Bringing Digital Transformation With Online Sales and Cash Reporting Platform
This platform manages and Reconciles daily sales of nearly $1,000,000 across 80+ cultural attractions in the USA
Project Overview
Our client has a reputation for providing the most premium and finest hospitality services at various cultural venues throughout the United States. They came to us looking for a solution to manage their extensive cash reconciliation system. Error reduction and improved operational efficiency were the objectives. We chose to implement an automated reconciliation process to redesign and streamline their cash management system after evaluating the system and determining the challenges.
Period:
12 months
Client location
USA
Business Model:
Dedicated team
Project Type:
Agile Project
Services Used
User Experience Design
User Interface Design
Web App Development
Quality Analysis
Data Protection
Technologies Used
Angular
C#
The Problem
A large-scale business with operations spread across several retail locations, like our client, cannot afford to rely on manual cash flow management in this digital age. Relying on cashiers to regularly deposit sizable sums of money into the bank can be quite laborious and cause mistakes.
The management of cash inflow and outflow across all of our client’s sites was the main issue. The vastness of their operations across several departments needed a solution that was well structured and would create opportunities for a smooth transition.
The best course of action at this point seemed to be to completely digitize their cash reconciliation system using cutting-edge technology. Our client came to us looking for a solution to revamp their online sales and cash reporting platform. The goal was to gain operational efficiencies.
What Impact we wanted to Make
We wanted to deliver an automated cash reconciliation system that offered operational excellence, enhanced cash-flow handling security, and time savings.
Our Approach
We believe that solving a problem depends on how well you understand the client’s business, its operations, and the barriers to operational efficiency. We identified every weakness in the existing management system and transformed the way it was structured. Our ultimate aim was to create a management system for our client that was easily functional and assisted authorities to achieve the desired business growth while simplifying every operation related to cash flow management.
01
Ideating the concept
Our UX Designers started with the idea of designing an application that eases the operational workload and simplifies the main requirements. We carefully planned the design of the online cash reconciliation platform that would help our client fulfill their objectives. Now we have an app that can support internal competencies and assess the financial health of the client, which is fundamental in monitoring and executing their business strategy and offers a smooth user experience.
02
User Experience Design and User Interface Design
An early deployment strategy and focus on constant improvement were crucial for a holistic approach to the solution. As soon as the idea matured, we entered the development phase. Developing a working prototype is pivotal for validating each assumption and functionality. By keeping the client in the loop throughout the process, we were able to use feedback and suggestions to prevent deviations, eliminate gaps and rectify glitches as quickly as possible. We subsequently integrated an ERP system to further simplify the processes.
03
Web App Development
The quality analysis phase is climacteric in ensuring that the final product is free of errors and interruptions. Our key principles compel us to deliver apps and web applications that are glitch-free. Therefore, we ran numerous quality checks to fix the flaws and mitigate the chances of a user having a bad experience. These automated and advanced Online Sales & Cash Reporting Platforms require a robust testing environment that we successfully created before carefully deciding the release criteria.
04
Quality Checks
Conclusion
Tech Exactly offered improved operational excellence, customization options, and increased cash flow security by replacing the legacy model and undergoing a full digital transformation of the online sales and cash reporting platform.
We revamped a system that was designed 15 years ago. An old technology stack can’t meet the needs of a modern-age UX, hence removing the legacy system was crucial to boosting operational gains.
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