Previous project: business application

InfoLease: vehicle leasing back-office platform

A web-based platform that ran the vehicle leasing lifecycle, from customer enquiry through quotation and lease origination to invoicing and reporting.

Overview

InfoLease was a back-office system for vehicle leasing companies. It brought customer management, quoting, orders, lease applications, documents, invoicing and reporting into one platform, so staff were not moving data between separate tools.

Capabilities

Customers and enquiries

Manage customers and enquiries in one place, with enquiries allocated automatically to agents.

Quotes and orders

Generate quotes quickly and place and track orders for both retail and dealer customers.

Lease origination

Instalment calculations, applications with several parties, contract activation, balance tracking and termination.

Workflow automation

Configurable workflows, tasks and permissions to match how each organisation operates.

Documents

Templates and mapped data to create and distribute documents throughout the lease lifecycle.

Invoicing and payments

Invoices, credit notes and payments, including partial payments.

Reporting

Searchable, filterable reports and statistics for the business.

Technology

Web-based application
Microsoft Office 365 email integration with OAuth
Document template engine
Interactive reporting

What it shows

InfoLease is an example of building software around a business process rather than a website. The value was in the workflow: one connected record from first enquiry to final invoice.