About Client
The client is a United States-based Non-Governmental Organization (NGO) dedicated to supporting schools and colleges by reimbursing expenses for non-curriculum courses, activities, and materials. Their efforts are focused on providing students with access to life-changing opportunities that enhance personal and educational development.
Business Goals & Specifications
- Reimbursement Request Management
- The platform should facilitate financial assistance by allowing schools and colleges to submit reimbursement requests through the portal.
- School representatives should be able to request reimbursements on behalf of teachers, utilizing the Reimbursement Portal to manage these requests based on the approved amounts.
- NGO admins should be able to efficiently review, approve, or reject reimbursement requests.
- Document Management
- The platform should enable school representatives to attach multiple documents to reimbursement requests, supported by an advanced Document Management System.
- It should ensure secure storage and easy access to all relevant documents for review and auditing.
- Data Visualization and Reporting
- The portal should provide features that allow NGO admins to visualize reimbursement data through various charts, enhancing Reimbursement and Payment Analytics.
- It should also include the ability to generate and download detailed reports in PDF format, aiding in comprehensive financial analysis.
- Historical Data Integration
- The system should implement Excel importer features to seamlessly upload and integrate the NGO’s legacy data into the new system.
- The imported data should be accurately reflected within the portal’s reimbursement and reporting functionalities.
Implemented Features & Capabilities
- Reimbursement Request Forms : Implemented multiple types of reimbursement request forms to facilitate access to various services.
- Document Management : Developed features for seamless upload and download of documents, streamlining the management of reimbursement requests.
- Data Visualization : Integrated charts and graphical representations to provide effective insights, giving NGO admins clear visual data.
- Request Management : Configured efficient management of all types of reimbursement requests, with features for admins to approve or reject requests.
- Payment Options : Implemented support for various payment methods, allowing admins to process direct payments to users.
Technology Components & Implementations
- Service Builder : Utilized to manage and handle reimbursement requests efficiently.
- Kaleo Workflow : Enabled assets for the reimbursement entity (Liferay entity) to configure a custom Kaleo workflow tailored to client requirements.
- JSF/PrimeFaces : Developed complex forms and implemented charts using JSF/PrimeFaces for enhanced user interface and functionality.
- Apache POI : Employed Apache POI to read and process Excel files within the Excel importer portlet, facilitating smooth data integration.
Technical Blueprint
Primefaces 7.0
MySQL
JQuery
Bootstrap
JSF 2.2
Liferay 7.0
Apache POI
JAX-WS Rest web services
JSF 2.2
Benefits & Value Proposition
- Streamlines financial processes : Reduces manual tasks and improves efficiency.
- Enhances transparency : Real-time payment tracking and automated workflows.
- Advanced data visualization : Provides better decision-making and financial insights.
- Document management and payment processing : Seamless handling of reimbursement requests.
- Historical data import : Ensures accurate reimbursement and reporting functionalities.
- Time-saving automation : Automates approval, rejection, and payment processing tasks.
Visual Insights
Wants to know more about the “Efficient Reimbursement and Payment Management Platform” case study?
I am thrilled to share that my experience with IGNEK has been outstanding and a privilege, especially with their exceptional work on our Efficient Reimbursement and Payment Management Platform. Their expertise and dedication have significantly uplifted our NGO portal, providing advanced features and seamless functionality, and their commitment to excellence has truly made a positive impact on our operations.
