Helping the USA's Leading Housing Consultant Company Overcome Operational Challenges

Introduction:

US Housing Consultants is a national company that provides modern compliance and planning solutions to the affordable housing industry. They are a national multi-family housing consulting company specializing in HUD and Tax Credit compliance.

Requirements:

The client basically required a portal to overcome the operation challenges of the organization. For that, they approached us with the following requirements:

• A portal to provide streamlined customer support and handle customers' queries and issues through a ticketing system.

• Management of all assets in the portal.

• List and details of assets related to the customer.

• Import of salesforce reports given by the client into their portal.

• Support for Compliance Monthly Report in the portal.

• Support for filter by month, year, and assets in the report.

• Support for printing of the report right from within the portal.

Solutions:

• For Case Management - We provided them our default case management module for the ticketing system.

• Asset Management - We provided the custom object support in the portal.

• Support for Reports - We customized our portal to provide support for the Salesforce reports they wanted for their portal.

• Fiter and Download Options - We also provided the functionality of asset-wise filter of reports and download of reports as PDFs.

• Compliance Monthly Report - We customized our portal to provide access to the compliance monthly report to our client’s users. We also provided the feature of filter of reports month-wise, year-wise, and asset-wise and print functionality as well.

Results:

• With management of customers’ cases with the ticket system, the client has been able to enhance the ticket support system.

• They also have been able to manage assets and reports more efficiently with support for custom objects and support for required Salesforce reports.

• The portal also empowered them to stay on top of assets and reports by decluttering assets and reports through filters and view only what they want.