One of their core tools, Modus, offers snapshot time data tracking: a clear view of the personnel resource allocation inside the company so managers can easily spot understaffed and overstaffed activities.
Obtaining this data requires a thorough process: Humatica surveys its clients, validates the data, and uploads it to Microsoft PowerBI for data analysis.
Humatica and Monterail’s successful partnership history kicked off back in 2020 with a code audit of Modus. Since then, we have collaborated in different ways.
Organizational performance consultancy is fast-paced and high-stakes. Data should be both reliable and actionable to ensure clients have all the information necessary to make the best decisions for their companies. There is no room for error.
With that in mind, Humatica tasked Monterail with creating Client Portal, a web app to allow them to easily share the PowerBI dashboards with their clients.
The next step was rewriting Modus, an enhancement to the Client Portal app with more intricate activity-tracking features and comprehensive organization structure validation. It would end up consisting of two modules.
The Manager is used by Humatica’s clients, who inform how much time their reportees spend on each activity, which automatically updates the organization structure in real-time. Managers then supervise this information: they can add, edit, and delete employees, change managers, and more. This is where the most complex business logic is and working side-by-side with the client was essential to fully understand how the functionality should work.
The Admin section is used by Humatica consultants, which have overarching permissions and verify and accept manager actions.
Key challenges of the project included:
- Common effort required to achieve the final version of the app’s flows
- Very complex business logic with zero room for error
- Operating in a fast-paced environment