| 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. |
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| 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:
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Develop an online, web enabled ARM solution. |
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Develop online version written using MYSQL, PHP and Java technology. |
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Customize the recruiting and selection process |
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Custom reporting module |
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Content automation |
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Automated Portfolio management |
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| 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:
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Recruits Module |
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Nominators Module |
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Schedule Module |
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Messages Module |
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Mailing Module |
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To-do List |
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Reports Module |
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Letters & Email |
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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.
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| 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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