Przeanalizuj dokładnie mój OBECNY system CRM i wykonaj kompleksowy audyt techniczny, funkcjonalny oraz procesowy całej aplikacji.
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## APPLICATION OVERVIEW A comprehensive technical audit application designed to analyze and evaluate an existing CRM system. This application will assess the functionality, processes, and technical aspects of the CRM to identify issues and propose a detailed improvement plan, ensuring that the system operates efficiently and meets business needs. ## CORE FEATURES 1. **Dashboard Analysis** - Evaluate the dashboard for key business data, accuracy of statistics, and support for sales management. 2. **User Module Assessment** - Analyze functionality for different user roles such as Sales, Installers, Backoffice, and Admin to ensure all features are effective and user-friendly. 3. **Sales Process Review** - Assess the completeness of the sales process from lead acquisition to installation and payment handling. 4. **Calculator Evaluation** - Examine the installation calculator for accuracy in calculations, data input, and investment return metrics. 5. **Offer Generation Checks** - Review the offer generation process for customization options, attachments, and integration with the calculator. 6. **System Consistency Verification** - Ensure all modules interact correctly and data flows seamlessly between them without logical inconsistencies. ## DESIGN SPECIFICATIONS - **Visual Style:** Minimalist - Clean, simple design with plenty of white space, emphasizing clarity and usability. - **Color Mode:** Light theme with dark text on light backgrounds to enhance readability. - **Layout:** - A single-page layout with sections for each feature, utilizing cards or collapsible panels for organized content presentation. - **Typography:** - Use a sans-serif font for clarity, with a clear hierarchy (e.g., larger headings for sections, medium size for descriptions, and smaller text for details). ## TECHNICAL REQUIREMENTS - **Framework:** React with TypeScript - **Styling:** Tailwind CSS for responsive and utility-first styling - **UI Components:** Utilize shadcn/ui for consistent and modern UI elements. - **State Management:** Implement context API or Redux if needed for managing application state. ## IMPLEMENTATION STEPS 1. **Set Up Project Environment** - Initialize a new React project with TypeScript. - Install Tailwind CSS and shadcn/ui components. 2. **Create Page Structure** - Design the main layout with sections for each core feature. - Implement a responsive design to ensure usability on various devices. 3. **Develop Core Features** - Build components for dashboard analysis, user module assessment, sales process review, and more. - Implement logic for evaluating the CRM system based on user input. 4. **Integrate State Management** - Set up context or Redux for handling state across different components. 5. **Conduct Testing** - Perform unit tests on key functionalities and user interactions to ensure reliability. 6. **Deploy Application** - Host the application on a suitable platform and ensure it is accessible for stakeholders to review. ## USER EXPERIENCE The application will guide users through the audit process with intuitive navigation. Users can select different modules to analyze, view results in a clear format, and access an actionable improvement plan based on the audit findings. Interactive elements will allow easy input of data and generation of reports, enhancing the overall user experience.
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