A few notes on what triggered us to get started with Happy-Tracker

We've all been there as consultants. A new project with a new team in a new (part of an) organisation. We need to get familiar with the culture, the processes and your client. In the middle of this we also need to get good process performance data. Initially to be used as a starting point, but at the end of the project this data is crucial when determining the actual improvement we've delivered. And whether a client runs the process on MS Excel, or has an advanced workflow management / case management tool. The problem of getting good process performance data is alwayas there. Very often accompanied by the following symptoms:

• service levels are too low
• don't know where to start improving
• improvements are very expensive
• improvements take a very long time
• very little actionable process data
• angry customers
• service levels reported are green, but perceived 'dark red' by clients
• employees worked hard with no result and frustration builds
• all kinds of negative effects, such as fines, customer and employee attrition down, ...

The approach was to build a software solution that would take away most of the common challenges when improving administrative processes. No more integrations, no more low quality process performance data, no more arguments about baseline or achieved improvements, no more point solutions.

One tool that delivers actionable process information and that can be used in a wide range of industries / processes. That has been the starting point. And it has worked out thus far ...

We want to improve the performance of administrative processes

By allowing companies to structurally collect relevant process data we're giving these companies the opportunity to quickly identify where problems are in their processes. That way they can respond in an operational way (i.e. prioritise requests) and in a tactical way (i.e. identify and prioritise improvement ideas). That's what Happy-Tracker is all about.

Although there's an wide range of administrative processes here are a few examples:

• tenders (rfi/rfp)
• mortgages, loans and banking operations
• public service requests
• procure to pay (procurement)
• quarterly / yearly closures (finance)
• photoshoots
• asylum requests (government)
• helpdesk processes
• recruitment processes, evaluations (human resources)
• business processes outsourcing service requests
• ....many, many more...

Improvement projects require process data. And process data is hard to get.

Consultants in general spend a lot of time collecting, cleaning, formatting and visualizing data. On top of that they are dependent (and are losing additional time) as they work with the client organisation to get it. All kinds of client departments can play a role in obtaining process data:

• identifying what system can provide the required data
• being allowed to see that data
• getting (in) direct access to that data
• getting support in interpreting the data
• getting the required data over and over again

By deploying Happy-Tracker as part of your improvement project you eliminate this problem.

When using Happy-Tracker you're minizing your process data collection time and you get better data.

The concept of Happy-Tracker is that the consultant facilitates data capture. By deploying Happy-Tracker it will be the client team that actually creates all the required process data. In real time you can see what's going on, use the data for baselining, daily huddles and analysis. It puts you in a more value add role and allows you to focus on improvement, instead on the data collection.

As such Happy-Tracker helps you to improve the quality of baselining, daily huddles and analysis with a high quality process data. You and your client team have immediate access to key information, such as:

• where a request is in the process
• a request needs to be prioritised to finish on time
• what has happend to the request thus far
• if the request has been reworked
• ...much more...

Interesting to mention is that Happy-Tracker has unique functionality that allows handling multiple different request types, with a variety of different service level requirements in a very controllable way.

Shortly after project kick-off you model the process of your client team in Happy-Tracker. And after a 1 hour training the client team can start measuring. You have real time process insights within days.

A bit more detail please:

• The client team triggers new requests in Happy-Tracker with a simple copy-paste action of the existing unique request number. No more data entry is required to start the data capture of a specific request.
• On an ongoing basis the status of the request in Happy-Tracker is updated by the client team. As such Happy-Tracker knows the status of a request. This information is available to the entire client team and provides immediate and real time transparency.
• After a period of measurement you can now determine proper baselines for each process (step). And when the client team is ready you can activate decision support functionality to enable them to make the right decision regarding priority setting every time.
• All the information captured can be visualised through standard process reports and extracted in the form of Excel sheets.

You used to spend considerable time to continuously get process data for your improvement project. With Happy-Tracker you'll get real time, high quality process data at a fraction of the time you used to spend on it.

Happy-Tracker is tailored to help manage and improve processes in a project setting

We've been there: Large organisations, complex processes, variety of systems and departments involved. And there you are with your improvement task. Happy-Tracker allows you to overcome some of the most common hurdles you're facing with each and every project. They include, but are not limited to:

• Rapid deployment: Happy-Tracker is cloud based software. As soon as you start a project for a new client or a new process of an existing client you can start modeling processes within minutes.
• User friendly: Happy-Tracker is based on a clear and understandable concept, has an intuitive user interface and supports different languages. So you can use it for processes that span countries, or support clients in different countries with the same solution.
• No integrations: Happy-Tracker is cloud based software. Create new requests by simply copy/paste the unique original request number and off you go. We understand that having an interface would be great, but you don't need one to get started. No dependency on IT departments any more. What a relief!
• Versatile: As long as you can split a process in a couple of steps you can use Happy-Tracker. In essence Happy-Tracker can be used for any industry, sector and business process. One solution to perform data capture for all projects.

Happy-Tracker introduction for consultants

Click to see a short intro video about Happy-Tracker.

Pricing

Due to the startup phase we're in right now we're not openly publishing prices. We can share however the pricing types that we envision for consulting agencies:

• Partnership fee: This will be a monthly recurring fee that allows you to use the Happy-Tracker solution, get access to a training environment (to train your consultants) and get access to a demo environment (for customer presentations). We will provide materials you can incorporate in your consulting offering to your client.
• Process fee: This will be a weekly recurring fee for the duration of your improvement project for each process that you'll optimise.

The combination of a partnership fee and a process fee will keep the cost of Happy-Tracker low in periods when you have no active projects (summertime, winterbreak, ...).

Should you be interested to learn about our prices then please get in touch with us.

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We're really happy you're interested

On our contact page you'll find out how to get in touch with us.

We are delighted to see if you can use Happy-Tracker in your current or next improvement project.

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