Discovery, MVP, & Agile Development
It’s simple - build a new system leveraging our .Net expertise. ISS was not going to try to fix the old one. So, after an official discovery process and documentation done by Engage’s CTO, Brian Dukes, we better understood the issues, the technology, and all of the functionality of the old system as well as what ISS wanted in the new system. We understood that each office had its own Custom Client Portal (CCP - the tool we’re rebuilding) and while leveraging the DNN multi-portal capabilities seemed like a possible approach, bringing everything together was a better solution. Management at ISS can view their CCPs as one whole system, running reports, editing flex staff across multiple offices, and more. Utilizing permissions, ISS gives access to a CCP or multiple CCPs depending on the responsibilities of that staff person.
We started by building just one CCP and migrated the data from the old system keeping all of that history intact. We built out the table-like structure for the Admin Dashboard allowing ISS staff to quickly see their employees. Next, we tackled the complicated processes around employee evaluations and counseling. In the old system, the eval forms and counseling intake sheets were hardcoded, meaning that they could not be re-used for other clients. The forms were not customizable. Now they are. Then, with the new forms in place, we were able to create workflows using roles and permissions based on job-specific responsibilities. One admin staff person could request an eval, while another person has the role/permissions to write it, and then yet another approves it. Furthermore, we incorporated the new feedback from the ISS management team. We didn’t just rebuild the CCP, we completely redesigned it. We gave it a fresh new look by using large format “cards” instead of a table structure, allowing admins to not just quickly see the display of employees, but also see any data specified in the new, robust search and filtering tools. And lastly, we integrated this new CCP with their current 3rd party system for employee applications, hiring, and payroll so that all CCP data flows back into this other system as the source of truth.