Blue Board

image
image
image
image
image
image
image
image
image

Highlights

Blue Board es una plataforma de Telcel diseñada para gestionar y difundir información sobre ofertas comerciales en tiempo real, dirigida a Distribuidores y Asesores de Servicio a Clientes. Inicialmente, la estructura de Blue Board se basaba en un sistema de permisos rígido, lo que limitaba la productividad al determinar las acciones que podían realizar los usuarios. Lataval propuso e implementó el desarrollo de nuevos módulos de perfiles, permisos y opciones de menú para aumentar la autonomía de los usuarios, mejorar la flexibilidad, así como el control y seguimiento de la plataforma.

image

The Challenge

A business user such as a manager or regional administrator couldn't create a new user or profile independently; they had to rely on Technical Support to modify the database information and also the hardcoded Java code. The need to incorporate new channels, such as web access, and additional features raised concerns that the platform might become complex and difficult to maintain.

It became essential to implement modules within the platform to manage profiles, permissions, and menu options. These modules needed to be designed flexibly to accommodate the addition of new access channels, different types of users, additional profiles, and updated permissions. This would not only increase users' autonomy in managing the platform but also reduce dependence on Technical Support.

image

The solution

We carried out the implementation of a Profiles and Permissions system, which gives the user a more flexible and scalable management of users and their capabilities within the portal. This allows users to manage profiles within the portal and assign them permissions, storing them in the database, increasing the portal's flexibility since it will no longer be necessary to change the code to modify permissions.

The assigned permissions have many effects on the user experience, these range from controlling the rendering of certain buttons to directly denying access to specific windows in the web portal by showing the user a message telling them they don’t have permission to access the window. The permissions can also impact what options the user have for some specific windows particularly when generating news and reports.

Additionally, a menu was generated where users with the corresponding permission can consult and edit the information of all registered users within the portal, as well as create new users or delete existing ones. This eliminated the dependence on the technical team for user administration.

Finally, we unified the permission management for Distributors and Customer Service Agents by mapping the customer service agents’ profiles to existing profiles within Blue Board with already existing permissions, this way getting rid of more hardcoded permissions for users using customer service agents accounts.

image

The Result

Greater Flexibility and Optimized Scalability: The creation of a module based on Profiles and Permissions allowed for more flexible and scalable user management and capabilities. This facilitated the incorporation of new user types and the addition of functionalities without the need to modify the base code.

User Self-Management: Users will be able to manage their own profiles and permissions, reducing dependence on the technical support team for minor adjustments. This leads to a decrease in support reports and improves user satisfaction.

Enhanced Control and Monitoring: The new system allowed for more detailed tracking of actions performed by users, facilitating the generation of logs and activity monitoring. This is valuable for audits and early detection of issues.