The document describes a client case study of integrating a performance management platform with Microsoft Teams. Key points: - The client is a Singapore-based company that uses analytics, AI and behavioral science to help enterprises improve employee and organizational performance. - The project involved integrating the client's platform, which uses KPIs and data analysis to track performance, with Microsoft Teams for improved accessibility and collaboration. - Team Perfomatix developed a solution that implemented single sign-on, allowed viewing dashboards and notifications in Teams, and ensured security, scalability and minimal platform dependency.

1. Performance
Management
System
Client Case Study

2. About the Client:
The Singapore based next-generation
performance management systems company,
they use augmented analytics, AI and behavior
science to engage, enable and empower
enterprises and employees to their aspirational
future performance.
The platform is based on institutionalizing the
alignment of strategic, operational and people
targets using an intelligent ‘goal alignment’
framework.

3. The platform aids people to translate
information to insight that enables them to take
the right actions, at the right time, collaborating
with the right teams, with the right skills and in
the right place.
The platform uses augmented analytics and
behavior science, to enhance performance,
leading to personal growth and organizational
success.

4. About the Project:
A Key Performance Indicator (KPI) is a
measurable value that demonstrates how
effectively a company is achieving key business
objectives.
Organizations use KPIs at multiple levels to
evaluate their success at reaching targets.
High-level KPIs may focus on the overall
performance of the business, while low-level
KPIs may focus on processes in departments
such as sales, marketing, HR, support and
others.

5. Key Performance Indicator Software Platforms
offer a focused approach to develop, manage
and evaluate businesses using KPI data.
Conventional data entry models using
spreadsheets and manual reviewing processes
often lead to errors in analyzing actual
performance.
This platform offers a system based on
intelligent data entry models and data analysis
tools.

6. The greater accuracy and faster data collection
model in a KPI software generates alerts
underperforming and it can generate analysis
reports with actionable insights for performance
boosting.
Businesses can customize their KPI software
platform outcomes by focusing on their specific
needs like revenue generation, products sold or
integrating the software for a better business
strategy and overall employee well-being.

7. Microsoft Teams improves employee
communication, productivity, and teamwork by
integrating all forms of collaboration into one
single user interface – this includes, chats,
documents, shared files, meetings, etc.
It even allows team members to communicate
with popular features like emoticons and GIFs.
Integrating this platform with Microsoft Teams
enables a better performance management
system for users.

8. Strategy Map
Performance Programs
Objective Key Results
Key Performance Indicator
3600 Feedback
Employee Scorecards
Ratings and Calibration
Employee Hub
Announcements
Check In, Call In, Meet In & Coach in
Task Management
Dashboards
Insights and Nudges
Missions
This platform needed MS teams integration to
enhance the following features of it;

9. Challenges:
Integrating data in this platform with Microsoft
Teams will enable better accessibility for users.
As most teams are now working remotely,
Microsoft teams have been getting adopted at a
much faster rate in organizations.
This platform needed to integrate both MS
Teams and their KPI analytics software platform
at a single place with the help of Team
Perfomatix.

10. Scalability
While integrating MS Teams and existing
Performance Analytics platforms, we were able
to successfully handle the challenges that came
with it.
The various challenges are listed below;
The application has to be internet scalable, out
of the box is horizontally scalable. With minimal
to no usage disruption the platform can
horizontally scale.

11. Highly decoupled architecture and
support for multi-tenancy
The highly decoupled nature of the application
allows easy switching of products without major
rewriting.
The application environment supports multi-
tenancy. We also have multiple environments in
different locations of the world.
The Node.JS application needs to map requests
to the appropriate environment as well and
hence support the multi-tenancy architecture of
the client’s applications.

12. Minimum Platform dependency
Future proof
There should be a very easy method of
configuration and deployment for each customer
of the client which subscribes to MS Teams
integration.
It is very important to reduce the platform
dependency, to allow easy portability to any
cloud of on-premise/cloud infrastructure in the
future.
The design of the platform has to be keeping in
mind the future roadmap and user requirements.

