Problem Faced:
Transitioning from spreadsheets to software – The client was managing their operations through Google Sheets, so understanding their workflow and converting it into a structured software system was a major challenge. Identifying essential features – Determining the most important features required for recruiter consultants to manage their operations effectively. Structuring consultant and client data – Designing a data structure that could properly organize consultant information, assignments, and service records. Ensuring smooth adoption – Building a system simple enough for the team to transition from spreadsheets to a dedicated platform without confusion.
Defining the right feature scope – Prioritizing which features were essential for the first version while avoiding unnecessary complexity.
Balancing flexibility with structure – Creating a system structured enough for automation but flexible enough to support different consulting workflows.
Ensuring system reliability – Building a stable platform that the team could depend on for their daily operations.
Adapting the team to a new system – Ensuring the consultants could transition smoothly from spreadsheet-based workflows to a dedicated software platform.
