Existek > Case studies > Business Intelligence > Field team

Field team

Mobile app for the sales teams' collaboration

Short summary

Client: Multinational pharmaceutical company

Need: The client's sales team was distributed across countries and lacked tools for effective communication. The client wanted to build a mobile application to connect sales representatives and streamline their regular workflows.

Challenge: Because of the very specific workflows for the pharmaceutical company they could not use any of the solutions available on the market. They required a combination of chat and resources management functionality.

Solution: Existek's business team came up with the concept of a hybrid mobile application that is capable of making chat, financial, and assets management records. We built Android and iOS applications using Flutter to save budget and time.

Impact: With the convenient tool at their disposal, the sales team managed to achieve 123% higher sales on average. At the same time, automated cost and assets records allowed the client to decrease associated costs by 40% which had a very positive impact on clients' business across the board.

Location

Platforms

Technologies

Team size

6 specialists

Duration

6 months

5.0

We needed a mobile application for the sales and field force managers to make communication across the team more efficient and keep the records about their tasks. We’ve been looking for the company with the experience in enterprise ERP solutions and found EXISTEK among them. We liked the communication so after the discussion and initial discovery/documentation stage we hired their team for a smaller side project, which is a mobile app. Their reliability was impressive. That is a huge deal since we wanted a team that shared the same views with us.

Full customer’s review on

Core features

Discovery stage

UI/UX design

Development and testing

Project summary

Core features

Core features we implemented

We had to build a solution for the field force and sales managers that would make it easy to control the employees, track their achievements and keep the records of tasks. As a result, we’ve created Field Team.

Divide field agents by teams, territories, and product types

Keep all your employees divided by categories to know what group of customers they’re working with.

Keep chats with admins and users separate

Create separate chats for managers and field agents, or teams that are working on a specific territory or group of products.

In-App tracking of KPIs

Track sales of specific agents and assign them bonuses that will be paid later via the regular payroll.

Periodic reports

Store all reports in one place with the possibility to export them if needed. Apply filters to see the assigned bonuses and sales of the specific agent or team on the particular territory.

Discovery stage

Primary goals and challenges

The control over the field agents is essential in the sales industry. Our client’s key objective was to create a solution that will allow keeping an eye on the sales team without really being there. Client’s initial goals were:

To make communication between team members easier

To keep records about tasks and achievements structured

To track financial KPIs bonded to the specific field agent or territory

To strictly define roles and permission sets

Deliverables

Who we build for

The application is created for the internal use by a transnational pharmaceutical company that sells and distributes medications in the Middle East and Europe.

Solution

Our goal was to create the field force management software for a pharmaceutical company in order to automate and enhance the internal workflows. We have built a hybrid app with Flutter that runs on both iOS and Android and provides native-like experience.

Collected requirements

Client's vision and main goals

Possibility to transfer money within an app
Effective communication between team members with personal and group chats
Separate applications for admins and users
High performance on Android and iOS

Discovery stage

How we conducted the requirements analysis

We assigned a dedicated Business Analyst
Involved UI/UX designers to create wireframes, diagrams, and supplementary files
Showed over 20 presentations during online meetings with a customer
Spent about 150 hours on documentation development

Deliverables

What EXISTEK produced during the analysis stage

A Software Requirements Specification (SRS) document
A System Architecture and a Database Design document
Screen wireframes
Project’s timeline and cost final estimation
A detailed project plan with milestones and sprints

SRS document contents

User Stories
Acceptance Criteria
Business Rules
User Roles
Database Design
Wireframes
System Architecture

Interface wireframes

Highlights20
meetings
with a client EXISTEK specialists conducted during the discovery
5
hours
of calls to predefine crucial points of further development
60
hours
designers spent on creating wireframes, diagrams, and other supplementary files
4
weeks
spent on the discovery stage altogether
with a client EXISTEK specialists conducted during the discovery
of calls to predefine crucial points of further development
designers spent on creating wireframes, diagrams, and other supplementary files
spent on the discovery stage altogether

UI/UX design

Colors

We designed an application for an enterprise. It depended on us, how easy it will be for the dozens of people to use the application and stay focused. That’s why creating the intuitive and minimalistic interface was our top priority. In order not to overload the design, we have chosen simple colors.

