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Simplify Approvals and Goals With Agenda & Meeting SaaS Platform

We designed a comprehensive SaaS solution with both a web portal and mobile application, aimed at making the approval process in complex organizational structures more efficient. This Meeting Platform includes features such as virtual video conferencing, live chat during meetings, voting, and the maintenance of detailed meeting minutes, all accessible via a web portal and mobile app.
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About Client

The client is a prominent organization in a major Asian country, specializing in developing advanced products that deliver enterprise-level solutions for businesses and universities.

Business Goals & Specifications

  • Solution Overview
  • The client aims to develop a comprehensive Meeting Platform that enables organizations to efficiently manage subjects, meetings, tasks, appointments, and video conferences.
  • Deployment Options
  • The solution should be available as either a SaaS agenda platform or an On-Premise platform, depending on the end customer’s preferences.
  • Application Access
  • Platform should have both a web application and a mobile application to ensure accessibility.
  • SaaS Specifications
  • A unique URL should be assigned to each company that registers on the platform, providing a personalized entry point for their users and ensuring a distinct experience.
  • Administrative Features
  • Administrators should be able to create and manage committees and users within the portal.
  • Meeting Management
  • Users should be able to create and manage meetings based on their roles within committees.
  • Include functionality for sending subjects or meetings to the parent committee for approval.
  •  Task & Subject  Management
  • Users should have the ability to create and assign tasks to others, and manage tasks effectively.
  • Users should be able to create and manage subjects within the portal.
  • Role-Based Access
  • Users with head and secretary roles should be able to create and manage meetings, subjects, tasks, and appointments.
  • Users with member roles should be able to view their own meetings, subjects, tasks, and appointments.
  • Meeting Interface and Notifications
  • A live meeting interface should be incorporated into the platform, featuring live chat and voting capabilities to enhance user interaction and engagement.
  • Notification triggers should be implemented to keep users informed via WhatsApp, SMS, and email, ensuring timely updates and effective communication.
  • LDAP Integration
  • The system should be integrated with various LDAP systems to enable the import and synchronization of existing users, ensuring seamless user management and consistency across platforms.
  • Reporting and Documentation
  • The solution should generate Minutes of Meetings (MOM) and comprehensive reports for meetings, tasks, and subjects.

Implemented Features & Capabilities

  • Account Creation and User Management : The solution allows company owners and management to create an account for companies, seamlessly integrating with the Meeting Platform to import users from the LDAP directory.
  • Administrative Controls : An admin panel is introduced for managing company-related aspects such as committees, users, various settings, and logos, enhancing administrative capabilities within the Meeting Platform.
  • Bulk Upload Functionality : A bulk upload feature is implemented to efficiently add multiple committees and users, streamlining processes.
  • Data Storage : Out-of-the-box (OOTB) entities are used for storing data related to users, organizations, and categories, enhancing the platform.
  • Global Search : A global search feature is integrated, allowing for quick and efficient data retrieval.
  • Meeting and Conference Management : Heads and secretaries can manage meetings, subjects, appointments, and conferences, while members can view these data.
  • Live Meeting Features : A live meeting page with voting and live chat functionalities is implemented, enhancing interactive capabilities.
  • Content Management Workflow : A multi-level complex workflow is designed for managing content, applicable to custom entities.
  • REST API Integration : Common REST APIs are used to expose data to web and mobile applications, ensuring smooth integration.
  • Report Downloads : Implemented a feature where users can download reports in PDF and ZIP formats, improving accessibility.
  • Calendar Integration : The portal creates Google Calendar events in user’s google calender for meetings, appointments, video conferences, or tasks.
  • Meeting Links : Integrated Microsoft teams, Google Meet and Zoom meeting where Platform user can create meetings and other users can join it facilitating easy access.
  • Voting Participation : Implemented a feature where participants can engage in voting questions during live meetings.
  • Decision Making : Developed a feature that allows heads to make decisions directly from the live meeting screen, significantly optimizing processes.
  • Visualization Tools : Charts are developed to provide visualizations for committees, members, meetings, and attendance data, supporting analysis.

Technology Components & Implementations

  • Liferay CE Portal 7.4 GA 4 : Custom entities, workflows, and indexers were developed using Liferay CE Portal 7.4 GA 4.
  • REST API Integration : Content is exposed to various channels through REST APIs.
  • SMTP Configuration : SMTP is configured to implemented email notifications.
  • LDAP Integration : LDAP is used to enable users to log in with their company email addresses.
  • Elastic Search : Elastic Search is utilized to enhance performance and search capabilities.
  • MySQL : Multi-Node MySQL serves as the database for the Liferay portal.
  • Service Builder : Service Builder is used for persisting and fetching custom data.
  • Google and Microsoft Calendar API Integration : Integrated Google and Microsoft Calendar APIs to create meeting and appointment events on users’ calendars.
  • React JS : React JS is employed for the front end of the web application.
  • React Natie : Mobile applications are built using React Native.
  • Twilio Integration : Twilio is integrated for implementing WhatsApp and SMS notifications.

Technical Blueprint

ReactJS

MySQL

SMTP

REST APIs

Whatsapp

Liferay CE
Portal 7.4 GA 4

Google Meet

Google Calendar

Outlook Calendar

GraphQL icon

GraphQL Federation

React Native

Microsoft Teams

GraphQL icon

GraphQL Federation

Whatsapp

Provided Services

SaaS Development

Liferay Development and Customization

Liferay Theme Development

Liferay Architecture Design

Liferay Support & Maintenance

Liferay Performance Tuning

ReactJS Single Page Development (SPD)

ReactJS Custom Application Development

ReactJS Enterprise Application

ReactJS Applications Architecture

ReactJS API Integration

Benefits & Value Proposition

  • Streamlined Approvals : The platform simplifies approval processes, making it easier to manage meetings, tasks, and subjects in complex organizations.
  • Enhanced Accessibility : With both web and mobile apps, users can access the platform anytime, anywhere, ensuring seamless management.
  • Improved Collaboration : Live chat, video conferencing, and voting features boost real-time interaction and decision-making during meetings.
  • Robust Administration : Centralized controls for managing committees, users, and settings make administration efficient and straightforward.
  • Effective Task Management : Users can easily assign and track tasks, ensuring timely completion and accountability.
  • Seamless Integration : The platform integrates with LDAP, Google Calendar, Microsoft Teams, and more, ensuring a consistent user experience across systems.
  • Real-Time Notifications : Notifications via WhatsApp, SMS, and email keep users informed, enhancing productivity and communication.
  • Data-Driven Insights : Visualization tools and reporting features enable informed decision-making based on accurate data.
  • Flexible Deployment : Available as both a SaaS and on-premise solution, the platform offers flexibility to meet various organizational needs.

Wants to know more about “Simplify Approvals and Goals With Agenda & Meeting  SaaS Platform” case study?

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We are extremely satisfied with the Meeting Platform developed for us. It efficiently manages meetings, tasks, and appointments while enhancing operational efficiency with seamless integration and robust features. The Platform offers excellent scalability and performance, even during peak times. Its mobile support and high availability have greatly improved our user experience.

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