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Client File Management and Task Distribution

•CODE & NO-CODE AUTOMATION, TRAVEL BUSINESS SOLUTIONS

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Industry: Travel

Project goal: To design a system for managing client file openings assigned to a team of managers

What was done:

Created a mechanism to assign tasks for client file openings to different managers.
Implemented a goal-setting and performance tracking strategy for both individual and team-wide evaluation.
Developed performance reports to monitor the manager team’s productivity.

Achievements:

Facilitated task distribution between managers, making the process more efficient.
Increased manager engagement by visualizing progress towards their goals.
Simplified team management through well-structured data and reporting systems.
Improved timely client file openings, significantly raising the quality of service provided by the company.

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