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 Case Study 3 - Agent Recruiting Management Solution
 Case Studies
Paper Less Office! Better Customer Relation Management Solution Case Study 1
  Paper Less Office! Better Customer Relation Management Solution
Dynamic Content Management Solution Case Study 2
  Dynamic Content Management Solution
Agent Recruiting Management Solution Case Study 3
  Agent Recruiting Management Solution
Client Management System for Call Center Case Study 4
  Client Management System for Call Center
E-mail Marketing Application Case Study 5
  E-mail Marketing Application
   
 
 Customer
A financial services firm which has many agents and sales representatives across US, were in need for a state of the art Agent Recruiting Management (ARM) solution.
 The Challenges
The client were using stand alone recruitment tools. The tools were a traditional client server application. Program was written in Delphi 3 using the Access database engine, Jet and the DAO version 3.5 interfaces.

The following objectives were identified for the system:

Develop an online, web enabled ARM solution.
Develop an online, web enabled ARM solution.
Develop online version written using MYSQL, PHP and Java technology.
Develop online version written using MYSQL, PHP and Java technology.
Customize the recruiting and selection process
Customize the recruiting and selection process
Custom reporting module
Custom reporting module
Content automation
Content automation
Automated Portfolio management
Automated Portfolio management

 The Solution
We were involved in this project from start to finish.

We evaluated the current system and developed new online and web enabled ARM. Our web based recruiting tool for General Agents, Agency Managers and Recruiters designed to help establish an automated process for finding, tracking, testing, and hiring the best recruits.

Following are the contact and process management modules created:
Recruits Module
Recruits Module
Nominators Module
Nominators Module
Schedule Module
Schedule Module
Messages Module
Messages Module
Mailing Module
Mailing Module
To-do List
To-do List
Reports Module
Reports Module
Letters & Email
Letters & Email
Forms Module
Forms Module

The client is now able to recruit and manage agents across US. Our automated system is helping our client manage their General Agents and Agency Managers efficiently. It also increased their management efficiencies in the recruitment and wholesaling distribution environment. Our system addressed the deficiencies our client had for recruiting software.

 Duration of the Project
Final version of this project was handed to the client in 6 weeks. This included real time testing and making additional changes from client's requirement.

We provided onsite training to all employees.
 
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