Project Category: Case Study
Share Point Cloud Powered Distributor Portal Streamlining Invoices & Expense Claims Management
Challenges:
Difficulty to manage and streamline invoices generated by a large scale of distributors
Industry
Retail
Solutions:
SharePoint Cloud Powered Web Portal for Distributors
Results:
The custom-built online booking application with seamless integration allowed the client to streamline bookings from all locations from a single platform
Locations:
Middle East
About the Client
The client is a leading pharmaceutical company with active research and development projects in respiratory diseases, pain, oncology, and other areas. With over 50 years of experience in the pharmaceutical field, the client focuses on providing products and services that improve the quality of life for healthcare consumers.
Mundipharma works with several distributors in different markets across various countries. Each distributor submits its monthly invoices and expenses through physical files, which are later managed through Excel sheets based on parameters like country code, product code, and geocodes.
Case Overview
The client's workflow completely depended on physical or paper documents and manual entries. This challenged their process with duplication of efforts, as there was no validation of an existing entry. Lots of time was spent entering and approving a single transaction. Real-time updates from distributors were also restricted.
Owing to its large network of distributors, the client wanted a single solution that could streamline the invoices generated by the distributors. Fingent developed a web portal that allowed distributors to easily submit an online entry of their expenses and attach invoices and other supporting documents to claim their expenses.
CHALLENGES
Roadblocks Faced in the Existing System
Time-consuming manual entries
Duplication of efforts
Lack of real-time notifications to inform the distributors
Lack of instant communication with distributors
Complex workflow. Restricted tracking abilities
SOLUTION
Fingent’s Approach - Share Point Cloud Powered Distributor Portal
Allows distributors to submit an online entry of their expenses and attach invoices and other supporting documents to claim for their expenses. The submitted entries are validated through a four-tier/six-tier approval process based on parameters like country code, product code, and geocodes.
Listings of submitted debit notes
Identifying and recording payment types
Intuitive dashboards to ease tracking of invoices
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BENEFITS
Making an Impact on Client Success
The portal not only allows distributors to claim expenses easily but streamlines the invoice approval process by allowing the country manager, general manager, finance manager, and any other manager based on the GL Codes to easily access, track, manage, and approve the invoices. The application also supports real-time notifications.
Email notifications are sent to distributors on any missing documents
The cover sheet highlights the expenses and the amount to be paid to the distributor
Simple to use application allows distributors to manage the portal without IT help
Easy document submission and faster approval process
Smart approval process
Real-time notifications
Easy collaboration
Elimination of tedious manual task
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Empowering Businesses With A Social Selling Platform
Challenges:
Enable retail and e-commerce brands to leverage digital tools to enhance their online presence and improve leads
Industry
Retail
Solutions:
A State-of-the-art Social Selling Platform
Results:
Retailers can easily access a network of digital marketplaces and websites while enabling a complete sales management suite to drive and monitor performance.
Locations:
USA & France
About the Client
As consumers increasingly become digitally enabled, businesses find it more challenging to reach their target audience. Although acquiring a strong digital presence is becoming inevitable, retailers and e-commerce businesses need help finding the right space to leverage digital tools that enhance their online customer experiences.
Our client wanted to build a platform to help retailers translate their operations from brick-and-mortar to online while seamlessly transitioning and enabling them to harness the power of a digital presence.
Case Overview
Fingent helped the client develop a web and mobile app, MyReplika, that provides retailers instant access to a network of digital marketplaces, websites, and more. It also provides retailers a complete sales management suite to drive and monitor performance.
Replika combines products, content, and online marketing channels into a single platform. The app empowers sales teams with digital tools that improve their collaborations, engagement, and bond with customers online.
CHALLENGES
Roadblocks Faced in the Existing System
Build an online presence and brand value
Lack of a medium to directly interact with brand websites
Inability to track purchases to the respective Social Sellers to enable commissions
Time-to-market is often lengthy and frustrating
Lack of a mobile solution to enhance engagement
SOLUTION
Fingent’s Approach - A State-of-the-art Social Selling Platform
Fingent helped the client build a web and mobile application, My Replika that follows a customer’s digital journey and touchpoints. The solution provides operational support to three types of users: Replika Admin, Brand Admin, and Salesperson (SA).
