{"id":274,"date":"2021-05-25T09:48:05","date_gmt":"2021-05-25T09:48:05","guid":{"rendered":"https:\/\/w.indiaondesk.com\/crmjetty\/?post_type=case_studies&p=274"},"modified":"2021-09-30T11:06:49","modified_gmt":"2021-09-30T05:36:49","slug":"helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges","status":"publish","type":"case_studies","link":"https:\/\/w.indiaondesk.com\/crmjetty\/casestudy\/helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges\/","title":{"rendered":"Helping the USA’s Leading Housing Consultant Company Overcome Operational Challenges"},"content":{"rendered":"
    \n
  1. \n

    Introduction:<\/h2>\n

    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.<\/p>\n<\/li>\n

  2. \n

    Requirements:<\/h2>\n

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

      \n
    • \n

      A portal to provide streamlined customer support and handle customers’ queries and issues through a ticketing system.<\/p>\n<\/li>\n

    • \n

      Management of all assets in the portal.<\/p>\n<\/li>\n

    • \n

      List and details of assets related to the customer.<\/p>\n<\/li>\n

    • \n

      Import of salesforce reports given by the client into their portal.<\/p>\n<\/li>\n

    • \n

      Support for Compliance Monthly Report in the portal.<\/p>\n<\/li>\n

    • \n

      Support for filter by month, year, and assets in the report.<\/p>\n<\/li>\n

    • \n

      Support for printing of the report right from within the portal.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n

    • \n

      Solutions:<\/h2>\n
        \n
      • \n

        For Case Management – We provided them our default case management module for the ticketing system.<\/p>\n<\/li>\n

      • \n

        Asset Management – We provided the custom object support in the portal.<\/p>\n<\/li>\n

      • \n

        Support for Reports – We customized our portal to provide support for the Salesforce reports they wanted for their portal.<\/p>\n<\/li>\n

      • \n

        Fiter and Download Options – We also provided the functionality of asset-wise filter of reports and download of reports as PDFs.<\/p>\n<\/li>\n

      • \n

        Compliance Monthly Report – We customized our portal to provide access to the compliance monthly report to our client\u2019s users. We also provided the feature of filter of reports month-wise, year-wise, and asset-wise and print functionality as well.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n

      • \n

        Results:<\/h2>\n
          \n
        • \n

          With management of customers\u2019 cases with the ticket system, the client has been able to enhance the ticket support system.<\/p>\n<\/li>\n

        • \n

          They also have been able to manage assets and reports more efficiently with support for custom objects and support for required Salesforce reports.<\/p>\n<\/li>\n

        • \n

          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.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

          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.<\/p>\n","protected":false},"featured_media":275,"template":"","class_list":["post-274","case_studies","type-case_studies","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\nHelping the USA's Leading Housing Consultant Company Overcome Operational Challenges<\/title>\n<meta name=\"description\" content=\"CRMJetty\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Helping the USA's Leading Housing Consultant Company Overcome Operational Challenges\" \/>\n<meta property=\"og:description\" content=\"CRMJetty\" \/>\n<meta property=\"og:url\" content=\"https:\/\/w.indiaondesk.com\/crmjetty\/casestudy\/helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges\/\" \/>\n<meta property=\"og:site_name\" content=\"CRMJetty\" \/>\n<meta property=\"article:modified_time\" content=\"2021-09-30T05:36:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/w.indiaondesk.com\/crmjetty\/wp-content\/uploads\/2021\/05\/HousingConsultants.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"779\" \/>\n\t<meta property=\"og:image:height\" content=\"381\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"2 minutes\">\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/w.indiaondesk.com\/crmjetty\/#website\",\"url\":\"https:\/\/w.indiaondesk.com\/crmjetty\/\",\"name\":\"CRMJetty\",\"description\":\"Just another WordPress site\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":\"https:\/\/w.indiaondesk.com\/crmjetty\/?s={search_term_string}\",\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/w.indiaondesk.com\/crmjetty\/casestudy\/helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/w.indiaondesk.com\/crmjetty\/wp-content\/uploads\/2021\/05\/HousingConsultants.jpg\",\"contentUrl\":\"https:\/\/w.indiaondesk.com\/crmjetty\/wp-content\/uploads\/2021\/05\/HousingConsultants.jpg\",\"width\":779,\"height\":381},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/w.indiaondesk.com\/crmjetty\/casestudy\/helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges\/#webpage\",\"url\":\"https:\/\/w.indiaondesk.com\/crmjetty\/casestudy\/helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges\/\",\"name\":\"Helping the USA's Leading Housing Consultant Company Overcome Operational Challenges\",\"isPartOf\":{\"@id\":\"https:\/\/w.indiaondesk.com\/crmjetty\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/w.indiaondesk.com\/crmjetty\/casestudy\/helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges\/#primaryimage\"},\"datePublished\":\"2021-05-25T09:48:05+00:00\",\"dateModified\":\"2021-09-30T05:36:49+00:00\",\"description\":\"CRMJetty\",\"breadcrumb\":{\"@id\":\"https:\/\/w.indiaondesk.com\/crmjetty\/casestudy\/helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/w.indiaondesk.com\/crmjetty\/casestudy\/helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/w.indiaondesk.com\/crmjetty\/casestudy\/helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"item\":{\"@type\":\"WebPage\",\"@id\":\"https:\/\/w.indiaondesk.com\/crmjetty\/\",\"url\":\"https:\/\/w.indiaondesk.com\/crmjetty\/\",\"name\":\"Home\"}},{\"@type\":\"ListItem\",\"position\":2,\"item\":{\"@id\":\"https:\/\/w.indiaondesk.com\/crmjetty\/casestudy\/helping-the-usas-leading-housing-consultant-company-overcome-operational-challenges\/#webpage\"}}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","_links":{"self":[{"href":"https:\/\/w.indiaondesk.com\/crmjetty\/wp-json\/wp\/v2\/case_studies\/274","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/w.indiaondesk.com\/crmjetty\/wp-json\/wp\/v2\/case_studies"}],"about":[{"href":"https:\/\/w.indiaondesk.com\/crmjetty\/wp-json\/wp\/v2\/types\/case_studies"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/w.indiaondesk.com\/crmjetty\/wp-json\/wp\/v2\/media\/275"}],"wp:attachment":[{"href":"https:\/\/w.indiaondesk.com\/crmjetty\/wp-json\/wp\/v2\/media?parent=274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}