Client – A retail hearing aid startup founded by industry experts

Problem

Our client was preparing for rapid expansion in the retail hearing aid space in both the US and Canada. Their clinics used an industry-leading practice management SaaS application to manage their patient management, appointment scheduling, audiological tests, inventory, and sales, but the reporting from that system was limiting, and did not provide the insights into some of the key operations within their clinics.

In addition, there were some complicated, and company-specific calculations and processes that the SaaS solution did not address.  With years of experience and success in running retail audiology clinics, they were eager to develop a tool to augment their practice management solution and facilitate the management and growth of their rapidly expanding portfolio.

Solution

Keypress developed a single custom web application that addressed the following needs of the client:

• Business Intelligence:  We built a data warehouse that captured the data from the Practice Management Solution, transformed it into a reportable structure, and displayed it using configurable role specific BI dashboards that included both custom KPI widgets and PowerBI reports
• Motivational tool:  We leveraged the historical information along with the management specified goals to display data to the end user in easily digestible motivational metrics to help promote growth and process improvement
• Automated calculation of complicated employee financial incentives

Capabilities Demonstrated

• Business Intelligence
• Business Process Improvement
• Data Warehouse Design and Development (ETL (Extract, Transform, Load))
• Web App Development
• User Interface Design
• Error Alerting
• PowerBI Development

Overview

The application provides:

• Business Intelligence Dashboards configurable to user role and permissions
• Metric supportive Power BI Reporting
• Motivational tools and goal driven custom KPIs
• Semi-automated calculators for complicated financial incentive metrics
• Functional enhancements to the SaaS practice management tool

Software Needs Assessment

We met with our client’s key stakeholders to identify the problems they were interested in solving:

• The metrics they wanted to track
• The labor intensive calculations they wanted to automate
• And the information they were interested in using to motivate their team and increase their sales
• Limitations of their SaaS Practice Management System

We were given access to their SaaS data and began comparing it with the client’s workflow to better understand what the data could tell us.

Once we knew what the client was interested in and what was available from the practice management system data, we brainstormed with the client to identify metrics, reports and approaches to display useful and motivational metrics.

Scoping

Our team reviewed the client’s needs and put together a scope for their project along with timeline and estimated costs.

Development

Our developers then began designing the application, starting with UI/UX design and simultaneously developing the ETL process for their data warehouse.

Once we had the design and the data in the format we wanted, our team set out to develop the application using an Agile approach, meeting with the client weekly for updates and demonstrations of the progress. 

Testing

Our team performed extensive testing to ensure the application’s functionality and the accuracy of the custom metrics and reports. 

Once development and QA were complete for the required launch scope, we:

1. drafted UAT scripts for the client’s testing team and
2. offered “office hours” to allow testers to provide feedback and voice concerns. 

Launch

After UAT approval, we:

1. deployed the application to a production environment and
2. assisted the client in onboarding their staff while providing user support when needed.

On Going Maintenance & Support

We provided support via email and phone and continued to periodically monitor and update the production and test environments.  

Continued Development

After launch we met with our client to discuss additional

• functions,
• metrics,
• and reports

that would be beneficial to their operations and set out on Phase 2 of the application.