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Project idea: A stand-alone website used as a "Client Onboarding Dashboard":
Customer: Maxim Management
Client: a client of Maxim Management
Summary: The customer has a list of items that must be done for each client and it is desirable for the client to be able to see the overall onboarding status at any given time and also be alerted when certain milestones (group items) are achieved. Ideally simple for the customer to be able to update the items list (including the client’s email addresses) and email content. If the project is too large, the email portion could be left off.
Inputs: onboarding list, emails templates for each group, email addresses to send email to
Outputs: email sent to client, secure(ish) url to give to client and also send in email
- the onboarding process involves roughly 300 items that will be broken down into groups
e.g.