Non Stop Portals is helping Roving Coach with several projects. In essence, a part-time role as RCI's Chief Technology Officer. The remainder of this article describes the primary projects undertaken to this point.
Customer Engagement Platform
RCI makes it easy for Companies to advertise the new employee coaching benefit to employees (Coachees) and for the Coachee to schedule appointments. The Customer Engagement Platform (CEP) is Internet-based software, which immediately makes it available for an international roll out.
Non Stop Portals worked with the RCI team to initially develop a project charter describing the business objectives, deliverables, and scope of the CEP. Features of the desired product were compiled into User Stories and prioritized by the RCI team. Several alternative product offerings were evaluated to make a choice for the best fit to feature requirements.
Customer Relationship Management (CRM)
RCI's business model is international in scope. A central repository of Customers, Coaches, and Coachees is needed to execute their business plan. Several alternative solutions were evaluated for a CRM offering and Salesforce was the final choice.
Non Stop Portals configured the Salesforce platform with new data fields and modified existing forms in the system. A web to lead form was created to collect prospective Coach information from the RCI web site and post it directly to the Salesforce database. A similar form was created to collect prospective Client information.
The RCI team had accumulated the names of many prospective Customers and Coaches in their Outlook and LinkedIn accounts. These lists were collected from multiple team members and "cleansed". Duplicates were eliminated and the data was cleaned up prior to loading it into Salesforce. Cleaning up "dirty" data in Salesforce is very time intensive.
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