FINANCIAL SERVICES

The Brief

Provide mobile sales managers and the executive team with visibility of sales activity, and insight to enhance performance.

INCREASED EFFICIENCY

With multiple manual reports, and no single version of the truth, the goal was to bring all key information together in one place, and free up time.

STAFF DEVELOPMENT

Developing new recruits is a key management focus.  More face time, and a single view of performance equals greater efficiency.

SALES PERFORMANCE

Having a common and shared view on performance, allows for greater clarity on the strengths and weaknesses of the sales team.

Understanding the business problem

Research and interviews, alongside using basic prototyping to help everyone define the problem to be solved. End result is an agreed problem definition statement.

Prioritising focus and effort

Everyone wants a solution to do everything…now. Using principles of minimal viable product (MVP), we can help you prioritise on the features that matter the most.

The business case for change

Building a business case is often required to gain executive support and funding. Building a water tight business case means that all of the parameters are understood.

Hands on experiences

Nothing helps people to understand a solution better than a working prototype that allows for interaction and feedback.

Supporting current business systems

Feasibility is the vital ingredient to most complex products. The most elegant and obvious solution needs to be able to integrate and support current technology infrastructure and processes.

Services

By applying the principles and practices of design to understand user needs, technology capability and the business case, we help clients make better decisions.

Business Design 0
Experience Design 0
Product Design 0
Agile Build 0
Partner Support 0

The Process

Through Business and Product Design, Alive helps clients explore new possibilities in very tangible ways, that are customer-centric, holistic, collaborative and innovative.

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Understand

User interviews, Day in the Life Of and business case fundamentals

Design

Experience design, feature prioritisation and solution architecture

Product Development

Feature roadmap, backlog and user feedback

Solution Architecture

Platform analysis, integration, security and user preferences

“ I can start using the application tomorrow.
It enables us to think about our business strategically and look professional and credible. Also, the solution will be great for new Sales Leaders and to help them diagnose problems with data.”

State Sales Manager