This new version introduces a revolutionary change to the platform. Company managers can now create a profile to invite their employees to work on the same projects. To do so, they must register via the registration section on the main screen or using their Google account.
After completing the onboarding process, the user who owns the company can register their employees within the company and invite them to collaborate on the projects to be developed.
There are four different profiles within the company:
Owner: Profile created by the company owner with permissions to perform any action within the company.
Manager: Profile dedicated to management, focused on defining projects and organising resources.
Sales: Profile dedicated to analysing opportunities and generating quotes for the sale of projects.
Employee: Profile dedicated to project development, trained in the analysis, definition and estimation of tasks.
Employee invitation
A new action button has been added to the employees section to send a registration email to the relevant employee.
This email includes a unique company code that allows the user to access the company’s projects. This code must be entered during the onboarding process by selecting the ‘Join a company’ option.
Email
Onboarding screen
Depending on the role assigned within the company, the user will be able to view and perform different actions within the company.
Task estimation
There has been an improvement in task estimation thanks to the collaborative project option. From now on, with the new functionality, different employees will be able to estimate tasks, just as Waipi (our AI) can. The final estimate will be the average of the values estimated by each of the users who have made the estimate.
On this new screen, depending on the role, you will be able to edit or delete the different estimates, as well as add a new estimate for each of the tasks.
Budget generation
In this new version, a section has been added where Waipi calculates the costs associated with the project in order to estimate the budget required for its execution.
This section calculates the costs for each department based on the hourly rate defined for each department and the number of hours associated with each department.
A new section has also been added to the company area to define the common costs associated with each type of project.
These costs are automatically imported when creating a project of the selected type.
Users are also permitted to enter specific costs in the project budget area, where they can define whether the cost is a fixed value or a percentage of the estimated project hours.
Expertise by technology
In this version, the possibility of defining the expertise of each technology per employee has been introduced. In the employee creation section, up to three levels of expertise per technology can be defined for each employee.
This experience can also be modified from the employee editing section, in order to provide greater context in the association of tasks and their estimation by our algorithm.
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