VEXA Services understood the process and time it takes to find a virtual assistant that best matches the individual or business owner who needs it. For years, VEXA had created an interview process that helped them understand the individual and business owner needs, allowing them to create a customized plan for each person they work with, pairing them with their perfect virtual assistant.
However, as the company grows and continues to help find matching virtual assistants for its clients, they soon realize they need a robust solution to help them automate the process, lifting a lot of the manual work.
While the problem and idea seemed reasonably straightforward, especially since the foundation of the workflow is already built, transitioning an offline workflow to an online automated workflow is never a simple task. Some of the challenges we ran into along the way involved:
- Understanding what criteria needed to be met when pairing virtual assistants with clients
- Knowing what kind of information is required to be stored
- Knowing what kind of reports needed to be run and what specific information they needed to contain
- Knowing what type of account access there are and what type of information should be rendered on each