Skip to Main Content
Procare Solutions Internal Ideas Portal
Workspace Data Platform
Categories Power BI Report
Created by Anastasia Goggins
Created on Nov 28, 2023

Create Brightwheel battlecard

Marketing made this Battlecard for SWC: https://procaresoftwarellc.sharepoint.com/:p:/r/sites/Marketing/New%20Brand%20Document%20Libary/Competitive%20Intelligence/Brightwheel%20Intel%20-%20Product,%20Videos,%20Publications%20%26%20Assets/Competitive%20Battlecards/PC_SWC_Brightwheel%20Battlecard_Oct23.pptx?d=wef33577ebe164ee6a9b2236df9ffc78c&csf=1&web=1&e=GmkNd0


Here are the things we'd want to see in PBI:

  • TE 1st part processor, BW uses Stripe: Display customer's TE rates

  • Leads: Show MyProcare usage for DT, and Leads for OL

  • Infant activity dashboard: Display customer's usage in FE/OL

  • Geofence/GPS checkin: Display parent's usage in FE/OL

  • BW bills customers based on attendance/fixed-rate: Display customer's attendance/enrollment data

  • BW can't allow payers to pay in advance or larger than posted balance: Can we see how often this happens in DT/FE/OL?

  • BW bills each child as a separate transaction, equaling more fees: Display attendance/enrollment data

  • BW does not have integrations with QB and Checkr, they do have curriculum but it's cheaper through Procare: Display customer's usage on all 3

  • BW offers limited support: Show Support stats (how many calls/avg length, chats, emails)

Would also be nice to display customer's SW fees just so this report is a one-stop shop for AM.

Summary of Request/Idea Create a report specific to BW and the things they're using in PC that BW doesn't have
Department of Request Account Management
Priority of Request 2 - Lower Priority
  • Attach files