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Leave Planner Implementation to a Medium Software Development Company. Detailed Review

Customer is going to implement Leave Planer by JET BI to provide an orderly workflow and resource planning.

Published by jetbi
28 August 2023
Salesforce

Project description 

Customer is going to implement Leave Planer by JET BI to provide an orderly workflow, resource planning, as well as for better use of resources and quality control over the schedule of employees' vacations, their workload, etc.

Goals and tasks 

  • Store information in a single database to allow reporting and historical analysis;
  • Automate user filtering and enforce data visibility;
  • Increase efficiency by automating the process of planning employee vacations, attracting employees who are not employed on projects to work instead of employees who are on vacation;
  • Improve the efficiency of resource usage;
  • Forecast resource utilization;
  • Make vacation planning as simple, fast, and transparent as possible for all employees in the organization.

Project scope

The team performed consulting and development services including:

  • Migration of employee data with all characteristics and skills;
  • Setting up a view of actual workload data for the HR manager;
  • Setting up workload data view for each employee based on role and mentorship.

Result 

  • Displaying the vacations of employees for the HR manager in the format of the month, with the display of a statistical diagram;
  • Displaying for an employee the vacations of colleagues whose vacations are associated with the planning of his vacation;
  • The possibility of a fast, convenient, and transparent vacation planning process by employees;
  • Automation of work resource allocation planning processes;
  • Flexible adjustment of the possibility of the vacation planning, depending on the employee's role in the organization, the structure of the organization, and the number of projects in which he is involved.

Advantages of JET BI 

  • 20+ Products successfully designed, developed, and published on AppExchange for top AppExchange ISV vendors during the last 5 years. JET BI’s own products (Advantage for Salesforce, Conversayit for Salesforce) are already listed on AppExchange;
  • All-In-One Product Development Service provider. 40+ highly-skilled engineers, UX designers, developers, QA, and security experts will get you covered throughout the process of getting your app to shine on the AppExchange. Hybrid solutions with Heroku. iOS and Android mobile app development;
  • Certified Salesforce Developers (DEV II), SCRUM Masters, Front-end developers, ISTQB-certified QA. All Salesforce-recommended practices best practices for development on the Salesforce platform at your hand;
  • Highest quality and security. JET BI’s core values include trust, security, and quality. We implement the highest security standards on all levels. Efficient ISO-certified software quality management;
  • AppExchange® for business. We can help you with Salesforce Sales Cloud for ISV (“business org”) setup, integration with 3rd party systems, publishing console training, LMA, and trial force setup. We will help your sales team to increase customer engagement, revenue, transparency, and conversion with the #1 Sales automation tool in the world;
  • Industry-specific and 3rd party system integration. Sales Cloud, Service Cloud, Community Cloud, Financial Services Cloud, Field Service. Deep expertise in integration with SAP ERP and SAP HANA. IoT and VR solutions. Professional Services, Real-estate, Retail, Fashion, Banking, Oil&Gas.
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JET BI TEAM
  • 1 Certified Salesforce Developer
  • 1 Certified QA Engineer
  • 1 Certified Salesforce Consultant
TECHNOLOGIES
  • Salesforce
  • APEX
  • Salesforce Lightning Aura
  • JavaScript
PROJECT TIMELINE
  • 1 week
Question to the expert
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We have available resources to start working on your project within 5 business days

1 UX Designer

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1 Admin

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2 QA engineers

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1 Consultant

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Steps following request submission

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After receiving your request, we analyze it and we offer free online meeting slots (via email) so that we can discuss your needs in as much detail as possible

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We begin gathering all necessary requirements to create comprehensive estimates, including timelines, resource allocations, risk assessments, and underlying assumptions.

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Once all preparations are in place, we will initiate the project and move forward with the planned tasks