InSync Updates

Current client system and the proposed umbrella system for multi-organisation client access.

Current System

Organisation: ACME

Each button represents a table cell with a link. The current system shows one organisation per login.

The orange boxes will only show with client privileges. These links are currently in the main menu.

Proposed Umbrella System

Umbrella: CAB Group
[ CAB Gateshead ]
[ CAB Sunderland ]
[ CAB Newcastle ]

Each row shows an organisation within the umbrella. Each button is a link to the relevant section.

The orange boxes will only show with client privileges.

Go to Comparative Analysis
Database Changes
Pivot Table Example:
umbrella_organisation_pivot
-------------------------------
id
umbrella_id
organisation_id

This allows an organisation to be linked to multiple umbrellas if required in future.

Process Flow
Admin Page Changes
Business Impact
By the same token I think eventually we should probably have a dashboard section that shows response rate, trend and change. Will help users think about comms strategy and engagement. Could build in to this section some useful AI tips for increasing engagement when low thresholds are hit (eg spacing out emails; feeding back results; arranged meetings to discuss findings, etc) - will add to list doc