Analysis of your processes
First, we talk about how work looks today: team structure, types of tasks, how you handle customers and complaints, leave rules and how you settle work time.
Based on this, we propose the layout of modules, field names and statuses that will be clear for your people.
Configuration for roles and departments
We prepare views for owners, managers, HR and employees so that everyone sees what they need to work.
We can hide unnecessary elements and highlight what is most important for a given role.
Language and company terminology
We change tab names, field names and statuses so that the wording matches your company and industry.
Thanks to this, the panel is intuitive for the team from day one.