Client Overview
TaskBharat is a workforce management company that provides trained field executives for KYC verification, collections, recovery, field sales, audits, surveys, and customer verification services across India. To manage its growing workforce and client operations efficiently, TaskBharat required a centralized digital platform for workforce management and field operations.
Client
TaskBharat
Industry
Workforce Management & Field Services
Requirement
To build a centralized workforce management platform for managing field agents, client workflows, tasks, attendance, and real-time operations.
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Challenges They Faced
- Manual Workforce Management: Managing thousands of field agents across different locations and client projects was largely dependent on manual processes, leading to operational inefficiencies and delayed reporting.
- Complex Onboarding & Verification: Verifying employee documents, conducting compliance checks, and ensuring workforce authenticity across multiple projects was time-consuming and difficult to manage.
- Limited Visibility of Field Operations: Managers lacked real-time visibility into agent activities, task completion status, travel routes, and customer interactions, making monitoring and accountability challenging.
- Multiple Client Workflows: Different clients required unique task structures, documentation requirements, reporting formats, and operational processes, making standardization difficult.
- Payout & Reimbursement Tracking: Calculating field agent earnings, incentives, travel allowances, and reimbursements manually increased the chances of errors and delayed settlements.
Solutions We Offered
- End-to-End Workforce Management Platform: Developed a centralized ecosystem comprising a mobile app for field agents and a web-based admin portal for managers, supervisors, and administrators.
- Digital Onboarding & Verification: Implemented a secure onboarding workflow with OTP verification, document uploads, DigiLocker integration, profile verification, and approval management to ensure compliance and workforce authenticity.
- Training & Certification System: Built role-based training modules with videos, learning materials, assessments, and certification workflows, ensuring agents are qualified before receiving assignments.
- Smart Task Management: Enabled automated and manual task assignment based on location, skill set, workload, and availability, ensuring efficient resource utilization and faster task execution.
- Real-Time Monitoring & Tracking: Integrated GPS tracking, geo-tagged selfies, location verification, attendance tracking, voice recordings, and masked calling capabilities to improve transparency and operational control.
- Advanced Reporting & Analytics: Developed comprehensive dashboards and reporting tools for productivity analysis, attendance tracking, task completion monitoring, workforce performance evaluation, and client-specific reporting.
Technologies Used
React Native
React.js
Node.js
MongoDB
AWS
Results
- Improved Workforce Efficiency: Digitized workforce operations significantly reduced manual effort and streamlined field employee management across multiple projects and clients.
- Faster Agent Onboarding: Automated verification, training, and approval workflows accelerated employee onboarding while maintaining compliance standards.
- Enhanced Operational Visibility: Real-time tracking, attendance monitoring, and task management provided complete visibility into field activities and workforce productivity.
- Better Client Management: The configurable platform enabled TaskBharat to manage multiple clients, workflows, and reporting requirements through a single system.
- Accurate Performance & Payout Tracking: Automated earning calculations, travel reimbursements, and productivity tracking improved operational accuracy and reduced administrative overhead.
- Scalable Workforce Operations: The platform established a strong digital foundation capable of supporting large-scale workforce operations, multiple business processes, and future organizational growth.
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