PROJECT BY QUALIX SOLUTIONS
Revolutionizing Business Operations for Transparency Language
Transparency Language is a professional language service agency offering high-quality translation and interpretation services. With a focus on customization, they support businesses with quick responses and specialist services, including localization, editing, proofreading, transcription, language technology, and quality assurance (LQA). To date, Transparency Language has supported over 6,000 brands worldwide in industries like technology, marketing, legal, and finance.
Challenges Faced by Transparency Language
- Currently, the client manages all customer information manually through Microsoft Access.
- They also manage their interpreters and translators, including pay, using Microsoft Access.
- The client wanted to move away from manual processes and automate their business operations.
- Assigning jobs to interpreters and translators was done manually, leading to inefficiency.
- Communication with employees, translators, and interpreters was scattered and inconsistent.
- They required a CRM that could manage all aspects of their business seamlessly.
Gathering Requirements and Understanding Client Needs
Transparency Language’s key requirements were:
- A quote form for interpreting and translation services that clients can fill out when requesting services.
- The ability to receive queries in their CRM, where an admin would analyze the request and send an estimate to the client.
- Once a quote was approved, the admin needed the ability to assign the service to the appropriate interpreter or translator.
- A process to track when the service was completed and when the client approved it.
Competitive Research to Understand Market Landscape
To create a unique and effective solution, we conducted in-depth research into Transparency Language’s competitors. Our findings revealed that their main competitors were:
- Boostlingo
- Smartling
Crafting the User Flow
We developed a comprehensive user flow that mapped out the journey from receiving a client request to assigning jobs and completing the service. This flow outlined the steps the admin would take to manage queries, assign interpreters or translators, and ensure job completion.
Wireframes to Provide Structure and Clarity
After the competitive research, our UX designers crafted low-fidelity wireframes, highlighting the essential screens and user interactions for Transparency Language’s CRM. These wireframes were shared with the client for feedback and iterative improvements were made based on their insights.
Creating the First Look and Feel of the Dashboard
To bring the project to life, our UI designers created two visual concepts for the Dashboard. After careful review, the client selected Option 02, which provided a modern and intuitive interface that aligned with their vision.
High-Fidelity Design in Figma
Once the dashboard concept was approved, we extended this visual direction across the entire software, creating high-fidelity designs in Figma. These detailed screens incorporated all user interactions and features needed for the CRM to function smoothly while keeping the design intuitive and user-friendly.
Solutions We Provided
Centralized Customer Queries and Assignment Management
We developed a CRM that centralizes all customer queries, making it easy for admins to manage incoming requests. From this single platform, users can decide which queries to proceed with, send estimates, and assign jobs to the appropriate interpreters or translators—all in one place.
Separation of Translation and Interpretation Jobs
To simplify job management, we created a clear division between translation jobs and interpretation jobs. This allows admins to manage each type of service independently, view job statuses, send assignment forms, and track job progress with ease.
Integrated Inbox for Seamless Communication
An integrated inbox feature was added to facilitate communication directly within the CRM. Admins can easily email clients or communicate with contractors (interpreters/translators), send and receive documents, and maintain a record of all conversations related to each job.
Payment Management and Invoicing
Our CRM also includes a payment management module. This allows users to track payments received from clients and manage payments sent to contractors. The system automatically updates payment statuses, making it easier for Transparency Language to stay on top of their financial transactions.
Conclusion: Automating Transparency Language's Operations for Efficiency and Growth
At Qualix Solutions, we successfully transformed Transparency Language’s business by building a custom CRM tailored to their unique needs. By automating customer queries, job assignments, communication, and payments, we streamlined their operations and improved overall efficiency. Our design and development solutions allowed Transparency Language to shift from a manual, Microsoft Access-based process to a modern, automated CRM that supports the business as it grows.
With a clean, user-friendly design and an organized workflow, Transparency Language is now better equipped to handle the increasing demands of their clients, while maintaining their high standards of service delivery.
