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Steamatic and CMARIX: Collaborating for a Cleaner, Restored Future

Steamatic, a leader in restoration and cleaning services, partnered with CMARIX to elevate its digital presence and streamline its workload management. With a focus on creating a robust Workload Management System (WMS), the collaboration aimed to provide a seamless experience for both Steamatic's sub-offices and their clients. The WMS, developed by CMARIX, is a comprehensive solution that handles various aspects of Steamatic's operations, from claim assignments and invoicing to financial tracking and reporting. The system is designed to be fully API-compliant and operates efficiently on both iOS and Android platforms.

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Technology

DotNet Core

Built For

Web Users

Industry

Insurance

Access

Canada

Steamatic's Quest for Innovation: Addressing the Gaps in the U.S. Restoration Industry

Labor Shortages:

May not be suitable for small or regular transactions due to higher fees.

Regulatory Compliance:

Navigating complex regulations from agencies like OSHA and LEED, affecting service quality and costs.

Vendor Fragmentation:

The inconvenience of dealing with multiple vendors for different services, affecting operational efficiency.

Technological Gaps:

Lack of advanced technologies for efficient and effective cleaning and restoration services.

Customer Expectations:

Rising customer expectations for quicker, more efficient, and eco-friendly services.

Environmental Concerns:

The growing demand for sustainable and eco-friendly cleaning solutions.

Economic Fluctuations:

The industry is sensitive to economic downturns, affecting the demand for cleaning and restoration services.

Geographical Limitations:

The challenge of offering services across diverse locations in the U.S., each with its own set of regulations and customer expectations.

Market Competition:

Intense competition from both established players and new entrants, affecting market share and profitability.

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Designing Steamatic's Future: How CMARIX Engineered a WMS Masterpiece

Consultation and Strategy

Requirement Analysis:

CMARIX kicked off the project with an in-depth requirement analysis, focusing on the unique challenges and needs of the U.S. restoration and cleaning industry.

SWOT Analysis:

Conducted a SWOT analysis to identify the strengths, weaknesses, opportunities, and threats in Steamatic's existing processes.

Technology Stack Consultation:

Recommended the use of DotNet Core and MS-SQL based on the project's scalability and performance needs.

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Development

Custom DotNet Core Development:

Leveraged the power and flexibility of DotNet Core to develop custom features tailored to Steamatic's operational needs.

Database Design with MS-SQL:

Ensured data integrity and optimized performance by using MS-SQL for database design.

XA Integrations:

Seamlessly integrated cross-application functionalities to facilitate data flow between different modules and third-party services.

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Deployment and Maintenance

Cloud Deployment:

Utilized cloud services to ensure the system's scalable and reliable hosting.

Real-time Monitoring:

Implemented real-time monitoring tools to keep track of system health and performance.

Ongoing Support:

Offered continuous updates, security patches, and feature enhancements to keep the system up-to-date and compliant with industry standards.

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Design

UI/UX Design:

Crafted a user-centric interface aimed at enhancing both client and sub-office user engagement.

System Architecture:

Developed a robust, scalable architecture that could accommodate various modules, including claim management and XA integrations.

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Quality Assurance

Testing:

Undertook rigorous testing protocols to ensure the system's reliability, security, and scalability.

Code Review:

Conducted periodic code reviews to maintain code quality and adhere to best practices.

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Training and Handover

Staff Training:

Conducted training sessions for Steamatic staff to ensure effective management of the new WMS.

Documentation:

Supplied comprehensive documentation for future reference, updates, and maintenance.

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Front-End Brilliance: The Technical Features that Power Steamatic's WMS

Dashboard Customization:

Widget-based Dashboard:

Developed a widget-based dashboard that allows users to customize their view based on roles and responsibilities.

Real-time Analytics:

Integrated real-time analytics to display key performance indicators (KPIs) on the dashboard.

Claim Management:

Dynamic Forms:

Implemented dynamic forms with conditional fields to capture varying types of claims.

Drag-and-Drop Interface:

Enabled a drag-and-drop interface for easy assignment and reassignment of claims.

Work Order (PO) System:

Multi-step Approval Workflow:

Designed a multi-step approval workflow for PO requests, including dual authorization checks.

Interactive Calendar:

Incorporated an interactive calendar for tracking PO statuses, start dates, and completion dates.

User Management:

Role-based Access Control (RBAC):

Implemented RBAC to define different levels of access based on user roles.

Single Sign-On (SSO):

Enabled SSO for a unified and secure login experience.

Search and Filters:

Elastic Search:

Incorporated Elastic Search for fast and accurate data retrieval.

Advanced Filters:

Added advanced filtering options for more refined search results.

Security:

Two-Factor Authentication (2FA):

Implemented 2FA to enhance security.

Data Encryption:

Employed SSL/TLS encryption to secure data transmission.

XA Integrations:

API-based Integrations:

Utilized RESTful APIs for seamless XA integrations, allowing data exchange between the WMS and third-party services.

Data Synchronization:

Implemented real-time data synchronization to ensure consistency across all integrated platforms.

Notifications and Alerts:

Push Notifications:

Integrated push notifications to alert users about new claims, approvals, and other updates.

