Step 1. Discover.
Read the compensation plan the way the engine reads it. Interview the people who answer the field’s questions. Inventory what the platform already provides and where members, leaders, and staff get stuck.
Approach
How the work is done.
Back-office work fails when the rules are assumed instead of verified, or when a beautiful interface shows a number no one can trace. The approach below exists to prevent both.
The six steps
Step 2. Map the logic.
Write down the rules: periods, volumes, qualifications, trees, statuses, and the exceptions everyone knows and no one has documented. Confirm them against real engine output before a single screen is designed.
Step 3. Design for the audience.
A member needs one clear next action. A leader needs to know who to reach today. An executive needs the company story in one view, through secure, role-appropriate views outside the administrative back office. Each gets its own design, all from the same trusted data.
Step 4. Build under direct control.
Requirements, business rules, access, testing, approvals, and release decisions remain under Matt’s direction from start to finish. Critical outputs are validated against the source system before release.
Step 5. Reconcile before release.
Critical compensation and qualification figures are validated against source-system output before release. If a value cannot be verified, it is labeled, not guessed.
Step 6. Monitor, alert, and improve.
AI-powered monitoring watches synchronization, scheduled processes, data drift, and system health. If anything moves outside expected parameters, Matt is alerted. Privacy-conscious usage metrics show which tools are being used, where users get stuck, and what should be refined next.
Principles
- Explain why a number is what it is.
- One clear action per screen.
- Ledger for dollars, live data for progress.
- If it cannot be verified, it is labeled, not guessed.
- Build for how the field actually thinks.
Let’s look at your back office.
A consultation is a working conversation about your plan, your platform, and what your field and your team need next. No pitch deck.