Client: EFM Private Limited (education services)
Solution: Role-based ERP (web) with real-time comms, scheduling, attendance, and finance
Users: Admin, Manager, Client (Parent/Guardian), Teacher, Supervisor, HR, CSR, Office Boy
Status: Live in production and actively used by the institute.
The Challenge
EFM ran daily operations on paper, spreadsheets, and disjointed workflows. This led to manual errors, duplicate entries, and slow cross-team coordination. They needed one platform that connects departments, enforces role-based access, and provides real-time visibility across academics, HR, and finance.
What We Built
A full-stack ERP that brings all core processes into a single system with tailored portals for every role—so each user sees only what they need, nothing else. Key modules include user/role management, class scheduling, student & staff attendance, announcements & staff queries, fee/challan and salary automation, lesson tracking, and monthly analytics.
Role-specific portals
From the first screen, users choose their portal (Admin & Manager, Client, Teacher, Supervisor, HR, and Others). Each portal loads a customized dashboard, menus, and permissions. The design uses large, accessible cards and a clean gradient theme for quick orientation.
Standout Capabilities
1) Smart Scheduling & Automation
- Create one-time or recurring classes (weekly, weekdays, or custom), with conflict checks.
- Automated cron service generates the next occurrence after a class ends and cleans up duplicates—keeping the calendar accurate.
- Timezone-aware (PKT) date/times across the entire flow.
2) Attendance That Reflects Reality
- Student attendance: teachers mark per session; clients (parents) can view their own children’s records and stats; supervisors and admins get department-wide or system-wide views.
- Staff attendance: PKT-aware daily logs with duration calculations; supports CSV import for bulk updates and time-range queries.
3) Teaching & Learning Visibility
- Lesson planning and updates tied to schedules.
- Monthly academic reports (topics, dates, tests, attendance, teacher remarks) with approval workflow.
4) Finance Built-In
- Fee & Challans: generation, multi-payment history, pending amounts, and client views.
- Salaries: auto/manual invoices with attendance-based calculations (bonuses, deductions, fines) and payroll status tracking.
5) Announcements & Staff Queries (Real-Time)
- Role-targeted announcements, unread counters, and “mark as read.”
- Staff can open queries to admins/managers; responses are tracked and pushed live via WebSockets.
6) Analytics & Daily Ops Dashboards
- System-wide monthly analysis (active clients by status, subject types, teacher-student mappings, status changes).
- Today’s timetable and departmental dashboards for Admins/Managers/Supervisors with rich statistics.
Tech Stack
Frontend: React, Material UI, React Router, Axios, Socket.io client
Backend: Node.js, Express, Socket.io, JWT, bcrypt
Database: MongoDB (Mongoose)
Services: Cloudinary, ExchangeRate API
Hosting: VPS Hosting
Security & Access Control
- JWT-based authentication, role-checked routes, and room-based WebSocket authorization.
- Passwords hashed with bcrypt; protected endpoints with layered middleware.
Results
- 𝐒𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐭𝐢𝐦𝐞 and cost 𝐬𝐚𝐯𝐞𝐝 by removing manual data entry, tracking, and communication delays
- A single, reliable platform that brings together all departments and data in one place
- Fewer errors & faster workflows: automated scheduling and duplicate cleanup protect data integrity.
- Clear accountability: audit trails for updates/payments; status histories for students/clients.
- Greater transparency: parents, teachers, supervisors, and admins all get the right view for their needs—live.
Want a similar ERP?
We can tailor this architecture to schools, academies, and training centers—preserving compliance, security, and real-time collaboration from day one.