Business
Challenge:

  • Client is a leading technology titan, dominating the global market with their software, services, and innovative solutions. The client has an extensive field team that manages the performance of associates through whom the business is run.
  • The client relied on an excel workbook to assign and communicate their internal targets with various field teams over the years. The field team had a single workbook to assign external targets to associates as part of fiscal year planning.
  • There were privacy concerns among the field about using a single excel template, as their individual performance and targets would be exposed to other field team members. Also, consolidation of the reports received back with various logics was tricky and error prone.
  • These challenges led to the requirement of a unique tool where inputs can be collected and necessary RLS can be implemented to comply with privacy.
  • The tool also needed to consider the various business logics to be followed while inputting the targets, so that errors and reworks were minimized.

TurnB Approach


  • Client is a leading technology titan, dominating the global market with their software, services, and innovative solutions. The client has an extensive field team that manages the performance of associates through whom the business is run.
  • The client relied on an excel workbook to assign and communicate their internal targets with various field teams over the years. The field team had a single workbook to assign external targets to associates as part of fiscal year planning.
  • There were privacy concerns among the field about using a single excel template, as their individual performance and targets would be exposed to other field team members. Also, consolidation of the reports received back with various logics was tricky and error prone.
  • These challenges led to the requirement of a unique tool where inputs can be collected and necessary RLS can be implemented to comply with privacy.
  • The tool also needed to consider the various business logics to be followed while inputting the targets, so that errors and reworks were minimized.
Approaches background
Infograph

Implications

  • Using the new app, field teams can now seamlessly assign the targets for associates they manage and eliminate potential errors during target inputs as there are proper validations in place.
  • • Through the implementation of RLS for the app, privacy concerns were eliminated as the targets were secured for each person.
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