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Case Study for automating the onboarding and request processing of business customers for SWIFT Connect

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AsnakeMulu/SwiftConnect

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This project is a case study for automating the onboarding and request processing of business customers for SWIFT Connect, replacing the existing manual process with an electronic one. The solution includes:

  • A web module for collecting customer requests.
  • A CRM module for processing those requests within the company's platform.

Features

Web Module

  • User-friendly interface for business customers to submit requests.
  • Form validation to ensure the accuracy of submitted data.
  • Integration with the CRM module for seamless processing.

CRM Module

  • Admin interface for viewing and processing customer requests.
  • Request management tools (approve, reject, or update requests).
  • Dashboard for tracking request statuses and analytics.

Technology Stack

  • Frontend: HTML, CSS (Bootstrap), JavaScript
  • Backend: Python (Django framework)
  • Database: SQLite
  • Template Engine: Django Templates

Setup Instructions

1.Clone the repository:

git clone https://github.com/AsnakeMulu/SwiftConnect.gitcd SwiftConnect

2.Install dependencies:

pip install -r requirements.txt

3.Start the application:

python manage.py runserver

4. Open your browser and visit

http://localhost:5000

Contributing

Contributions are welcome! Please fork the repository, create a new branch for your feature or fix, and submit a pull request.

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Case Study for automating the onboarding and request processing of business customers for SWIFT Connect

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