Challenge:
A START-UP. There was a major problem with tracking on a client and team member level. Nobody knew what any team member did, or the amount of hours tracked for a client’s job. The totality of the issues are listed out below:
- Tracking work hours
- In platform Communication
- Task tracking
- Clinical onboarding system
- A way to reveal client progress to the clients
- A system to store proper proposals offered to the clients
- A way to show the company offerings to the outside world
- Meeting tracking
- Invoice tracking to know the projects clients have paid for.
Solution:
THE ONE SOURCE OF TRUTH WAS CREATED…
- Clients
- Offerings
- Tasks
- Projects
- Team members
- Proposals
- Invoices
- Questionnaire
- Meetings
All of these were created in an interlinked format to interact with each other. The DASHBOARD carried all important databases that need to dispense information on a daily basis.