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Project Name

Agency Performance Management System

ABOUT THIS PROJECT

Data Migration and Management
Front End Development
Interaction Design
Internal system Development
Operational Efficiency
Usability Testing
User Interface (UI) Development
User Research
Visual Design
Website Development

Project Details

OVERVIEW

The objective of this project is to provide comprehensive and systematic reporting functions for frontline managers, enabling them to effectively monitor and promote individual and team performance.

Challenge & Opportunity

Currently, most sales reports are prepared and distributed manually across various channels, leading to inefficiencies. Agents lack a centralized platform to systematically view sales reports and performance metrics. This challenge presents an opportunity to develop a more streamlined solution that enhances reporting and visibility.

Solution

The new system allows agents to track their progress and balances, helping them to compete for contests, achieve club and award qualifications, and maintain their TV (Target Volume) and PV (Persistency Volume) status. This centralized platform not only simplifies performance monitoring but also drives motivation and engagement among agents.