TruTech Tracker | Bits Orchestra

Project goals

The main idea behind this project was to substitute usage of multiple Excel spreadsheets, which was not the easiest thing to manage, and build a simple tracking tool with centralized data storage.

Result

About the client

Hiller Plumbing, Heating, Cooling & Electrical provides residential and commercial service and repair throughout Tennessee, Southern Kentucky, and Northern Alabama. As the homeowners’ premier provider of choice with a 100% Satisfaction Guarantee of “Happy You’ll Be or the Service Is Free!TM” mantra, Hiller is Tennessee’s largest residential plumbing, heating, air conditioning, and electrical services provider.

Project goals

The main idea behind this project was to substitute usage of multiple Excel spreadsheets, which was not the easiest thing to manage, and build a simple tracking tool with centralized data storage. Primary objectives were to motivate professional grows, provide technicians with a clear career map and possibility to track their progress as they move on, build a tool that is simple and intuitive in usage, accessible from any location and personal device, provide technicians with learning materials, possibility for mentors to set a goal for mentee and track their progress towards it, promote technicians to a next professional level and eliminate manual routine.

Key challenge

The tool was intended to be used by multiple companies. That fact introduced a couple of challenges:
new website had to work for multiple points of views and users, matching their workflow and covering needs; we had to architect the SaaS application and isolate data of each subscriber; ensure pain-free switch from old Excel spreadsheets (those everybody got used to) to new application; automate a flow to avoid manual tracking of threshold reached; handle quite intensive user interface

Our solutions

Unlike the old process the app allows technicians to enroll into next level promotion on their own, with or without any interaction with their supervisor - system tracks their current position and suggests only options technician is eligible for.
Supervisor does not need to track technicians progress constantly - the application will notify them about any status change of their mentees. In addition they have all of their mentees available on a single screen, where they can filter data based on multiple criteria and see status and progress of mentees.

Result

With this application we were able to completely eliminate the mess with hundreds of spreadsheets for ongoing enrollments as well thousands of historical records being stored all together within the application with a possibility to locate any of them in a couple of clicks.
Last, but not least, this application reduced time and efforts of supervisors needed to handle the process for above than 40% by introducing automated notifications and simple data access.