Process digitalization - portal and app for field marketing

The challenge

There was already an app and a portal, but they did not meet the field service's requirements for good usability or the customers' expectations for the data quality of the results. So how can the recurring processes at the POS be prepared, supported, and evaluated in such a way that even the digital heavyweights among the customers, like Google or Apple, are satisfied? And how is the solution future-proof, so that it remains performant and stable despite constant further development?

The solution

The new portal has a completely revised data model and focuses on efficiency gains in the processes. The data model ensures better performance and is designed so that extensions can be easily implemented without affecting performance. The processes are modularized in a way that makes it easy to create new projects quickly. The associated processes can be easily adapted. Basic data are linked with processes and can optionally be included in new projects.

The app is optimized for the automation of processes. It independently plans the visits of its users and optimizes their routes. On-site, it provides exactly the data needed at the POS. The new interface of the app safely guides its users through the work steps at the POS. Even the uploading of visit data is done automatically, the employees can fully concentrate on their work in the markets. Once this is completed, the market data is evaluated based on KPIs and automatically further processed. If they do not meet the quality standards, an automated correction process starts.

The data is processed in the portal and transferred to a dashboard in real time. Alternatively, predefined reports can be delivered. Specific customer requirements regarding KPIs and evaluations can already be taken into account when creating the projects. The portal and app independently adapt work steps at the POS and the output of the results.