E-Portal 2.0
A Comprehensive Sales Dashboard Revamp
RESPONSIBILITY
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Extensive Design Planning
-
Deliverables
REQUIREMENT
Europ Assistance India’s in-house RSA E-Portal currently facilitates policy registration and tracking for Roadside Assistance (RSA) clients and agents. To meet growing needs and enhance user experience, the system is being upgraded to E-Portal 2.0. This modernization will replace the legacy application with a modern framework, introducing advanced features, expanded options for clients and RSA agents, and a seamless, user-centric interface.
MEASURED SUCCESS
✅ A Scalable Foundation for Future Digital Innovation:
Eportal 2.0 was a two-year endeavor (May 2022 to April 2024) that involved designing and developing a dynamic dashboard. The project's success not only addressed immediate company needs but also served as a template for other initiatives, influencing the development of Travel Strategy and EzAuto 2.0.
The deployment of Eportal 2.0 demonstrated significant scalability and strategic impact. Its user-centric design received recognition from colleagues, enhancing the organization’s digital transformation strategy and setting a precedent for future digital products.
Understanding the Users
Handles the organization’s strategic and operational decision-making, ensuring the alignment of sales, client onboarding, and dealership operations with business goals.
Takes care of client acquisition, onboarding, and sales performance analysis, ensuring alignment with business growth objectives.
Oversees dealership operations, managing KYC, sales, and product information while ensuring smooth collaboration with DSPs and clients.
Focuses on sales operations, managing sales data and certificates while monitoring performance targets.
Responsible for user management, dealership operations, and performance reporting to ensure smooth execution of client-side activities.
Takes care of regional sales operations, monitors performance, and ensures alignment with organizational targets at a national level.
Strategically manages multiple regions, aligning sales targets, performance metrics, and operational efficiency to achieve zonal objectives.
Oversees sales performance, dealer operations, and client relationships within a designated region to drive business growth.
Holds the highest level of authority, managing platform-wide configurations, user roles, dashboards, and define system accesses.
Responsible for managing core portal operations, including categories, products, clients, vehicles, and access rights, ensuring seamless functionality across the platform.
They focus on dealership, sales, and policy management, ensuring smooth operations through data handling and report generation.
Managerial Roles
BUSINESS HEAD
Operations Summary:
Accesses a comprehensive dashboard to monitor key metrics, including revenue, policy sales, client performance, and dealer contributions. This allows for high-level strategic insights and real-time decision-making. Manages targets versus achievements for Business Development Managers (BDMs), assessing monthly and yearly performance across different regions and user segments.
Reviews detailed dealership analytics, including performance trends, compliance statuses, and sales distribution, for informed dealership strategies. Evaluates field reports from visits, ensuring accurate tracking of on-ground activities and approvals for visit-related outcomes.
Analyzes client performance and prospect onboarding to ensure efficient pipeline management and successful conversion rates. Reviews RSA sales reports for detailed breakdowns of revenue, achievement rates, and category-specific contributions.
Allocates sales and revenue targets by region or category, ensuring alignment with organizational goals and tracking against projections. Oversees the addition, editing, and viewing of client and prospect data to streamline onboarding and maintain client relationships.
BUSINESS DEVELOPMENT MANAGER
Operation Summary:
The manager accesses detailed sales reports, tracking metrics such as monthly revenue, year-to-date performance, and achievement against targets. Insights into individual dealer contributions are provided for informed decision-making.
Handles the addition, editing, and viewing of prospective client details. This involves capturing essential client information and streamlining the pipeline for potential deals.
Facilitates a seamless onboarding experience by managing and editing client data. The process includes reviewing analytics and dashboards to assess and ensure compliance and readiness for active engagement.
DEALERSHIP MANAGER
Operation Summary:
Dealership Managers handle dealership KYC updates, DSP details, and training statuses. They manage insurance data by updating, approving, and exporting policies and invoices. They also oversee wallet balances, raising cumulative invoices for policies sold, and validating payment details. With access to sales and product reports, they can analyze performance trends and view product brochures for pricing updates.
Additionally, they receive notifications on product activity, sales, and events, ensuring efficient communication. Through these responsibilities, Dealership Managers maintain operational excellence while driving dealership growth and compliance.
