels
• Team notice

-- Forge adapted module

• DocMerge

-- Forge module

• ZuckerReports (JasperReports)

Modules purpose

The schedulers module is used to interface firms information (account module) with the firms master database and the invoices (cases module) with the invoicing system.

The projects module is used to group opportunities (opportunities module).

The call, meetings, tasks module is used to manage and follow up the inspections done in the firms.

The contacts module is used to define people details linked to the firms (account module).

The users module has been exhaustively adapted for managing user profiles where the Sugar default security model has been highly customized. REFEN implemented advanced security access levels and custom permission accesses to data displayed in the front-end.

REFEN developed a new module (Alfresco document) for integrating the Alfresco document repository.

The travels module was developed for managing all visits performed by inspectors to the firms.

The team notice module enables notification defined by the adaptive workflows.

The DocMerge module allows managing document templates used by the users for reporting on visits.

The ZuckerReports module enables the reporting capabilities of REFEN that provides a set of defined reports about firms, inspections and invoices.

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