Enterprise Payroll & HRM Platform
Enterprise-level cloud platform for brokers selling Payroll, HRM, TLM, and Benefits Management services to employers. Multi-tenant architecture on AWS.
The Challenge
Create a multi-tenant cloud platform for payroll brokers to manage contacts, quotes, implementations, documents, and digital agreement signing across multiple employer clients.
Our Solution
Built an enterprise CakePHP platform on AWS with contacts & companies management, fact finders, quote comparisons, web quote approvals, Adobe Echo Sign digital signing, MailChimp campaign management, and Google/Outlook calendar and inbox integrations.
Key Functionalities
- Contacts & companies management
- Activities & calendar integration (Google/Outlook)
- Fact finders for client assessment
- Quotes, web quote approval, and quote comparisons
- Implementations with Adobe Echo Sign digital signing
- Documents management
- BOR (Broker of Record) management
- MailChimp campaign management
- Role-based access control
The Results
Multi-tenant broker platform on AWS
Digital agreement signing via Adobe Echo Sign
Google & Outlook calendar/inbox integration
MailChimp campaign management
Role-based access (Administrator, Admin/Broker, Client)
Project Details
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