DEALER SALES PERSON
Operations Summary:
Dealer Sales Persons access their dashboards to track cumulative sales count and amounts, compare performance against targets, and view sales progress over time. They manage sales by adding data and creating sales categories (e.g., RSA, EW, AMC, P&D) based on granted permissions. Additionally, they handle certificates by reading, searching, exporting, and printing details for the latest sales. They can also access full certificate details and download invoices depending on client-specific access.
CLIENT COMPANY MANAGER
Operations Summary:
Handles certificate-related operations, including viewing, editing, and generating detailed certificates for clients and policies. Ensures compliance and accuracy in document management.
Manages user profiles across the system, including creating, editing, and assigning roles to ensure proper access and functionality for different user types.Maintains and reviews dealership details, tracking sales, policy activations, and compliance statuses. Provides approval for dealership-related requests.
Localized Roles
NATIONAL MANAGER
Operations Summary:
Manages sales targets for Regional Managers (RMs) and Zonal Managers (ZMs) by creating, updating, reading, and deleting target assignments based on organizational priorities. Reviews target-wise performance, filtering data by RM, client, month, dealer count, and RSA sales metrics to ensure consistent performance tracking and accountability.
Allocates Zonal & Regional Managers to specific states and cities based on operational needs and strategic goals. Monitors the training status of pending dealers to ensure readiness and compliance within the sales network. Views client-wise product brochures, including updated pricing tables and modifications, ensuring accurate and consistent communication of product information.
ZONAL MANAGER
Operations Summary:
ZMs are empowered to set zonal targets and compare performance across multiple RMs under their supervision using the "Target vs Achievement" module. ZMs gain a bird’s-eye view of RSA Sales Reports, allowing them to identify trends, underperforming areas, and opportunities for improvement. Manage and evaluate dealer details and reports, reviewing sales and operational efficiencies, enabling informed decisions across zones.
Approve visit reports, ensuring compliance and alignment with broader zonal goals while addressing bottlenecks or escalations. Similar to RMs but at a broader scope, they handle product-related insights to align zonal objectives with market demands.
REGIONAL MANAGER
Operations Summary:
RM can set sales targets for their respective regions, monitor sales progress through detailed RSA Sales Reports, and analyze performance using metrics like YTD revenue and achievement rates. They oversee dealer details and reports, ensuring key performance indicators are met, while managing client relationships through targeted updates and feedback loops.
Generate and approve visit reports to track regional activities, meeting milestones, and resolving on-ground issues effectively. Access and analyze product performance, utilizing detailed product modules to refine offerings or client-specific strategies.
Platform Manager Roles
SUPER ADMIN
Operation Summary:
Super Admins manage admin accounts, oversee the creation and updates of dashboards, and handle system users across multiple categories, including clients, dealerships, DSPs, customers, and CRM managers. They are responsible for assigning roles and permissions, ensuring a secure and efficient user hierarchy. Additionally, they provide, revoke, and modify access rights for routes and resources tailored to specific user types.
Their responsibilities extend to maintaining seamless platform functionality by coordinating system updates and managing comprehensive operational controls that enable efficient collaboration and workflow.
ADMIN
Operation Summary
Admins oversee category and product management, including creating, updating, and assigning items to specific clients and dealerships while activating ACLs for secure access. They handle client onboarding with detailed data inputs, manage vehicle databases (manufacturer, model, and variant specifications), and establish product relationships between models and clients. Additionally, they process approvals for dealership and client requests, such as modifications, cancellations, and new additions.
Admins also manage system access controls, automating reports (MIS and sales), and ensuring dealer data accuracy, including RSA penetration metrics. Lastly, they supervise E-Portal membership operations, maintaining user IDs with full CRUD capabilities.
TEAM MEMBERS
Operations Summary:
Team Members manage dealership and DSP (Dealer Sales Personnel) profiles, including creating and updating details individually or in bulk. They handle data uploads for policies and clients, including legacy data, and oversee real-time sales data exports. Key responsibilities include generating sales and MIS reports based on clients or dealerships and managing requests for policy modifications or cancellations.
Additionally, they ensure accurate handling of insurance details, including viewing, updating, canceling, and exporting policy information. They facilitate seamless collaboration by raising and addressing requests with proof-based actions, ensuring compliance and operational efficiency.
Common Pages
First Time Login:
Seamless onboarding flow for new users to set up their accounts, validate credentials, and establish secure access.
Base Login:
Simplified yet secure login process for returning users to quickly access their accounts with ease.
