Sunassist
A booking SaaS platform for an Australian volunteer organization, managing client bookings, volunteer schedules, vehicles, ledgers, and reports.
Before
An ancient looking platform that was slow, buggy and had poorly architected database. The queries were painfully slow with corrupt data making it impossible to do any kind of data analytics.
After
We fixed the database schema, gave it a brand new user interface and improved the application performance by 5 times. Data was migrated into the new system and government portal integrations were implemented saving dozens of man hours every week.
Calendar + Ledger
Booking management via a calendar view and client ledger in one master platform.
Booking Calendar
A Google Calendar like interface where you can manage all your client bookings, move them around, allotting vehicles, adjust booking duration.
Client Ledger
All the payments and donations made by clients are managed in one single place. This was previously managed physically on paper making the entire process slow and prone to error.
Government Portal Integrations
While previously reports were manually generated on spreadsheet files taking up dozens of hours weekly, we implemented auto-report generation with direct government integrations that cut it down to minutes.
Calendar View
We implemented a Google Calendar like interface where you can manage all your client bookings, move them around, allotting vehicles, adjust booking duration.
This is where the booking staff spend 80% of their time on the platform creating, cancelling & managing bookings and client details in one single place.
User Analytics
While the older version of the app gave the business no insights into the available intelligence, the new platform had simplified graphical representation of the data as you can see above helping make better business decisions.
The analytics we implemented we’re just at the high level counting the number of bookings made by clients during each timeframe, but also on the individual booking and client level thus giving deeper insights into each individual component.
Daily PDF Generation
The drivers are usually non-tech savvy older volunteers. Before this, they had to work with a spreadsheet printouts where most of the data had to be filled in manually. With the newer system, with the single click of a button, a booking sheet PDF gets generated with all the client & journey details.
The next phase is to create a highly usable drivers mobile app to avoid printing papers altogether.
Custom Roles & Permissions
Our role-based access control allows admins to new roles and control what users and students can see or everything from updating a field of a user, to creating a course or generating a new contract for a lead.
Every single action was made a permission that can be enabled or disabled for any existing or new role that you create allowing for a more fine-grained access control management.
Activity Logs
We built an enterprise-grade activity logging system where the admins can view all activities made on the platform by others users along with the necessary context and timestamp.
So everything goes on record and provides 100% visibility in to the system.
...and much more