Product Spotlight: Maximizing Efficiency with Xvoucher's Branch Feature

Imagine having the ability to delegate vouchers across your entire organization, from team leads to department heads, without losing control or visibility. Xvoucher’s Branch functionality gives customers the ability to create a multi-level customer structure to enable complex distribution and branch-level admin delegation. Branch admins (such as team leads, department heads, specific groups within your organization, etc.) are created by the customer and given access to the Branch portal on the Xvoucher platform, which gives them the ability to assign vouchers and track the candidate journey.

Customers can create a branch within the manage function on their portal. By setting up branches, customer admins can distribute learning products to an assigned admin, who will then have access to the Xvoucher platform with limited capabilities to distribute their assigned vouchers. The customer admin maintains control over the learning products and visibility down to the end user. 

If your organization has multiple departments with various department heads, using the branch feature will allow you to delegate learning products to each head. This feature enables the heads of those departments to manage their own learning products while keeping the entire organization’s learning budget under control and viewable from the customer dashboard.

Key Benefits:

• Efficient Distribution and Recall: Distribute vouchers to and recall vouchers from your branch admins 
• Tracking: Track items extensively, all the way to the end user.
• Flexible Organizational Structure: Create multiple branches under a parent branch, allowing for a flexible and scalable organizational structure.
• Insightful Management: Gain insight into different departmental uses and manage your entire organization’s learning budget from a single dashboard.
• Controlled Access: Branch Admins will only be able to see and distribute the products that they were assigned.
• Delegation Authority: Branch Admins can also create branches under their account, decentralizing administrative tasks.

Example:

A customer currently uses the Xvoucher platform to distribute learning products to their employees. With over 20 different departments, all department heads used to email Linda, the Account Administrator, asking to assign a voucher each time they wanted an employee to receive an exam voucher. With the use of Branches, Linda can now create a branch and make Jerry, the head of the Design Department, the Branch Administrator. Jerry receives an email notifying him that he has been assigned 50 exam vouchers. He logs into the Xvoucher platform, where he can distribute exam vouchers, as needed, without contacting his account administrator. Linda maintains the ability to track the vouchers and recall any unused vouchers if they are no longer needed by Jerry or if they need to be allocated to a different department.

Use Cases:

• Global Distribution: A consultancy firm purchases vouchers centrally and then uses branches to distribute to other global entities. They buy vouchers at the main office and distribute them to different geographical locations to manage and assign as needed.
• Team-Based Distribution: Another global company has different teams that use branches to distribute vouchers. Their Finance department buys what the group needs and assigns a number of vouchers to the requesters. The group then distributes the vouchers to employees as needed, without worrying about the purchase process, contracts, or payments.