13. Open Source
All the products/services used in the platform
are either open source or pay as you go. This
will minimize the running cost and maintenance
of the platform.

14. Implementation:
Login- SSO Integration
Data integration between two platforms requires
a fool-proof approach from user login to security
features of the integrated application.
We were able to cover the different aspects of
this platform integration with attention to detail.
The different features of the integrated platform
was implemented as listed below:
Ability of the user to login using platform
credentials into MS Team tab application using
Single sign-on (SSO) integration.

15. Dashboard
User / Roles Accessibility
Seamless login from MS teams login to the
application, MS Team and the platform will be
integrated to same SSO.
Capability for the user to view the platform
dashboard by clicking the links pointing to app
dashboard in the MS teams Chat / Channel.
All KPISoft’s customer employees who have
access to KPISoft application should be
considered under the user/roles accessibility.

16. Notifications and Insights
Notification-Chatbot Integration
It is assumed that the Customer has subscribed
to MS Teams integration as part of the
contractual scope with the client.
Application driven push notifications (Things to
Know & Things to Do cards) and Insights cards
should be delivered to relevant user in Teams
Chat or a Team Channel by consuming the API
from NodeJS middleware.
- Notifications will be displayed as rich chatbot
messages.

17. - Show client notifications in the MS TEAMS
chat box window.
- Notifications can be text messages or card
type messages like Insight Cards and Things to
Know and also supports image (High charts),
Embedded images, text and simple HTML
controls as predefined based on MS capabilities.
- Card type notifications such as youtube links,
files to be included.
- Notification supports link based attachment.
Ability to download the attachments from the link
if the file is available to be downloaded from the
browser.

18. Static contents
- Single/Multiple link buttons can be integrated in
the message cards.
- Notifications will be deep linked to the tab app.
Static descriptions will be displayed for the
following pages.
The content and formatting of the below pages
will be provided by the client and the content will
be displayed as it is in the current version.

19. Teams Tab App
Messages
- Users should be able to add the client
application bot into a chosen chat or channel in
MS Teams.
- Users should be able to seamlessly access
and use the application in the Teams Tab once
the user adds the application into the tab.
- Ability to view messages in the chat screen.
- Type in and send a message.
- The middleware will consume the data from
API and render insight snapshots required for
notification.

20. Security
- All the Components developed for MS Teams
integration has to be with enterprise grade cloud
/ on premise security with application security,
infrastructure security, data (at rest and in
transit) security and network security.
- All the application infrastructure (app servers,
DB, etc) will be within private VPS and access
control restricted via platforms access privileges
of the Cloud/On premise.

21. - All communications will be via secure
communication using HTTPS / SSL. Between
NodeJS and the client platforms in an
environment, the API calls should be secured
with (at least) Basic Authentication. For different
client app environments, different Basic
authentication credentials will be used.
- If required API gateways can be used for
additional fine-grained controls.

22. The Solution:
Configuration data of NodeJS applications
can be stored in MongoDB.
The Node.JS middleware component should
be seamlessly scalable, aligning to the client
app application scalability and concurrent
active users.
All communications will be via https.
After analyzing the requirements, Team
Perfomatix derived a high-functioning solution
for the integration of the client platform in
MSTeams:

23. All the application infrastructure (app
servers, db etc) will be within private VPS
and access control restricted via platforms
access privileges of the hosted cloud.
REST API endpoints are secured using
SSO.
If required API gateways can be used for
additional fine-grained controls.
In addition, penetration testing can be
performed by our internal QA team, or we
can engage 3rd party vendors for
certifications if any is required.

24. Solution Architecture:
KPI SOFTWARE

25. Technology Stack Used:
Module
Recommended
Technology Stack
Backend NodeJS
Database MongoDB

26. Looking for a similar
application?
Drop us an email to setup a meeting with our
development team:
sales@perfomatix.com
Or, you can fill our contact form:
https://www.perfomatix.com/contact-us/

27. Thank you