Project Goal

This project aims to automate key operational processes within MVT+ by developing robust reporting tools that minimize manual entry and reduce errors in transaction logging, payroll reporting, and KPI tracking. By leveraging data integration between JaneApp, Clover POS, and other internal systems, these solutions will enhance accuracy, save time, and improve the efficiency of administrative tasks related to financial and performance reporting.

Key Objectives:

1. Automate Transaction Logging: Develop a system that identifies unlogged transactions in JaneApp and cross-references them with Clover POS and other payment records to ensure completeness in end-of-day balances, accounting, and payroll reporting.
2. Streamline Payroll Reporting: Create an automated report that consolidates data from JaneApp to calculate total payments owed to self-employed therapists, eliminating manual data entry and reducing errors.
3. Automate KPI Tracking and Visualization: Design a reporting tool that allows for easy data import and automatically cleans, organizes, and visualizes key performance indicators (KPIs) to provide actionable insights without extensive manual data processing.

Project Outcomes and Deliverables

1. Automated Transaction Logging System

• Report Development: Build a report that cross-references JaneApp and Clover POS data, identifying and logging any missing transactions for comprehensive tracking.
• Process Optimization: Implement processes to minimize manual data entry and streamline end-of-day balancing, ensuring all transactions are accurately recorded.

1. Automated Payroll Reporting Tool

• Payroll Calculation Report: Design an automated report that directly pulls relevant data from JaneApp, calculates payments for self-employed therapists based on appointment and service records, and compiles payroll data for end-of-period processing.
• Error Reduction System: Integrate error-checking mechanisms to ensure the accuracy and reliability of payroll data, reducing the risk of discrepancies.

1. Automated KPI Reporting and Visualization

• Data Import and Processing Tool: Create a report that enables easy data import, cleaning, and structuring of KPI data from various sources, allowing for automated processing with minimal manual intervention.
• Visual Dashboard: Develop a visualization dashboard that presents KPIs in an accessible and actionable format, providing insights on therapist performance, booking efficiency, and revenue trends to aid in decision-making.

1. Documentation and Training

• System Documentation: Provide thorough documentation for each automated report, including user guides, maintenance instructions, and troubleshooting steps.
• User Training: Conduct training sessions to ensure that MVT+ staff can effectively use and maintain the automated reports and dashboards, empowering them to leverage these tools fully.