I would like to re-develop my current business application in Zoho.
It is basically a workflow, rules engine and document repository system:
- we have several Clients, each with strict confidentiality and non-sharing in place
- however, we also have shared pools of analysts with access to each Client environment
- our Clients have Relations (customers, partners, suppliers etc) - and we risk-analyse these Relations for our Clients in various planned Projects
- for every Client, the primary table is a Relation table (pref. in a tabbed-view)
- the Relation has related Legal Entity and People tables
- the Legal Entities and the People are used to build a "Parent Tree" to depict the owners (multiple-levels) and directors of the Relation (and parents)
- this Parent Tree will need to be graphically depicted in a (pref.) clickable "Network Diagram" / org-chart form
- there are various other tables defining Relation Attributes and Risk Factors and levels-of-risk (e.g. Location, Legal Entity Type etc.)
- Analysts need to be assigned "Risk Analysis" task (group assignment would be a plus) by their Team leads
- these actions need to follow a risk-analysis -> peer-review -> case-review -> customer-review wworkflow (with accept/fail, escalations, re-assign all possible)
- the Risk Analysis step itself needs to follow a detailed "mini-workflowed" set of business rules
- the Business Rules need to be tabled into a Rulebook and different rulebooks may need to be defined per Project