Goal Envision

About

At UKAD, our commitment to efficiency drives everything we do. This project was especially exciting because it involved collaborating with a team that shares our dedication to effective work.

We were approached by a team managing a unique SaaS platform, GoalEnvision, designed to provide valuable insights for business growth and development using data. Their existing platform, though functional, was outdated and needed new features to stay relevant.

Challenges

We faced the task of revitalizing an outdated SaaS platform, ensuring it remains powerful and user-friendly to retain users long-term while delivering actionable insights.

Our approach always begins with thorough business analysis, a crucial step in our process. For this project, our team dedicated countless hours to brainstorming and analysis to create a solution we could be proud of.

We identified a comprehensive set of features needed to achieve the project goals. The platform had to:

• Operate with entities like companies or divisions for clear access levels and operations
• Provide multi-tier access
• Set up, define, and analyze goals
• Set up, define, and analyze targets
• Evaluate company performance
• Predict growth, and detect opportunities and threats
• Display data clearly and user-friendly

Solutions

With these requirements in mind, we began development. Creating a tool that genuinely aids business development requires more than just a metrics dashboard. We opted for an AI-based solution to analyze needs, predict growth, and suggest directions for work.

The GoalEnvision AI offers the following features to business owners and executives:

• Goal creation for the company
• Definition of necessary metrics to achieve goals
• Conditions for evaluating company growth

GoalEnvision also suggests development directions for optimal outcomes with minimal effort, acting as an unbiased business consultant.

Further, we introduced an 'Organization' entity, representing any company or division. The platform revolves around this entity, which includes a detailed employee structure with various roles and access levels. This setup supports defining managers and key roles, fostering effective reporting.

For success measurement, the platform uses 'Goals,' where users define progress conditions, responsible persons, and follow-up frequency. Goals are evaluated through regular reports and reviews by accountable roles. Similarly, 'Growth Targets' are assessed for organizational development.

The platform also includes a feature to test the organization and identify improvement opportunities across four dimensions:

• Overall: Set goals for overall area improvement
• Structure: Enhance processes, routines, and structures
• Ability: Improve skills and expertise
• Energy: Boost engagement and motivation

This module helps users understand the organization's status and use data to set goals and plan development.

Comprehensive charts provide quick insights into the current situation regarding goals, performance, routines, and team dynamics, enabling users to monitor their organizations efficiently.

To enhance usability, we implemented AI-generated templates for Goals, Metrics, Surveys, Conditions, and measurements, making it easy to create insightful goals without special skills.

Additionally, we included a leadership blog where one of the founders discusses the platform's functionality and the importance of goal-setting in business.

Results

Developing the Umbraco platform was a significant endeavor that left the UKAD team proud and the client highly satisfied. Our collaboration continues to thrive.

Today, GoalEnvision is launched and in the promotion phase to attract more users. We also utilize it for UKAD's growth.

Explore our expertise in .NET, Umbraco, and React to see how we can help you build complex solutions.

Technology stack