Years in Business
Projects Delivered
Client Relationships
Countries Served
Alorica
M365 Login with OAuth Integration
BPO & Digital Customer Experience
Tasks, Quotes, Approvals, Resource Allocation
The client Alorica is a global digital customer experience and business process outsourcing company serving leading brands across multiple industries. As the organization scaled its operations, managing projects, quotes, approvals, resources, and costing through fragmented and manual processes became increasingly difficult.
Nextwebi partnered with Alorica to build a custom web application for project delivery and sales-quote management, supported by M365 authentication, structured workflows, and operational reporting that improved operational visibility, reduced manual dependency, and enabled teams to manage project delivery and quotation workflows more efficiently.
The client is one of the largest BPO and a digital customer experience partner for innovative companies worldwide. The company supports leading global brands with customer experience solutions, skilled talent, and operational resources required to deliver high-quality outsourcing services.
The sales teams working across multiple projects, clients, workflows, and geographies, the organization required a reliable internal custom platform build over office 365 to bring project execution and quote management into a single structured system.
The client faced multiple operational challenges in managing projects and quotations, sharing them with teams and obtaining internal approvals. Task allocation, pricing workflows, approvals, resource costing, and project tracking were handled through disconnected processes, which created delays and reduced visibility. These challenges illustrate how custom web applications streamline business processes by centralizing tasks, approvals, data, and operational visibility.
Tasks across projects were assigned and tracked manually, leading to confusion, missed updates, and delays in execution.
The existing quote process lacked automation and integration, increasing the chances of pricing errors and approval delays.
Multiple stages required manual intervention, making the process time-consuming and difficult to monitor.
Resource allocation and costing were managed manually, creating challenges in budgeting and profitability tracking.
Managers needed better control over approvals, escalations, deadlines, and project progress.
Nextwebi designed and developed a centralized project and quote management application build with M365 login and a top layer in office 365 to help the client manage their clients, project delivery timeline, quotations, workflows, approvals, resources, and user access from one platform.
The solution was built to simplify day-to-day operations, reduce manual follow-ups, improve quote accuracy, and provide structured workflows for internal teams and stakeholders.
A centralized module enabled managers to assign tasks, track progress, manage deadlines, and monitor project execution across teams.
The application streamlined quote creation, automated pricing calculations, and improved accuracy in client quotations.
Configurable workflows helped teams move projects through predefined stages with reduced manual intervention.
Approval and escalation workflows were implemented to support faster decision-making and timely issue resolution.
Role-based permissions ensured users could access only the modules and data relevant to their responsibilities.
The platform enabled structured resource allocation, cost tracking, and budgeting support for better financial visibility.
The implementation helped the client transform its project and quote management processes into a more structured, transparent, and efficient system. Teams gained better control over assignments, approvals, quotation workflows, resource allocation, and costing.
Centralized task management reduced confusion and helped teams track project progress more clearly.
Automated quote generation and pricing workflows helped minimize manual errors.
Configurable approval and escalation workflows supported quicker decision-making.
Managers gained better visibility into project status, deadlines, resources, and costing.
Role-based access control and OAuth integration ensured sensitive business data remained accessible only to authorized users.
By building a custom project and quote management application, Nextwebi helped the client modernize critical internal operations and improve collaboration across global teams. The platform enabled better control over project execution, quotation accuracy, workflow governance, and resource management.
This case study demonstrates how enterprise application development can help BPO and customer-experience companies improve efficiency, reduce manual work, and scale delivery with greater control.
Nextwebi helps businesses design and develop custom enterprise applications for workflow automation, project management, quote management, CRM, ERP, and business process automation.
Nextwebi’s software development services cover workflow automation, project management, quote management, CRM, ERP, and other custom enterprise applications.
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