CNP Project:

Mobile application for commercial representatives.
Mobile App - CNP

Project Summary

We built a mobile app to organize and centralize all data generated by commercial representatives, and a webapp for management to keep track of metrics and transactions.

SERVICES
___

Project Manager

Technical Lead

Scrum Master

Frontend Developer

Backend Developer

Mobile Developer

Quality Analyst

TEAM INVOLVED
___

UX Research

UX/UI design

Development

Quality Assurance

Tools/languages
___

Angular

.NET

Flutter

My SQL

Continous Integration

industRY
___

Assurance

DATE

June 2020

___
time to delivery

4 months

SERVICES
___

UX Research

UX/UI design

Development

Quality Assurance

TEAM INVOLVED
___

Project Manager

Technical Lead

Scrum Master

Frontend Developer

Backend Developer

Mobile Developer

Quality Analyst

Tools/languages
___

Angular

.NET

Flutter

My SQL

Continous Integration

industRY
___

Assurance

DATE

June 2020

___
time to delivery

4 months

The challenge

A large team of commercial representatives scattered across the country, in charge of maintaining the relationship between the insurance company and the banks, and generating new sales. To do this, they travel to several branch offices every day in different provinces, and organize meetings with the clients.


Every transaction had to be presented physically on paper. There was no centralized dashboard with the important information: the team’s visits, expenses, metrics and distance traveled. Reports on the visits were not being stored anywhere.

Team

Cool Cool

Tips of success

Clapps Solution

Mobile application for commercial representatives.

Integrated with Active directory, this app allows them to log in with their company credentials, schedule meetings, complete reports once finished, attach photos of invoices, do the end of the month accountability and check out their metrics.

Web App for Management.

Allows them to check out their teams’ scheduled visits, oversee and filter through different performance metrics, and their expenses. It also facilitates them to make the whole approval per diem process digitally, making HR and Treasury a part of it.

No items found.

The results

The per diem accountability and approval can now be done 100% digitally. Leaders can check out their team’s metrics on a centralized dashboard. Commercial Representatives can also access the app offline functionally, for their convenience. Data is now being stored and available for future reference, in a lightweight, easy and organized space.

Camila Verdugo

CMO

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