Tenders Are Invited For Consultancy Services Technical Support On RoksiS Client Relationship Management (Crm) System And Chatbot

Tenders are invited for Consultancy Services Technical Support on Roksis Client Relationship Management (CRM) System and Chatbot 3. Purpose of the Assignment The technical support on Roksi CRM and the chatbot aims to support API in tackling technical challenges they face while implementing the Roksi project. Additionally, it helps identify system updates and improvements to ensure more efficient and effective delivery. Specific Objectives are: Technical support and system optimization Identify, troubleshoot, and resolve technical issues affecting the Chatbot and CRM. Review and improve system workflows, user journeys, integrations, and functionality to better support clients, coaches, and program staff. System Maintenance Providing ongoing backend support and technical guidance throughout the consultancy period. Strengthening the capacity of API and MA teams through knowledge transfer, and training on updated system functionalities and processes. 4. Scope of Work and Duration The consultant will provide technical support, system enhancement, and maintenance services for the Roksi chatbot and the CRM. Assessing and troubleshooting technical issues affecting the chatbot, the CRM and the connection between the two. Reviewing and improving information flows, user journeys, and system functionality to better support clients, coaches, and program staff. Ensuring synchronization and consistency of content, data, and functionality across all systems. Investigating and resolving user access, system performance, and integration issues. Integrating new content, features, and updates into the systems as required. Identifying opportunities for system enhancement and implementing approved improvements within the agreed budget. Participating in regular coordination meetings with API and MA teams to review progress, address implementation challenges, and agree on priority actions. Providing ongoing backend support and technical guidance to API and MA teams throughout the assignment. Conducting knowledge-transfer sessions to strengthen the capacity of API and MA teams to manage the systems effectively. Consultancy Duration: 3 months (October 2026 December 2026) We Fight Poverty, Promote Justice. 5. Deliverables The consultant (s) is expected to produce the following deliverables: Deliverable 1: Approved Work Plan A detailed work plan outline: Identified technical challenges and system improvement needs; Proposed solutions and enhancement approach; Key activities, milestones, and implementation timeline. Deliverable 2: System Enhancements and Technical Support Evidence of completed technical support and system improvements, including: Resolved technical issues affecting the chatbot, CRM and the connection between the two. Updated workflows, integrations, and system functionalities; Improved synchronization of content and data across all platforms; Integration of new information, features, or requirements into the systems. Deliverable 3: System Orientation Summary report of training and knowledge-transfer sessions conducted for API and MA teams on system updates, maintenance, and management. Deliverable 4: Final Consultancy Report A final report summarizing: Technical issues identified and resolved; System enhancements implemented; Results achieved and outstanding recommendations; Evidence of system functionality, handover, and knowledge transfer sessions completed during the assignment. Tender Link : https://www.bongthom.com/job_list.html?category_id=55&order_by=start_date&order_dir=desc