Acorn Compliance required a robust portal to streamline the onboarding of healthtech companies and manage their ongoing compliance tasks. Their primary goals were:
Efficient Onboarding: Seamlessly integrate new companies into the compliance system, providing a straightforward onboarding experience.
Task Management: Assign tasks to companies based on categories like clinical safety, technical security, interoperability, usability, accessibility, and data protection.
Progress Tracking: Offer a dashboard displaying the overall progress of compliance tasks, with a visual representation of task completion.
User Role Permissions and Data Privacy: The client expects the implementation of a custom profile permission system to differentiate between "Company Admin" (comprehensive access) and "Internal User" (limited access), while ensuring data visibility is filtered based on the logged-in user, so that companies can view only their relevant records, protecting sensitive information.
Product Versioning: Allow companies to manage and update their product versions within the portal.
Engaging Dashboard and UI: Develop a best-in-class dashboard with an intuitive design and create a visually appealing course module interface.
About the Client
Solution
To address Acorn Compliance’s requirements, ThoughtLogik implemented a custom portal with advanced filters to ensure each portal user only accesses data relevant to their role and organization. The solution included the following key functionalities:
Onboarding and Task Management: Companies are assigned compliance tasks across multiple categories during onboarding. Tasks are tracked with status indicators and allow for the submission of supporting evidence for streamlined management.
Dynamic Dashboard: Using ZML snippets, a visually engaging dashboard was created to display task progress through a meter gauge, showing completion percentages and scores. This intuitive layout gives company administrators a clear snapshot of their compliance status and highlights areas requiring attention.
User Role Permissions and Data Privacy: A robust profile permission structure was implemented to ensure secure access. Company Admins have full access, while Internal Users have restricted permissions. Advanced data privacy filters ensure users can only view records specific to their company, safeguarding sensitive information.
Product Version Management: Companies can seamlessly add and manage product versions within the portal, simplifying regulatory tracking and updates.
Course Module: A visually appealing course module was developed using widgets, offering an intuitive interface for companies to access and engage with compliance training materials.
Implementation Process
1. Requirement Gathering: Conducted workshops with stakeholders to capture needs, prioritize features, and define the project scope.
2. Iterative Development:
- Built core functionalities as part of MVP and extended the capabilities of portal by following iterative build and test approach
3. Testing and Feedback: Conducted User Acceptance Testing (UAT) at each stage, refining features based on feedback.
4. Go-Live and Post-Deployment Support: Provided ongoing support and implemented enhancements based on user feedback
Results and Impact
ThoughtLogik delivered a cost-effective and scalable client portal on Zoho Creator, transforming how clients manage their operations and interactions. The portal integrates essential features like client onboarding, training, task management, file storage via Zoho WorkDrive, and AI-powered online support to streamline workflows and enhance user experience.
Key Outcomes:
Improved Efficiency: Streamlined client onboarding and training processes, reducing manual effort and saving time. Simplified task management, enabling clients to track and complete tasks effectively.
Enhanced Collaboration and Accessibility: Seamless integration with Zoho WorkDrive provided secure file storage and easy access to documents. The centralized portal ensured clients could manage all their activities from one platform.
AI-Driven Support: The inclusion of AI-powered online support improved response times and provided instant assistance, enhancing client satisfaction.
Scalability and Cost-Effectiveness: The scalable solution allowed for future expansion while being cost-efficient
“Super knowledgeable team with great leadership. The depth of knowledge across the entire Zoho product stack stands out and has helped us effectively implement CRM, Billing, Social, Marketing Automation and more. On the development side, we've used Zoho Creator and the team was able to fully understand our complex and ever changing requirements and deliver and Enterprise Grade App in record time using Creator. Big thank you to Yuvi, Sudahar and the whole Thoughtlogik team! Highly recommended!”
