Custom Benefit Services (CBS) has built a business helping companies provide retirement options for commission-only sales teams (1099). CBS requested a web application to move their business from 100’s of spreadsheets once on a desktop to an integrated business application.
As part of the development team for the application (called the Production Incentive Program Administrative Assistant) I was responsible for development, user-interface design, debugging and testing.
Key highlights of my contributions included:
- Developed the initial user-interface mock ups for most aspects of the application. Assisted other developers in tweaking their user-interfaces to best adhere to the design principles.
- Developed the Vesting module that reports individual vesting on a real-time basis.
- Developed in conjunction with other developers several new incentive plan types with the system.
- Developed the Arbitrary Units module, which allowed the admin to define arbitrary plan units such as Dollars, Euro, Cars, Widgets, etc for the teared bonus plans.
- I was the lead quality assurance engineer, making sure all functionality, reports and screens functioned to the clients specifications.
Incentive Plan Editing Screen
Administrators can implement several different plan types with this highly configurable plan editing screen. Option include pure bonus plans, plans based on a percentage, plans based on a tiered production and more.
Contribution Screen
The contribution screen was designed to be a fast data-entry screen for administrators. The screen supports Excel style data entry which is immediately saved via Ajax to the database. Billing summaries are also available for the given time period.