Being an expert IT solutions partner in the US and worldwide, we are committed to delivering results that drive business growth. Our team recently worked with Neil Hoosier & Associates to resolve their complex issue of redefining the way how they generate the report out of the forms. Know how we added value to their business with our unique solution and a systematic approach to their problem for creating the desired impact.
Project Brief
This was about the QA of the contractors-created checklist. Our role was first to verify the information and weed out the duplicates if any
The whole process was done using a word file on which the CRM implementation was needed. The contractor was receiving the data in an excel sheet used by the QA team. Again, this data was audited to ensure accuracy that required graphs and charts as a way to present the report.
Problem Identification
As mentioned above, the process involved hundreds of checklist with the checklists having 20+ fields with comments in binary (yes or no). The process to manually validate each of such lengthy checklist create a time issue where efficiency was low. It made it nearly impossible for the contractors to come up with a report when the recorded field value is ‘No’. Unfortunately, Visual Basic was not enough to create the required reports. Another problem was that the respective NHA teams were not having any medium add the checklist to for creating a report. The lack of all-round CRM was stopping them to create charts as they manually used data from an excel sheet to create informative charts.
At first, it seemed like creating a CRM would be doing the needful. But soon we realized that it’s out of the box features that could not help us to create the reports. That is where we decided to pick up the third party tools to help evolve the database from mere excel sheets to meaningful graphs.
Major Challenge
With JS, we redefined the way how CRM functioned as it only had a single form with all the required fields from all 5-6 forms. Here, all the forms were used at the same time, and based on the checklist, we singled out the required fields in an Excel sheet.
This task required testing each field against each of the checklists. It was followed by a QA to ensure that the system operates without any bugs.
For better understanding, we also provided the client with a guidebook to generate the report using CRM. Our choice of going ahead with the JS and not with the out-of-the-box CRM tools was taken after thorough consideration and research by the team.
The JS implementation created CRM reports from the fields with the data in an Excel sheet.
