Virtual Software Developer: Create a Customer Analytics Dashboard for blueButler

Closed
blueC 802 Inc
Kitchener, Ontario, Canada
John McDonald
CTO
(9)
3
Preferred learners
  • Canada
  • Academic experience
Categories
UI design UX design Information technology Software development Networking
Skills
call recording drilldown communication sales prospecting customer analytics computer science sql (programming language) microsoft windows 10 dashboard customer relationship management
Project scope
What is the main goal for this project?

Our organization is able to offer a virtual developer opportunity for an individual or team of up to 4 computer science students.

The primary focus areas for the student(s) will be:

  • Dashboard views for our SQL database - Our blueButler software captures real-time VoIP (Voice over IP) call records that are stored in a SQL database and include call meta-data and associated CRM data as well as a link field to the recorded phone call and associated call tags (ie. categorizations).

Our virtual student(s) is expected to have the following tools:

  • Windows 10 Pro Laptop or Computer
  • .NET Visual Studio
  • Knowledge of SQL database structures

We will plan to communicate with our virtual intern using these communication tools:

  • Gmail
  • blueC VoIP system (Ring Central)

Student's primary contact: Paul Pottier, Senior Software Developer

Secondary contact: John McDonald, CTO

What tasks will learners need to complete to achieve the project goal?

Goal for this project:

We are seeking insights into the data presented as a dashboard where the user can set filters and drill-down into specific details as required.

Insights that are desired:

Calls by User / Department - number, average duration, in/out direction; trending analysis

Tagged Calls - Insurance Calls vs Other/Personal Calls vs Untagged Calls; Client calls vs Prospect calls; Call Metrics per tag; Possibility to group tags together in the dashboard; Trends

Linked Calls - How many Insurance Calls are not linked?; How many untagged calls are not linked? How many untagged calls are linked that have a Subject and no tag?

Customer ID / Policy ID - Who are the customers that have the most calls? Which customers who had at least one call the prior year have no calls this year?

Operational Insights - are there any gaps in the call capture (eg. outages that affected the system); Are there calls without an associated call recording file; Are there any calls that are overly long?

How will you support learners in completing the project?

The student(s) will report to the CTO and will work directly with our lead cloud system developer.

Bi-weekly status update reports.

About the company

blueC develops and distributes to the Insurance Agency/Broker market, VoIP Integration software called “blueButler”. blueButler has a comprehensive web services interface that enables it to be integrated into CRM and other third-party systems. blueButler is software that connects a company’s phone system to their CRM or other client database application. As such, blueC partners with many CRM providers (Salesforce, Applied Systems, Vertafore, Acturis) and with many VoIP providers (Cisco, Broadsoft, Netsapiens, Mitel, Asterisk, Avaya, RingCentral, GoToConnect, Net2Phone, Yovu, etc) as well as other application software providers and hosting infrastructure partners like Google GCP. blueButler securely captures all phone call meta data and call content and integrates this critical information into workflows to consistently drive key performance targets.