Software Development

COST SEG & R&D PRO

A cloud-based software has been developed for cost seg and R&D staff. The software replaces the existing processes, which rely heavily on excel and the network drive. This process streamlines the project execution, project notification, and client deliverables.

Cost Seg – Phase 1 of this application will be released in November 2021.

R&D – This software will integrate with Salesforce on client and project details. Phase 1 of this application will be released at the end of 2021.

PROJECT SETUP REQUEST

We have developed an RPA (Robotic Process Automation), which drastically reduces the time required to set up a new project in PCS and Salesforce. It streamlines the project creation process and reduces the internal communication overhead. It also reduces a lot of duplicate data entry work by staff.

CENTRALIZED KNOWLEDGE BASE SOFTWARE

We rolled out a centralized knowledge base management software, GetGuru. Everyone can access GetGuru through Okta. Knowledge is shared among departments, meaning an R&D staff can read research performed by a tax staff based on a keyword search.

COST SEG PROPOSAL AUTOMATION

We changed the process to collect property data systematically in Salesforce, then automated the process to generate a sales proposal. Two bots are implemented to achieve this, one for automating the process to retrieve additional property details data and one for generating the benefit estimate for the client in excel.

PROJECT NOTIFICATION

The project notification is a system to notify the project team if we are at risk of running out of budget on the projects, and each business line has its business rule. The factors can involve project budget, project WIP, project fee, and project completeness.

RECRUITING PROCESS

We have a new process for new requisition requests. The entire process is going through a form request and email. The hiring manager can submit the request through a form in Okta, and the entire approval process will go through email.