Role-based dashboards, project classification, AI insights: the biggest leap forward.
My performance viewed through different screens and data for each role
The partner portal has evolved beyond a simple project sharing tool into a work hub for each member. Team leaders and members have different dashboards, and AI transforms accumulated data into insights.
What's new
Role-based personal dashboards
- Team leader dashboard: View overall team status, toggle between integrated/team/my views, and catch missed flows with AI team insights.
- Team member dashboard: Visualize my efforts, performance, and skill distribution, adding a sense of achievement with gamification features.
- Daily Analytics automatically analyzes data every morning to keep the dashboards up to date.
3-tier project classification
- Classify all projects on three axes: service type · platform · industry.
- Support for 5-tier progress statuses (in progress, completed, on hold, etc.), auto-completion, and favorites.
- Separate portfolios for orders, proposals, internal, and investment projects to maintain a neat organization.
External integration of meeting minutes
- Link documents from Google Docs · Notion to project meeting minutes to consolidate records in one place.
Significantly faster response time
- Page transition time reduced from 5 seconds to 0.3 seconds, enabling an uninterrupted workflow experience.
- Transitioned to a token-based authentication system to enhance security and immediately block access for former employee accounts.
At a glance
| Area | Provided features |
|---|---|
| Dashboard | Role-based personal dashboard · team/my view · AI insights |
| Classification | 3-tier service/platform/industry · 5-tier status |
| Performance | Page transition from 5 seconds to 0.3 seconds |
Accumulated data becomes insights, and insights lead to the next actions.