Account Management:
Centralized management tools for users to update personal details, reset passwords, and maintain account security effortlessly.
E-Portal 2.0
A Comprehensive Sales Dashboard Revamp
Platform Manager Roles
SUPER ADMIN
Operations Summary:
Super Admins manage admin accounts, oversee the creation and updates of dashboards, and handle system users across multiple categories, including clients, dealerships, DSPs, customers, and CRM managers. They are responsible for assigning roles and permissions, ensuring a secure and efficient user hierarchy. Additionally, they provide, revoke, and modify access rights for routes and resources tailored to specific user types.
Their responsibilities extend to maintaining seamless platform functionality by coordinating system updates and managing comprehensive operational controls that enable efficient collaboration and workflow.
ADMIN
Operations Summary:
Admins oversee category and product management, including creating, updating, and assigning items to specific clients and dealerships while activating ACLs for secure access. They handle client onboarding with detailed data inputs, manage vehicle databases (manufacturer, model, and variant specifications), and establish product relationships between models and clients. Additionally, they process approvals for dealership and client requests, such as modifications, cancellations, and new additions.
Admins also manage system access controls, automating reports (MIS and sales), and ensuring dealer data accuracy, including RSA penetration metrics. Lastly, they supervise E-Portal membership operations, maintaining user IDs with full CRUD capabilities.
TEAM MEMBERS
Operations Summary:
Team Members manage dealership and DSP (Dealer Sales Personnel) profiles, including creating and updating details individually or in bulk. They handle data uploads for policies and clients, including legacy data, and oversee real-time sales data exports. Key responsibilities include generating sales and MIS reports based on clients or dealerships and managing requests for policy modifications or cancellations.
Additionally, they ensure accurate handling of insurance details, including viewing, updating, canceling, and exporting policy information. They facilitate seamless collaboration by raising and addressing requests with proof-based actions, ensuring compliance and operational efficiency.
Localized Roles
NATIONAL MANAGER
Operations Summary:
Manages sales targets for Regional Managers (RMs) and Zonal Managers (ZMs) by creating, updating, reading, and deleting target assignments based on organizational priorities. Reviews target-wise performance, filtering data by RM, client, month, dealer count, and RSA sales metrics to ensure consistent performance tracking and accountability.
Allocates Zonal & Regional Managers to specific states and cities based on operational needs and strategic goals. Monitors the training status of pending dealers to ensure readiness and compliance within the sales network. Views client-wise product brochures, including updated pricing tables and modifications, ensuring accurate and consistent communication of product information.
ZONAL MANAGER
Operations Summary:
ZMs are empowered to set zonal targets and compare performance across multiple RMs under their supervision using the "Target vs Achievement" module. ZMs gain a bird’s-eye view of RSA Sales Reports, allowing them to identify trends, underperforming areas, and opportunities for improvement. Manage and evaluate dealer details and reports, reviewing sales and operational efficiencies, enabling informed decisions across zones.
Approve visit reports, ensuring compliance and alignment with broader zonal goals while addressing bottlenecks or escalations. Similar to RMs but at a broader scope, they handle product-related insights to align zonal objectives with market demands.
REGIONAL MANAGER
Operations Summary:
RM can set sales targets for their respective regions, monitor sales progress through detailed RSA Sales Reports, and analyze performance using metrics like YTD revenue and achievement rates. They oversee dealer details and reports, ensuring key performance indicators are met, while managing client relationships through targeted updates and feedback loops.
Generate and approve visit reports to track regional activities, meeting milestones, and resolving on-ground issues effectively. Access and analyze product performance, utilizing detailed product modules to refine offerings or client-specific strategies.
Managerial Roles
BUSINESS HEAD
Operations Summary:
Accesses a comprehensive dashboard to monitor key metrics, including revenue, policy sales, client performance, and dealer contributions. This allows for high-level strategic insights and real-time decision-making. Manages targets versus achievements for Business Development Managers (BDMs), assessing monthly and yearly performance across different regions and user segments.
Reviews detailed dealership analytics, including performance trends, compliance statuses, and sales distribution, for informed dealership strategies. Evaluates field reports from visits, ensuring accurate tracking of on-ground activities and approvals for visit-related outcomes.
Analyzes client performance and prospect onboarding to ensure efficient pipeline management and successful conversion rates. Reviews RSA sales reports for detailed breakdowns of revenue, achievement rates, and category-specific contributions.
