Our portfolio contains a small selection of our work, categorized by project type.
Social app concept validation
Fortune 100 electronics firm
We partnered with the client to develop and validate a new social app concept using our customer development frameworks. The project included customer development workshops, clickable mockups, user interview recruitment and facilitation, and development of a test landing page and AdWords concept.
Reduced time to market by 55%
- Early segment pivot based on feedback from mockups
- Derived insights from 300+ user interactions
Banking application strategy
Fortune 500 financial services firm
We partnered with the client’s product team to develop and test a new mobile banking product concept targeting millenials. We developed a product concept, a prototype, and performed user testing and validation.
“Best money I’ve spent…”
- Led to winning new business for the client
- Got product team excited with focus on the customer
Financial underwriting application
Energy financier
We developed a custom application to control the underwriting review and approval process. The application is integrated with Box for side-by-side and includes a process-based wizard, with dynamic screens based on stage and deal type.
Needed an app, not a database
- Push instead of pull when action required
- Usable UI for 1500+ field schema
- Fast updates for changes in process
Packaged app for installers
Solar finance firm
We identified client partners, used rapid prototyping to get early feedback, completed a quantitative and qualitative findings assessment, and developed a “core loop” MVP before launching the managed package application for Salesforce-based installers.
Quick launch and user driven iteration
- Co-created app with first user and had MVP in 3 weeks
- Released package iteratively making sure there was no delay on having the latest features
Lease origination portal
Solar lease finance startup
After adoption failure with a package implementation of an origination portal, we created a bespoke solution focused on the needs of the users.
User-centric design makes for good IT
- Created end to end lifecycle of lease management in a self-serve salesforce.com portal
- Prototypes, User Observations, and a Customer Advisory Board converted nay-sayers into users and advocates
CPQ application
Energy storage sales
We built a guided selling and CPQ application, enabling management of configuration dependencies and kitting based on lead source and customer needs. A managed interview process guides the sale, with inline error prompts for incorrect configurations.
“Significantly improved our sales process”
- Accelerated inside sales rep onboarding time from 2 weeks to 2 days
- Reduced errors of incorrect equipment
Activity logging component
Medical device manufacturer
The Salesforce schema didn’t match sales rep vernacular, creating lack of compliance and reporting challenges on activities. We implemented an Activities override to simplify activity logging to match the client’s process.
Intuitive activity logging
- Simplification of UX improved adoption (225% in 9 months) and reporting
- Front end is normalized, back end saved to correct task or event object
AI/NLP for case disposition
High tech mobile advertiser
NLP and image recognition were implemented for auto-disposition of cases, identifying bad images and gibberish text (multi-lingual) attached to case submission.
Bypass agents with AI
- Reduced 700+ cases per day with bad images
- Removed 100+ cases per day of gibberish
Partner self-service portal
High tech mobile advertiser
A Salesforce Community for partners replaced email updates to Ops, with Apex sharing coded to automate access to open cases available for dispositioning.
“Get me out of the loop!”
- Significantly reduced disposition time (weeks to hours)
- Removed manual Ops work
- Allows for bulk CSV upload and disposition!
Case management interface
High tech datacenter
Case management was very inefficient, with data spread across multiple tabs and systems. We created a design focused on matching the data presentation with the case worker flow, to keep the case worker in a single tab instead of “swivel chairing”.
Redesigned for customer service efficiency
- Addressed key pain points with flow specific design
- Custom feed panel to make dialog clear and present
- iFrame of custom in house system to keep user in page
Credit application portal
Energy financier
We developed a secure application for accepting stateless data from partners, with a clean and simple UI to allow use on tablets in the field.
A credit portal built overnight
- Replaced manual processes for credit applications
- Developed, tested and deployed in days
New UI for private equity CRM
Private equity
Salesforce was configured a long time ago, and the client wasn’t getting value out of the system. We applied quick fixes to some pain points then performed a discovery on new use cases to develop a prioritized plan of updates.
Refreshed a stale configuration
- Use-cases mapped to current business processes
- Users excited about application again
Partner reporting pages
High tech mobile advertiser
Custom pages replaced a daily export and copy/paste exercise, with pre-aggregated data, built-in filters, and auto-identification of data type.
Escaped spreadsheet hell
- Significantly reduced report time
- Less errors
- Foundation for partner self-serve
IoT case management app
Smart thermostat provider
Automated communication and notification replaced slow batch maintenance and installation provisioning. Integration with IoT and utilities allowed for auto-creation of cases.
Error reduction through real-time monitoring
- Real-time, comprehensive communication of device management
- Eliminated error-prone, daily manual process
Mobile banking app development
Fortune 500 financial services firm
We developed a PCI compliant mobile banking application for iOS and Android that was delivered ahead of schedule in spite of aggressive timeline and client dependencies.
13 weeks from discovery to MVP launch
- Faster time to market: 13 weeks from discovery to launch
- Increased customer satisfaction: 4+ star rating for iOS and Android
- Higher quality: 0 post-launch bugs reported
