PROJECT OBJECTIVE
- Onboard home loan and insurance company to Salesforce CRM platform
- Migrate bulk data of various objects related to account, contacts, insurance, claims, and loans to Salesforce CRM cloud platform
- Ensure the data migration is accurate and complete
- Integrate Salesforce CRM with the company's existing systems
CHALLENGE
Siloed Data: The company had data scattered across different departments, making it hard to access and share.
ETL Complexity: Managing Extract, Transform, Load (ETL) processes was complex, as the company lacks in-house expertise in handling these processes.
Maintainence & Monitering: ETL pipelines and data integrations required ongoing maintenance and monitoring t ensure they keep working smoothly.
Resource Constraints: The company had limited resources, including skilled staff and technical infrastructure, which made it challenging to manage the onboarding and meeting timelines effectively.
SCOPE Of the ProJECT
Complere create a metric for self-evaluation of team members. For example, we created a scripted email with giving metrics below:
- How many inbound calls have you made in a day?
- How many outbound calls have you made in a day?
- What is the Total inbound call duration of a day?
- Total number of calls in a day?
- Average Handling Time?
- Average Response Time?
By asking these questions to their team members, each member can analyze daily targets and work progress. After sending feedback, all data is directly sent to the owner. This automated email system built a strong connection between employer and employee to keep track of team members’ performance, goals, and productivity.
The Scope of the engagement included the following initiative.
- Build a complete automation to track the performance and productivity of team members
- Creating metrics to do self-evaluation of each team member
- Build a continuous connection between employer and employee
- The owner keeps a track record of each team member’s performance.
- Help to analyze the productivity and growth of the business.
- Each team member does self-evaluation daily and sends a report to the owner.
Complere Solution benefited in many ways:
- Complere provides a complete automated system to track their team members’ performance, goals, and productivity.
- Each team member can do self-evaluation quickly by answering a few questions, and this report is automatically sent to the owner.
- It helps to keep track of the growth of business and increase productivity.
Metrics
Complere builds an easy but effective automated system for team members to self-evaluate and send complete reports to the owner to track the performance and productivity. When team members do a self-evaluation and share the work performance with the owner, it results in high productivity. This automated system helps clients track the performance of their team members and increase the team’s productivity. We’ve built this system, so it is easy for clients to send a scripted SMS with given metrics to the team members and their feedback directly forwarded to the owner to track the daily targets, performance, goals, and productivity in work.
CHALLENGE
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Puneet Taneja
CPO (Chief Planning Officer)
15+
years on market
Billions
of handled transactions
~200
markets served
Location:
Germany, Cologne
Industry:
Partnership period:
April 2018 - present
Expertise delivered:
Technologies:
Html,Css,Wordpres
Machine Learning models
implementation
Serverless
workflow
MLOps best practices
as part of the development process