Allocates sales and revenue targets by region or category, ensuring alignment with organizational goals and tracking against projections. Oversees the addition, editing, and viewing of client and prospect data to streamline onboarding and maintain client relationships.
BUSINESS DEVELOPMENT MANAGER
Operations Summary:
The manager accesses detailed sales reports, tracking metrics such as monthly revenue, year-to-date performance, and achievement against targets. Insights into individual dealer contributions are provided for informed decision-making.
Handles the addition, editing, and viewing of prospective client details. This involves capturing essential client information and streamlining the pipeline for potential deals.
Facilitates a seamless onboarding experience by managing and editing client data. The process includes reviewing analytics and dashboards to assess and ensure compliance and readiness for active engagement.
DEALERSHIP MANAGER
Operations Summary:
Dealership Managers handle dealership KYC updates, DSP details, and training statuses. They manage insurance data by updating, approving, and exporting policies and invoices. They also oversee wallet balances, raising cumulative invoices for policies sold, and validating payment details. With access to sales and product reports, they can analyze performance trends and view product brochures for pricing updates.
Additionally, they receive notifications on product activity, sales, and events, ensuring efficient communication. Through these responsibilities, Dealership Managers maintain operational excellence while driving dealership growth and compliance.
DEALER SALES PERSON
Operations Summary:
Dealer Sales Persons access their dashboards to track cumulative sales count and amounts, compare performance against targets, and view sales progress over time. They manage sales by adding data and creating sales categories (e.g., RSA, EW, AMC, P&D) based on granted permissions. Additionally, they handle certificates by reading, searching, exporting, and printing details for the latest sales. They can also access full certificate details and download invoices depending on client-specific access.
CLIENT COMPANY MANAGER
Operations Summary:
Handles certificate-related operations, including viewing, editing, and generating detailed certificates for clients and policies. Ensures compliance and accuracy in document management.
Manages user profiles across the system, including creating, editing, and assigning roles to ensure proper access and functionality for different user types.Maintains and reviews dealership details, tracking sales, policy activations, and compliance statuses. Provides approval for dealership-related requests.
RESPONSIBILITY
-
Extensive Design Planning
-
Deliverables
OVERVIEW
Europ Assistance India’s in-house RSA E-Portal currently facilitates policy registration and tracking for Roadside Assistance (RSA) clients and agents. To meet growing needs and enhance user experience, the system is being upgraded to E-Portal 2.0. This modernization will replace the legacy application with a modern framework, introducing advanced features, expanded options for clients and RSA agents, and a seamless, user-centric interface.
MEASURED SUCCESS
✅
A Scalable Foundation for Future Digital Innovation:
Eportal 2.0 was a two-year endeavor (May 2022 to April 2024) that involved designing and developing a dynamic dashboard. The project's success not only addressed immediate company needs but also served as a template for other initiatives, influencing the development of Travel Strategy & EzAuto 2.0.
The deployment of Eportal 2.0 demonstrated significant scalability and strategic impact. Its user-centric design received recognition from colleagues, enhancing the organization’s digital transformation strategy and setting a precedent for future digital products.
Understanding the Users
Handles the organization’s strategic and operational decision-making, ensuring the alignment of sales, client onboarding, and dealership operations with business goals
Takes care of client acquisition, onboarding, and sales performance analysis, ensuring alignment with business growth objectives.
Oversees dealership operations, managing KYC, sales, and product information while ensuring smooth collaboration with DSPs and clients.
Focuses on sales operations, managing sales data and certificates while monitoring performance targets.
Responsible for user management, dealership operations, and performance reporting to ensure smooth execution of client-side activities.
Takes care of regional sales operations, monitors performance, and ensures alignment with organizational targets at a national level.
Strategically manages multiple regions, aligning sales targets, performance metrics, and operational efficiency to achieve zonal objectives.
Oversees sales performance, dealer operations, and client relationships within a designated region to drive business growth.
Holds the highest level of authority, managing platform-wide configurations, user roles, dashboards, and define system accesses.
> Admin:
Responsible for managing core portal operations, including categories, products, clients, vehicles, and access rights, ensuring seamless functionality across the platform.
They focus on dealership, sales, and policy management, ensuring smooth operations through data handling and report generation.
DESIGN IN ACTION
Click below to interact with the prototype and experience the design in action. This will give you a sense of how users navigate through the application.
Business Roles File
Localized Roles
Platform Manager Roles
