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The primary goal of this project is to enhance the efficiency of appointment management for advisers. Previously, advisers faced challenges in allocating appointments based on their rankings and ratings, along with manually tracking client interactions. The project aims to automate these processes, enabling advisers to focus more on client relationships rather than administrative tasks. By streamlining appointment management, the project ultimately saves time and improves overall operational efficiency.
Hours delivered back to the business
SOX compliance in Settlement process automation
Success rate of bot case completion
For functional release of OBT, RTS and OGS
Challenges
1. Upgrading the Laravel Version
The first significant challenge was upgrading the Laravel framework from version 5 to version 8. This upgrade involved several steps, including:
– Compatibility Issues: Ensuring that existing code and packages were compatible with the new version. This required a thorough review of the codebase and identifying deprecated features.
– Feature Enhancements: Leveraging new features in Laravel 8, such as improved routing, job batching, and model factories, which necessitated rewriting portions of the application to align with best practices.
– Testing and Validation: Comprehensive testing was essential to ensure that the upgrade did not introduce bugs or performance issues. This included unit testing, integration testing, and user acceptance testing (UAT).
2. Implementing Relational Tables in the Database
The second challenge was designing and implementing relational tables in the database. This involved:
– Database Schema Redesign: Analyzing the existing database schema to identify the necessary changes that would support relational data structures. This included defining primary and foreign keys to establish relationships between tables.
– Data Migration: Developing scripts to migrate existing data to the new relational tables without data loss. This required careful planning to ensure that data integrity was maintained during the migration process.
– Optimization: After establishing the new database schema, optimizing queries and indexing tables to ensure efficient data retrieval and manipulation was crucial for performance.
Implementation Strategy
Phase 1: Requirements Gathering
Engaging with stakeholders, including advisers and management, to understand their needs and pain points. This phase involved documenting the specific requirements for appointment management and establishing key performance indicators (KPIs) for success.
Phase 2: System Design
Developing a detailed system design that incorporated the upgraded Laravel features and the new database schema. This design included user interface mockups and backend architecture.
Phase 3: Development
In this phase, the development team worked on:
– Upgrading the Laravel framework and refactoring the code.
– Implementing the new relational database schema.
– Developing the user interface for managing appointments, including appointment scheduling, tracking interactions, and managing follow-ups.
Phase 4: Testing
Conducting rigorous testing to ensure the system was functioning as intended:
– Unit tests to validate individual components.
– Integration tests to ensure that various parts of the application worked seamlessly together.
– User acceptance testing with a group of advisers to gather feedback and make necessary adjustments.
Phase 5: Deployment and Training
Deploying the upgraded system to production and providing training sessions for advisers. This included creating user manuals and documentation to help advisers adapt to the new system.
Result and Conclusion
The client yielded significant improvements in appointment management for advisers:
– Increased Efficiency: Automation of appointment allocation and tracking reduced the time advisers spent on administrative tasks, allowing them to focus on client interactions.
– Improved Client Interaction Tracking: With relational tables, advisers could easily track client histories and interactions, enabling more personalized service.
– Scalability: The upgraded Laravel framework and optimized database design provided a scalable solution that can accommodate future growth and feature enhancements.
The client successfully addressed the challenges faced by advisers in managing appointments. By upgrading the Laravel framework and implementing a relational database structure, the project streamlined processes, improved efficiency, and enhanced the overall client experience. The lessons learned during this project will inform future developments and improvements, ensuring that client continues to meet the evolving needs of its advisers and clients.
