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ChangePlan logo

Innovative cloud platform for planning changes in the company

https://changeplan.co
CRM
Management

December 2019 - in progress

ChangePlan project description image

Project goals

projectGoals.automaticProcess

Process automation for change manager

projectGoals.analytics

Analysis of ongoing changes in the company

projectGoals.customSettings

Development of user settings to facilitate the work of managers of large companies

Concept
ChangePlan is a cloud platform for managing large companies and projects. Uses a unique methodology to assess decisions, impacts and risks. It's not like Jira or Trello where the project manager creates and assigns tasks. The app helps the change manager to track the whole process, plan and report.

Our solutions

projectSolutions.interface

User-friendly interface of pages and modals

projectSolutions.analytics

Analytics (tables, reports, graphs)

projectSolutions.userSystem

Access system and the ability to invite users

projectSolutions.filters

Large-scale filtering of data and projects

projectSolutions.dataExport

Data import/export functionality

Implemented features
1

Development of reports and tables according to the logic of the project

The main task of the application is to help the change manager correctly assess the risks associated with innovations in the company. For this, numerous tables, reports and graphs are used that provide summary information to the manager himself and those below him in the hierarchy.
ChangePlan reports
Implemented features
2

Updating the design of pages and modals

We are working hard on the user-friendly interface of modal windows: improved functionality, customized components to match the colors and styles of the application. In order to optimize the application, all components were removed and reused. The Material UI library is actively used to design the site.
ChangePlan user-friendly design
Implemented features
3

Developing custom settings

We have created and implemented various custom settings: Goals, Deadlines, Actions, Responsible, Risks, etc.
ChangePlan custom settings
Implemented features
4

Implementation of the user access system

A new system of user roles (user system roles) allows you to add and remove invitees yourself. This expands the capabilities of the application and makes it easier for trusted users to access certain categories of company internal information. To implement the new system, we redesigned the backend logic for providing data to the interface. Added the ability to edit access rights for individual projects and for groups of projects. Implemented three main groups of rights: Owner, Contributor, Viewer. Additional complexity was introduced by the priority of the rights of individual projects over the rights of groups and the filtering of projects available to the user.
ChangePlan custom user system roles
Implemented features
5

Add custom filtering

Custom filtering has been introduced to pinpoint the required data. The feature of this functionality is scale, since filters are used on almost all pages of the application, and the number of filtering criteria is quite large.
ChangePlan custom filter system
Implemented features
6

Introduction of mail notifications to users about changes

A separate domain was used to send email notifications. A unique design was also developed and implemented for each type of email message.
ChangePlan notifications
Implemented features
7

Development of functionality for data import/export

The application allows you to export any information, tables and graphs in convenient xlsx and csv formats. Specially prepared templates have been developed for data import.
ChangePlan data import/export

Technologies

React

React

Meteor

Meteor

Heroku

Heroku

MongoDB

MongoDB

Material-UI

Material-UI

jQuery

jQuery

REST API

REST API

Team

team

Fullstack developers - 2

team

Project manager - 1

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