Scoping out Two Integrations for Scalable Customer Use as Interim PMs for Rotageek

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The Client: Rotageek

Your go-to Rotations and Schedule Management tool

Rotageek was founded in 2009 by two medical doctors and a tech guru who wanted to make the rotations and schedule of an Accidents & Emergency Department fair, flexible, and simply better.

A step into retail and a few years later saw the company evolve into an award-winning, best-in-class employee scheduling solution that has re-invented how rosters are done.

Rotageek has raised over 16M GBP in eight funding rounds (Crunchbase). O2, NHS, Ralph Trustees, Lush, and Sephora are among the big names that rely on Rotageek solutions to maintain their teams' performance and schedules at their best.

The Mission: Interim Product Manager

We joined Rotageek as Interim PMs to support the Integrations, Reporting & Forecasting team. The Integrations, Reporting & Forecasting team is responsible for the third-party integrations with Rotageek & the Reporting suite of the product.

The team had a Tech Lead, several developers, and limited UX Research capacities. A Product Management role was already vacant for a few weeks when Product People came in as interim support. Our goal became to solidify this part of the business and provide the necessary support.

Our Main Quest

Explore and Conquer: Solved for the Client

We identified some problems within Rotageek and worked on improving them through:

  • Bridging communication gaps between the different internal teams: Customer Success, Sales, Product, and Engineering.
  • Improving communication channels with Rotageek’s customers and enabling the development of a long-term integration strategy.
  • Providing customer insights to Engineering to empower the development of sustainable integration solutions, and ensuring that the solutions are customer-focused.

Initiative 1: Extending SFTP Payroll Integration

Problem:

In the integrations landscape at Rotageek, support for payroll systems was a major need for customers. So, we needed to discover and deliver a long-term sustainable technology to support multiple SFTP payroll systems.

What has been done:

When our interim Product Managers were discovering & designing an integration with a Payroll partner, we supported Rotageek by discovering the opportunity to create a scalable SFTP Payroll Integration.

We started by speaking to various customers and mapping out their exact requirements. This enabled the team to design and develop a user-friendly interface and functions that covered a generalized use case.

The main requirement of the platform was to be able to trigger payroll for a custom pay period cadence, address any discrepancies before triggering payroll, and give users the opportunity to amend any incorrect or missing data before the export is triggered. This ensures that the most up-to-date data is sent to Payroll, reducing discrepancies and preventing unnecessary errors.

The implementation of a scalable SFTP Payroll platform has enabled Rotageek to provide an efficient, reliable, and convenient solution for customers to integrate with their desired payroll system. In addition, the design of this solution makes it easier to incorporate additional payroll providers in the future, enabling Rotageek’s integration team to quickly expand its services and reach a wider customer base.

Rotageek's Integration Partners

Initiative 2: Laying out the groundwork for the clock-in / clock-out Integrations

Problem:

Another highly valued feature in the integrations landscape for Rotageek is Time & Attendance (T&A) systems. The product had a manual report-based solution that only addressed one provider. With multiple customers in the pipeline expecting a real-time data transfer and easy integration with their chosen provider, we needed to work fast to discover and deliver a long-term solution for Rotageek.

What has been done:

After careful analysis of T&A providers and the domain, our interim Product Managers concluded that the most beneficial long-term solution for this kind of integration would be building out the scaffolding for Webhooks to standardize this type of integration and reuse it for multiple providers.

The process began with an exploration of the available APIs leading T&A providers. It was important for us to understand the architecture of each provider in order to develop an integration that would be effective and robust.

Once the exploration phase was complete, the team began designing & developing the integration platform. A system that would utilize Webhooks to ingest T&A data from multiple providers was designed, allowing customers to utilize the most up-to-date T&A information and make informed decisions.

Mission Achievements: Delivered Outcomes

💡 Collaborated with different teams such as UX, Customer Success, Sales & Engineering to scope out two integrations that are designed for scalable customer use.
💡 Mapped out the as-is communication processes between different internal teams, and identified areas of improvement.
💡 Aligned with the product teams and internal stakeholders to create a prioritized roadmap for upcoming quarters.
💡 Documented future opportunity assessments for the Integrations & Reporting domain.

In the Client's Own Words

Space Crew of this Mission

VP/Director/Head of Product
Associate Management Consultant

For Clients: When to Hire Us

You can hire us as an Interim/Freelance Product Manager or Product Owner

It takes, on average, three to nine months to find the right Product Manager to hire as a full-time employee. In the meantime, someone needs to fill in the void: drive cross-functional initiatives, decide what is worth building, and help the development team deliver the best outcomes.
If you're looking for a great Product Manager / Product Owner to join your team ASAP, Product People is a good plug-and-play solution to bridge the gap.