Virtual Software Developer: Create a Customer Analytics Dashboard for blueButler
Project scope
Categories
UI design UX design Information technology Software development NetworkingSkills
call recording drilldown communication sales prospecting customer analytics computer science sql (programming language) microsoft windows 10 dashboard customer relationship managementOur 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
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?
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.