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Enterprise CRM, Billing &
Document Management Platform
for Translation Agencies

CRM Billing Translation Management

A mission-critical enterprise platform supporting customer relationship management, translation operations, vendor coordination, enterprise document workflows and billing for a European translation and localization company.

AWS Java Angular MySQL gRPC DevExtreme Lucene Apache POI Apache Tika
  • 15+ YearsContinuous development and production evolution
  • Mission-CriticalDaily operational platform for core business teams
  • Multi-Country OperationsEuropean customer serving global clients
  • Millions of DocumentsBusiness files and translation assets managed

Translation Project Workflow & Business Modules

The following diagrams illustrate both the operational lifecycle of a translation project and the business capabilities supporting each stage—from the initial customer request through project delivery, invoicing, and long-term customer relationship management.

Translation project workflow Five stages: incoming email or web message, translation project, jobs assigned to actors, delivery to the customer, and billing invoice. 1 Messagee-mail / web 2 ProjectT-Project 3 Jobsassigned to actors 4 Deliveryto customer 5 Invoicebilling
End-to-end translation project lifecycle from customer request to invoicing.

1. Receive an incoming customer email or web message. 2. Create and configure the translation project. 3. Assign translation jobs to translators, reviewers and other actors. 4. Deliver the completed localization work to the customer. 5. Create the billing invoice.

Business modules of the CRM platform, including customer management, project and job management, workflows, documents, billing, reporting, communication, automation, and shared data services.

Project Management

Projects Workspace

Projects Workspace — real production interface with anonymized business data.
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Workflow Automation

Guided Business Wizards

The CRM streamlines complex business operations through configurable step-by-step wizards. Rather than requiring users to remember lengthy procedures or navigate multiple screens, each workflow guides them through a structured sequence of actions based on the current business context.

This approach reduces repetitive work, minimizes user errors, and ensures that everyday operations follow consistent business rules across the organization.

Workflow Features

  • Step-by-Step Guidance Multi-step wizards lead users through complex operations using a clear and easy-to-follow sequence.
  • Context-Aware Decisions Available actions adapt to the selected message, customer, project, or business object, helping users focus only on relevant options.
Message Processing Wizard — A configurable workflow guiding users through the processing of incoming customer communications and related business actions from a single guided interface.
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  • Consistent Business Processes Standardized workflows ensure tasks are completed according to established business rules across teams.
  • Reduced Manual Effort Routine operations such as processing incoming messages, creating projects, and updating contacts can be completed with fewer manual steps.
Message Center — anonymized correspondence integrated with project workflows.
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Integrated communication

Business email connected directly to operational workflows

The built-in message center processes incoming and outgoing email inside the platform. Messages, attachments and correspondence can be associated with customers, projects, translation jobs, quotations and invoices, preserving a complete communication history throughout the business lifecycle.

  • Centralized inbox with reply, forwarding and processing actions
  • Direct creation of contacts and projects from incoming messages
  • Attachment handling and traceable project communication

Contact management

A unified workspace for every business relationship

The contact management module consolidates customers, employees, freelancers, subcontractors, suppliers and other business partners in one structured workspace. Each record brings together communication details, roles, languages, commercial settings, projects, invoices, files, tasks and activity history.

  • Role-based contact classification and advanced filtering
  • Linked projects, prices, invoices, documents and messages
  • Complete operational context available from one screen
Contacts Workspace — anonymized customer, vendor and freelancer records.
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Enterprise business platform

One system for the complete translation business lifecycle

More than a conventional CRM, the platform combines translation project management, ERP-like operational functions, vendor collaboration, workflow automation, billing, document management and enterprise integration.

  • Customer Relationship Management

    Organizations, contacts, communication history, customer-specific settings, pricelists and commercial context.

  • Translation Project Management

    Requests, language combinations, project jobs, deadlines, workflow states, quality control and delivery.

  • Vendor & Freelancer Management

    Profiles, skills, language pairs, rates, availability, assignments, purchase orders and performance history.

  • Billing & Financial Management

    Quotations, project costing, customer invoices, supplier costs, profitability, currencies and reporting.

  • Enterprise Document Management

    Millions of DOCX, XLSX, PDF and translation assets stored in AWS S3 with relational metadata and search.

  • Enterprise Integration

    Mail servers, SVN, translation marketplaces, European tender platforms and external business services.

My Role

Author & Software Architect & Full-Stack Developer

Bringing 20+ years of experience as a Translation Project Manager, Localization Engineer, CRM Platform Architect and Software Developer, Yuri designed the architecture, developed core modules and APIs, evolved the data model, integrated external services and guided long-term modernization.

Platform architecture

Modern client-server architecture for enterprise translation operations

The platform combines an Angular frontend, gRPC communication, Java backend services, MySQL, Amazon S3, full-text search, Translation Memory integration and enterprise infrastructure into a single operational platform supporting the complete translation business lifecycle.

  • Angular + DevExpress web client
  • gRPC communication with Java backend services
  • MySQL, Amazon S3 and enterprise search infrastructure
High-level platform architecture and integration landscape.

Modernization journey

From Adobe Flex to Angular and gRPC

The original desktop-like client was built with Adobe Flex and ActionScript and communicated through AMF3. The platform was later modernized to Angular and TypeScript with DevExtreme components and gRPC services, while maintaining the Java backend, MySQL data model and uninterrupted production operations.

This long-term evolution required incremental migration, compatibility planning, regression control and a pragmatic architecture that could continue delivering business value throughout the modernization process.