Other

Business Process Optimization

Custom Software Development / IT Consulting / Health Industry

The Brief

youmecare.com is an innovative online platform designed to connect individuals seeking caregiving services with qualified caregivers. The platform aims to simplify the process of finding and hiring caregivers, ensuring that families and individuals receive the support they need efficiently and effectively.

The client contacted us to optimize their business processes because it is crucial for maintaining high service standards and meeting user expectations. Effective process optimization enhances user experience, reduces operational costs, and ensures that caregivers are matched with care seekers in a timely and efficient manner. This improves the overall quality of services provided and also builds trust and reliability.

. Problem

01
  • For Clients: Clients faced challenges when trying to access their caregiving information. Upon logging into youmecare.com, each client’s Memberstack account was supposed to have a location ID associated with it. However, there were instances where this integration did not function as intended, causing discrepancies in the data. Additionally, clients expected a seamless experience where their dashboard displayed their visits clearly on a dedicated subpage.
  • For Caregivers: Caregivers experienced issues related to schedule visibility and accuracy. When logging into the platform, caregivers expected to see their schedules filtered by client, with their email used to access caregiver records in the Deputy database. However, due to integration problems, caregivers often encountered mismatched or missing schedules. Ideally, caregivers should have been able to view the same schedule that clients saw, ensuring both parties were aligned. However, the lack of synchronization between client and caregiver schedules led to operational inefficiencies and dissatisfaction among both users.
  • For Business Owners: The majority of the workflow was manual, from initiating a communication with a new client, searching for caregivers, selecting top candidates and interviewing and setting up the right match with the client; to calculating weekly payments and distributing payouts accurately to caregivers.

. Solution

02
For Clients:
  • Setting up a robust calendar library that allows clients to easily view their caregiving schedules.
  • Customizing calendar views to ensure they are visually appealing and user-friendly for clients.
  • Integrating with Deputy to filter schedules by location ID, enabling clients to manage visits directly from their dashboard.
  • Implementing the calendar on the customer's dashboard to provide a clear and organized view of caregiving visits.
  • Enhanced Dashboard view integrated with Stripe to see current plan, hours/funds remaining, etc.
For Caregivers:
  • Setting up a calendar library tailored for caregivers to view their schedules and appointments.
  • Styling calendar views to ensure caregivers have an intuitive interface for managing their schedules.
  • Integrating Deputy for caregivers to access schedules filtered by clients through their email.
  • Integrating the calendar into the caregiver's dashboard to provide real-time visibility of appointments and tasks.
For Business Owners:
  • Automating and optimizing 70% of business operations by:
    a) Removing unnecessary (duplicate-effort) third party integrations.
    b) Setting up and configuring proper integrations of necessary third party software.
  • Adding custom code to align platform’s functionality with business needs, accommodating quick and easy data storage and processing, streamlining of resource management and payments.
  • Increasing customer satisfaction due to more frictionless and streamlined process of on-boarding and increased turnaround times.
Common Steps:
  • To overcome the challenges described above and ensure seamless communication among services, the decision was made to develop an API. This API would facilitate better integration, streamline processes, and enhance the overall functionality of the platform.
  • Conducting thorough testing to ensure all features work seamlessly for both clients and caregivers. This includes testing for performance, usability, and integration accuracy.
  • Addressing any issues identified during testing to optimize functionality and enhance user experience.

. Tech Stack

03
NodeJS
ReactJS
PostgreSQL
AirTable

. Results

04
The business process optimization for youmecare.com resulted in the development of an additional API (Application Programming Interface) using NodeJS. This API brought several key features that significantly improved the platform's functionality and user experience:

  • Usage-Based Subscription: The API enabled a usage-based subscription model for users, with the payment cycle starting from the upcoming Friday. This allowed for a more flexible and fair billing system based on actual hours of caregiving services utilized.
  • Integration with Stripe: The API was designed to receive Stripe events, updating user data in Memberstack once a subscription starts. This seamless integration ensured that user information was always up-to-date and accurate.
  • Tracking Timesheets: By tracking Deputy events related to timesheets and delivering this information to Stripe, the API automated the billing process based on real-time data. This eliminated manual errors and streamlined the payment workflow.
  • Data Management: The API gathered data for the usage table, ensuring that all relevant information was collected and organized efficiently. This data was crucial for accurate billing and reporting.
  • Automated Invoicing: Invoices were automatically generated and sent to users' emails, ensuring timely and accurate billing. This reduced administrative overhead and improved the user experience by providing clear and prompt communication.
  • Error Notifications: Any errors encountered in the process were automatically sent to the client's (admin) email. This proactive approach allowed for quick resolution of issues, maintaining the platform's reliability and performance.

In addition to the API, an additional widget application was developed using React JS. This widget enhanced the user interface with the following features:

  • Usage Table Display: The widget rendered the usage table on the user’s dashboard, providing users with a clear and concise view of their service usage and related charges.
  • Subscription Button: A subscription button was displayed, making it easy for users to manage their subscriptions and stay informed about their billing cycle.

By streamlining various aspects of the platform, our team made it easier for users to navigate, reduce the time taken to match caregivers with those in need, and improve overall satisfaction for both caregivers and care seekers.
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