What problems will the Worldtech platform solve for company employees?
Even though the initial version of this platform was available to company employees, it was a very small platform in terms of functionality. They could only view general customer information and add new customers. Additionally, it had a very outdated design. With the new design, company employees will not only be able to view customer information but will also have the ability to make numerous functional changes to that data. Previously, communication with customers was done through WhatsApp; now, everything will be managed from a single platform. Additionally, the company's accountants and management will also be able to view relevant information through their accounts on the platform. Accountants will have access to all statistical data related to payments. The management team will also be able to add and remove new employees from the platform through their accounts. Furthermore, all sections of the platform and internal filter data can be adjusted by the management.
Research process:
During the research process, I conducted brainstorming sessions with company employees in an informal setting rather than through formal meetings. First, I listened to their requests and problems. Then, we engaged in detailed discussions about those requests and problems. We talked about the feasibility of their needs and issues. After that meeting, I began to formulate ideas about the new platform that would be developed.
Problems identified as a result of the meeting:
Employees wanted to manage customer information from a single platform, including bulk messaging, information about customer payments, etc.
Employees faced significant difficulties when adding new customers on the previous version of the platform, as customer information and logs had to be entered separately.
Employees encountered challenges when filtering customer information on the current platform.
The company's accountant wanted to see only the information relevant to them. When there was an abundance of additional data, generating reports took a lot of time.
The company's management wanted to view the results of customer information as aggregate statistics, as reviewing each piece of data individually was time-consuming.
Solutions corresponding to the problems:
We added messaging functionality for employees. In addition, features such as bulk messaging and standard template messaging were incorporated. We categorized payments by status and included all statistical data about payments on the summary statistics page.
A function was created to add all customer information from a single section on the platform.
We implemented an advanced filtering feature similar to Airtable, allowing for filtering based on all customer data.
We created a section for accountants where they can view relevant information, and they will be able to access all this data when logged in with their accounts.
Company management can log in with their accounts to view all information in a statistical format.
