About Client
Australia
Insurance
Challenges
The client conducted workshop the outcome is discussed with the users โ mostly leaders of organisation. Based on the discussion, client creates a custom program for the users who participated in the workshop. The users can then use this custom program to track their organisationโs goals. Client wanted a web-based application which their clients can use to manage and track their goals
Technical Objective
- Permission based access
- Organization Based Portal (Multi-Tenant System)
- Calculating Area of focus status based on calculation
- Sending Task Notification
- KPI Management
Solution
Dashboard with graphs which gave overview of the system activities at a glance
Creating goals with priority and option of marking that goal as complete
Creating a Post wherein user can add
- Text
- Image
- Links to videos (from YouTube, Vimeo etc.)
Option of sharing the Updates/Achievement over social media account
Ability of calculating the completion of opportunities-based o a calculation
Ability to create vision and setting up multiple Area of Focus
Ability to create priorities which can be set under one opportunity
Sending notification for various purpose such as
- Task status Changed
- Moderating a post
- Rejection of post
Creating priority-based goal
Creating status based KPIS and associating with multiple goals. The default status of KPI would be โNot Metโ, Once the goal has met user has to set the goal as โMetโ
Sending a manual notification by creating a check-ins.
Creating a survey/Questionnaire with the option of assigning recipients , Area of Focus and users
Creating Different Reports which includes
- Goals Completed by User
- Personal Goals per user against time
- Personal Goals per Priorities
- Priorities completed per opportunity
- User log in record
- Clicks per newsfeed post
- Survey responses
- Goal completion by date
- Priority completion by date
- KPI met by date
Bulk Upload of KPIS using a CSV file
Option of sharing the userโs achievement on social media
Benefits
- Manual process of creating goals was replaced by web application which saved lot of time
- Creating KPI was just a few clicks away
- Dashboard gave client a clear idea of the activities going across the system โ which made it easy for him to take proper required steps /action
- With the help of the web application client was able to manage separate data for different organization with ease
Technology Stack
