01
Understand the connected resources
The work addressed sales leads, estimates, work orders, activities, notes and notifications within the workflow system.
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Case study
Connecting business workflows through unified search
For a US workflow software business, Shinetech used Elasticsearch to make related sales leads, estimates, work orders, activities and notes searchable from one place.
- Client context
- Velox, a US business workflow software company
- Search engine
- Elasticsearch
- Resources
- Leads, orders and activities
- Scope
- Unified full-text search
The situation
The business need
Velox offered tools for managing customers, vendors, employee time, contracts, calendars and sales leads. Its resources had relationships that made information retrieval more complex than a single flat list.
A sales lead could contain multiple activities, each with its own notes. The client wanted users to search across those resource types from a single place, with full-text search available for each resource.
The approach
How the team delivered
02
Implement cross-resource search
Elasticsearch was used to provide the unified search capability requested by the client. Full-text search allowed information to be found across related business records.
Project context
Technology and delivery
Technologies and working practices used in this engagement.
ElasticsearchFull-text searchBusiness workflows
The result
What the engagement delivered
One place to search
The implemented search approach connected multiple workflow resources in a single search experience.
Full-text retrieval
Users could search within resource content rather than navigating each record type separately.
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