PEO Advisors Analysis Platform
Services Covered:

Industry
Human Resources & Staffing
Duration
105 months
Budget
10K - 49K
Start Date
1 November 2017
Team Size
1-5 Employees
Engagement Model
Offshore
Project Capability Score (PCS)
77/100
Good
Project Capability Score (PCS) estimates how capable u2i is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS
Client
Confidential
Project Summary
u2i developed a digital platform intended to streamline a tedious, multi-step analysis process used by PEO advisors. The vendor has provided development services (the client believes they are using Ruby on Rails), with one primary developer and additional contributors for design and specialist tasks. The client reports significant efficiency gains, strong project management, and excellent communication; engagement has been ongoing since November 2017.
Key Challenges
- The client's analysis process was tedious and time-consuming
- Need to replicate multiple Windows-based tools into a single streamlined digital platform
- Desire to improve overall workflow efficiency across the business
Project Deliverables
- Digital platform to automate and streamline the PEO analysis workflow
- Replication of a multi-step Windows-based process into a web-based solution
- Backend development (believed to be Ruby on Rails)
- Ongoing development support and future design work
Project Solution
The vendor received a general outline and built a web-based platform to replicate and streamline the client's existing multi-application Windows workflow. Development has primarily focused on replicating the current process in a single, cleaner output; the client believes the implementation uses Ruby on Rails. One lead developer serves as the main contact while other team members contribute design and specialist support. Communication is maintained via Slack, Kanban, and regular video calls, and further design work is planned after core development is completed.
Project Outcome
- Significant improvement in efficiency; the client described the result as a "game changer"
- Strong project management and communication with Slack, Kanban, and regular video calls
- Client satisfaction and confidence to increase the vendor's involvement
Platforms
Web
Tech Stack
Ruby on Rails
Client Endorsement
Overall Review Rating
5
5 out of 5 stars
Timeliness
Cost Rating
Willing to Refer
Quality of Deliverables
“u2i’s contributions have become pivotal to increasing overall efficiency. Communicative project management, a willingness to accommodate requests, and technological adeptness have helped establish the confidence to further increase their involvement.”
Note: This endorsement is based on publicly available client feedback from external review sources.
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