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Period: 12 months
Client location: USA
Business model: Dedicated team
Type: Agile Project
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.
We wanted to deliver an automated cash reconciliation system that offered operational excellence, enhanced cash-flow handling security, and time savings.
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.
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.
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.
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.
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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