#FFFFFF

Background

#282828

Main text

#8E8E8E

Plain text

#FF3B30

Active color

#E2E2E2

Badges

#007AFF

Active color

Typography

SF Pro is a user-friendly typeface that offers a variety of sizes and styles.

Use

Bold, Semibold, Regular

Highlights160
hours
spent by designers on creating final visual design of the application
30
screens
created by  the designers
4
weeks
actual duration of the design stage with all iterations
spent by designers on creating final visual design of the application
created by  the designers
actual duration of the design stage with all iterations

Development and testing

Technologies

Technology choice for the application results in its performance, scalability and ease of use. We do our best to deliver to our clients a future-proof and up-to-date application.

Backend

firebase

1k+ GB

Of stored and transferred data possible

1000k+ GB

Uploads and downloads possible

Mobile app frontend

flutter

90k+

Flutter apps in App Store

30%

Time saving comparing to other frameworks

Development tools

jira

testFlight

785

Tasks in Jira visible to the client

TestFlight testing versions pushed to client’s devices

Technologies used by

Development roadmap

EXISTEK creates the Development Roadmap with all major milestones and a detailed description of the features delivered during that milestone. We don’t ask for any prepayment and send invoices only after the client accepts the milestone.

Team composition

The team members have already worked together, and it saves precious time and money for our clients. We assigned a team of developers who created dozens of apps together in the same roster and have 5+ years of experience on average.

Backend developer

Artem

Android developer

Stepan

UI/UX designer

Phillip

Business analyst

Anton

Project manager

Volodymyr

QA engineer

Katia

How we ensure visibility for the client

Our clients see the progress on a daily basis. EXISTEK achieves that through daily communication, check-ins, and availability of the up-to-date app version on the client’s device.

Weekly progress calls

Access to the app’s demo version on your phone

Dedicated project and account managers

Highlights20
meetings
with a client EXISTEK specialists conducted during the discovery
7
hours
of calls to predefine crucial points of further development
4
weeks
spent on the discovery stage altogether
with a client EXISTEK specialists conducted during the discovery
of calls to predefine crucial points of further development
spent on the discovery stage altogether

Project summary

Our goal was to deliver an enterprise application of the best possible quality to the client. We started with the idea and made all the way to launch within a 6-months timeframe. The well-thought pre-development stage allowed us to avoid any delays or extra spendings during the development. As a result - we completed a quality app with sophisticated workflows in time and with zero budget overburn.

Development

4 weeks 20 weeks 2 weeks

Discovery Launch

Discovery

4 weeks

Development

20 weeks

Launch

2 weeks

Highlights20
weeks
with a client EXISTEK specialists conducted during the discovery
140
hours
of calls to predefine crucial points of further development
3
weeks
designers spent on creating wireframes, diagrams, and other supplementary files
15
weeks
spent on the discovery stage altogether
with a client EXISTEK specialists conducted during the discovery
of calls to predefine crucial points of further development
designers spent on creating wireframes, diagrams, and other supplementary files
spent on the discovery stage altogether

Field team

Short summary

Core features

Core features we implemented

Divide field agents by teams, territories, and product types

Keep chats with admins and users separate

In-App tracking of KPIs

Periodic reports

Discovery stage

Primary goals and challenges

Deliverables

Who we build for

Solution

Collected requirements

Discovery stage

Deliverables

SRS document contents

Interface wireframes

Highlights

UI/UX design

Colors

Typography

Font Size

Use

Highlights

Development and testing

Technologies

Backend

Mobile app frontend

Development tools

Technologies used by

Development roadmap

Team composition

Backend developer

Android developer

UI/UX designer

Business analyst

Project manager

QA engineer

How we ensure visibility for the client

Highlights

Project summary

Highlights