An application created on Power Apps that helps the strategy team identify common problems with performance.
-Worked with teams to discover common problems with clients
-Managed to stay within existing team workflows and automate tasks
-Connected with teams to provide training and beta testing.
Self Filter
The self filter allows users to deep dive their clients by looking at various targeting areas right from within the app
Asana Tasks
Asana Tasks are pushed from the app, to a board on Asana complete with the team member tagged and all the client information already populated. This eliminates the time needed for the team member to find detailed information on the client. Once an Asana task is populated, the task automatically pushes to our CRM, Hubspot as a note for full visibility across teams.