Empowering business expansion and efficiency in B2B health coaching

To achieve our objective of integrating the YourCoach system into Twill and contribute to solving the central business challenge, we've taken the following steps:

• Assembled a team of specialists well-equipped for the task, including three backend developers, three frontend developers, a business analyst, a DevOps engineer, a QA specialist, an architect, and a designer, led by the project manager.
• Identified the critical phases of tackling the tasks and set up additional meeting agendas to clarify all requirements and details.
• Framed the problem and created a work breakdown structure (WBS).
• Started the execution of the project.

As the project started, our approach involved integrating into Twill's native app via an iFrame to display our widget as a responsive webview. This setup ensured that users accessing Twill's mobile app could interact with YourCoach seamlessly.

We also set up a separate instance for B2B integrations to keep different clients' databases and data distinct, enhancing security and operational efficiency. This allowed coaches and admins to easily switch between different customers within the same system, fostering an environment for a more straightforward B2B onboarding process and continued growth.

We incorporated the following features to bring Binariks' vision to life:

Set up separate instances with chat/calls/document exchange capabilities without defined requirements.

• Created basic analytics dashboards from scratch, displaying key metrics such as the number of clients per coach, interaction frequency, and other relevant data with the perspective of adding the analytics feature.
• Established a Secure File Transfer Protocol (SFTP) for generating and delivering approximately ten reports daily and monthly. First, it was conducted manually, and then we automated the monthly report generation process. These reports include data on time end-users spent with coaches, frequency of messaging, number of live sessions, session cancellations, and other information that may be useful for both analytics and billing purposes.
• Modified coach and admin side of the platform, adding extra features to enhance functionality and user experience.
• Developed a custom calendar feature allowing coaches to set availability time slots, similar to Calendly, but taking into account the platform's specifics. It enabled booking, canceling, and handling of session appointments efficiently and helped coaches manage their availability, which is also reflected in the reports.