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We created a platform that enhances efficiency, reduces manual effort, and automates repetitive tasks. The platform aimed to achieve the following goals:
- Streamlined work processes: Simplify task execution by minimising the number of clicks required.
- Time savings: Automate manual activities to save valuable time.
- User convenience: Provide an intuitive interface for easy task management.
- Real-time task monitoring: Enable users to always track task status.


Platform goals

- User and skills management.
- Role based access control.
- Client management.
- Automated and manual task scheduling, recurring tasks.
- Automated assignments and assignment suggestions.
- Workload management and statistics.
- Comprehensive real time operations overview.
- Assisted report creation and management, automated distribution via email.
- Real-time monitoring of major activities across the system.


Main features:

- Modern real time collaborative web based platform.
- Achieved 20% increase in productivity with the initial release of the platform.


General

- Users now experience a simplified workflow with minimal clicks.
- Task creation, assignment, and status updates are straightforward and efficient.


Streamlined workflows

- The intuitive interface has improved user satisfaction. Users started using the system with virtually no training.
- Real-time monitoring allows users to stay informed about task progress.


Enhanced user experience

Task scheduling: The platform intelligently schedules tasks based on resource availability and priorities.
Automated assignments: Assignments are automatically distributed to the most suitable users.
Assignment suggestions: rule based recommendations optimise resource allocation.


Efficient task management

- Cliens: Users can easily manage client information and data.
- User skills: Skill-based assignment ensures tasks are assigned to qualified personnel.


Client and user management

- Assisted reports generation reducing manual effort.
- Reports are distributed to relevant stakeholders from the system.


Assisted reporting

- Users can access the platform from any internet-enabled device worldwide.
- Real-time monitoring is possible regardless of location.


Global accessibility

The efficiency gains from platform automation and real-time monitoring have been game-changing for our business.

***** *****

VP Product 

Anonymous

Learn how Prime Holding worked with Consultancy clients and how they can support your Business & Expert Solutions product and team.

Prime Holding Success Story in Business & Expert Solutions for Consultancy - A case study | 2024

- Integrating various modules (task scheduling, assignment management, client handling, etc.) into a cohesive platform.
- Ensuring seamless communication between different components while maintaining data consistency.
- Integrating custom automated algorithms for tasks assignment based on certain conditions (user skills, work capacity, client familiarity, time off, etc.).


Complexity of integration

- Designing a platform that can handle a growing number of users, tasks, and clients.
- Ensuring performance remains optimal even as the system scales.


Scalability

- Safeguarding sensitive information (client data, task details) against unauthorised access.
- Implementing robust authentication and authorisation mechanisms.


Data security

- Addressing user concerns about learning curves and potential disruptions during the transition.
- Convincing users to transition from manual processes to an automated system.


User adoption

The client stakeholders worked closely with the team at Prime Holding

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Prime Holding

The client had a clear vision, proactive communication, and commitment to excellence that have made our collaboration seamless. Witnessing the significant increase in productivity and user satisfaction resulting from our joint efforts has been truly gratifying.

Prime Holding

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Partner with Prime Holding or similar agencies in Europe and LATAM