Email Notifications:

Configured automated email notifications for specific triggers like claim assignment and PO approval.

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Visual Design

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Architecting Steamatic's WMS: A Technical Odyssey

System Architecture:

Microservices Architecture:

The system is designed using a microservices architecture pattern, allowing each functional module to operate independently. This ensures scalability and makes it easier to update individual components.

API Gateway:

An API Gateway is used as the entry point for all client requests, routing them to appropriate microservices. This adds an extra layer of security and enables load balancing.

Database Architecture:

MS-SQL Database:

The system uses MS-SQL as its primary database, optimized for ACID compliance and high-performance queries.

Database Sharding:

To handle large volumes of data, the database is sharded based on claim types, improving query performance and scalability.

Front-End Architecture:

Single Page Application (SPA):

The front-end is designed as an SPA using ReactJS, reducing page reloads and enhancing user experience.

Component-based Design:

A component-based design approach is used for UI elements, making it easier to maintain and update the front-end.

Back-End Architecture:

DotNet Core:

The back-end is developed using DotNet Core, offering high performance and cross-platform support.

RESTful APIs:

The system exposes RESTful APIs for communication between the front-end and back-end, as well as for XA integrations.

XA Integrations:

Middleware Layer:

A middleware layer is introduced to handle XA integrations, ensuring seamless data flow between different modules and third-party services.

Message Queue:

A message queue is implemented for asynchronous processing of tasks like sending notifications and syncing data.

Security Measures:

JWT Authentication:

JSON Web Tokens (JWT) are used for secure authentication.

Firewalls and Rate Limiting:

Firewalls are set up at both the API Gateway and individual microservices, along with rate limiting to prevent abuse.

Deployment:

Docker Containers:

The application is containerized using Docker, allowing for easy deployment and scaling.

Cloud Deployment:

The system is deployed on a cloud platform, taking advantage of auto-scaling and disaster recovery features.

Revolutionizing Restoration: Key Features of Steamatic's WMS Developed by CMARIX

For End Customers:

Claim Submission

User-friendly Interface:

A simple and intuitive interface for customers to submit claims.

Dynamic Forms:

Forms adapt based on the type of claim, capturing all necessary details.

Claim Tracking

Real-time Status Updates:

Customers can track the status of their claims in real-time.

Notification System:

Automated notifications keep customers informed at every stage of the claim process.

Payment and Invoicing

Secure Payment Gateway:

Integrated secure payment options for service charges.

Digital Invoices:

Customers receive digital invoices with detailed breakdowns of services rendered.

Feedback and Reviews

Rating System:

Customers can rate and review the services they received.

Feedback Loop:

Customer feedback is analyzed for continuous improvement.

For Super Admins:

User Management

Role-based Access Control:

Define roles and permissions for different types of users within the system.

User Audit Trails:

Keep track of user activities for compliance and auditing purposes.

Claim Management

Claim Dashboard:

A comprehensive dashboard displaying all claims, their statuses, and other key metrics.

Bulk Actions:

Ability to approve, reject, or reassign claims in bulk.

Reporting and Analytics

Custom Reports:

Generate custom reports based on various parameters like claim type, region, and time period.

Data Visualization:

Advanced data visualization tools for better insights.

Notifications and Alerts

Automated Alerts:

Set up automated alerts for specific triggers, such as a high volume of claims or payment failures.

Manual Notifications:

Ability to send manual notifications to customers or internal teams.

System Configuration

Settings Management:

Super Admins can configure system settings, including notification templates and payment gateway options.

XA Integration Management:

Manage and configure XA integrations directly from the admin panel.

Behind the Scenes: Backend Features Engineered by CMARIX for Steamatic's WMS

Backend Features for Super Admin:

User Role Management:

Allows the super admin to define roles and permissions for different types of users, such as project managers, technicians, and end customers.

Data Analytics Dashboard:

Provides real-time analytics and KPIs to help the super admin make data-driven decisions.

Inventory Management:

Enables the tracking and management of all cleaning and restoration equipment and materials.

Project Workflow Automation:

Automates various stages of a project, from initiation to completion, ensuring a streamlined process.

Billing and Invoicing:

Integrated billing and invoicing system that supports multiple payment gateways.

Document Management:

Allows for the secure storage and retrieval of all project-related documents.

API Management:

Facilitates the integration of third-party services and tools through well-documented APIs.

Security Protocols:

Implements advanced security measures, including data encryption and two-factor authentication, to protect sensitive information.

Audit Trails:

Keeps a detailed log of all activities performed in the backend, aiding in accountability and transparency.

XA Integrations:

Backend support for specialized XA integrations, enhancing the system's capabilities and functionalities.

Server Monitoring and Maintenance:

Tools for monitoring server health, performance, and security, ensuring uninterrupted service.

Database Optimization:

Techniques for optimizing the MS-SQL database for faster query processing and better performance.

Technology Stack:

Backend:

DotNet Core

Web Server:

IIS

Cloud Services:

Microsoft Azure

Authentication:

OAuth 2.0

Database:

MS-SQL:

Version Control:

Git

API Protocols:

RESTful APIs

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