Replika Admin has complete control of the app and the registered brands
Brand Admin manages the brand segment and all the stores under it
Salespersons are assigned a store and can manage the salesperson section
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BENEFITS
Making an Impact on Client Success
The app empowers any brand or retailer looking to capitalize on the online shopping space. It allows creative sales personnel to reach their contact base and promote or recommend products. Replika also encourages customers to take on the role of product influencers to promote, recommend, and generate sales across their contacts.
Track performance across brands, stores, salespersons, total sales
View the sales report of each brand and store
Report on purchase history
Content suite to create engaging social media posts, and newsletters
Enhanced brand engagement
Easy social sharing
Improved sales
Better control & sales management
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SAP Enterprise Mobility for Simplified Approval Management & Sales Order Management
Challenges:
Enabling organizations using SAP ERP to simplify and streamline sales order and approval management through a custom-built mobile app
Industry
Software
Solutions:
Honey Bee Mobile Apps to Simplify Approval Management and Sales Order Management
Results:
Improved efficiency, real-time data, timely approvals, easy sales order management, and improved visibility.
Locations:
India
About the Client
Modern businesses need efficiency in each department. Data visibility, real-time updates, and mobility are essential to boosting performance. Our client also wanted to improve their workflow and increase their decision-making capabilities.
The client is a global organization that leverages SAP to manage its business operations. With a focus on maintaining operational excellence, the client sought to streamline approval management and sales order processing to ensure efficiency and speed in decision-making.
Case Overview
The client faced challenges managing their approval workflows and sales orders effectively due to a lack of mobility and accessibility. There was no medium to access data or ensure faster approvals instantly. Sales management also needed more visibility.
To address these issues, Fingent utilized the latest in Android and iOS to develop the Honey Bee Mobile Apps suite, comprising two innovative apps designed for Simplified Approval Management (SAM) and Sales Order Management (SOM).
CHALLENGES
Roadblocks Faced in the Existing System
Delayed approvals
Fragmented processes
Lack of mobility
Excessive manual labor
Suboptimal user experience
SOLUTION
Fingent’s Approach - Honey Bee Mobile Apps to Simplify Approval Management and Sales Order Management
Fingent helped develop Honey Bee Apps, a collection of two mobile apps. The application enables organizations running on SAP to view and manage their sales orders easily. The two parts of the apps ensure Simplified Approval Management (SAM) and Sales Order Management (SOM).
Provides seamless access to critical information for quick decision-making
Facilitates real-time access to sales orders and their subitems
Enhances efficiency in managing and tracking sales workflows
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BENEFITS
Making an Impact on Client Success
The Simplified Approval Management (SAM) app is intended for Financial managers. The finance department can use the app to approve or reject journal entries on the go. The Sales Order Management (SOM) App is intended to help the sales department quickly access sales orders and subitems in real time.
Enables approval or rejection of journal entries on the go
Approvals and sales order reviews occur in real time
Streamlined workflows eliminate operational bottlenecks
Reduced manual efforts resulting in reduced operational cost
Faster Decision-Making
Reduced Operational Delays
Accelerated Business Processes
Cost Savings
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Feature-rich POS System for Merchants and Vendors
Challenges:
Allow merchants an easy and fast way to charge customers for their products and services through a POS system.
Industry
Financial Services
Solutions:
Workful - A Point Of Sales System
Results:
Ease payment methods, track sales trends, enable intuitive dashboards, track employee timesheets, capture signatures, and more.
Locations:
US
About the Client
TaxSlayer is an income tax preparation business founded in 1965 by Aubrey Rhodes Sr. Over the years, It has evolved into a tax preparation and filing software development company. Its core business functions focus on simplifying finance management with its suite of products.
TaxSlayer’s suite of products promotes easy E-Filing, along with audit assistance and priority support. It also forms a repository of all major schedules. The client wanted to further their reach and build a solution that met the POS needs of various business industries.
Case Overview
TaxSlayer wanted to modernize its existing systems to further its reach and build a solution that met the POS needs of various business Industries. Understanding the client's needs required a thorough understanding of the Financial industry challenges and market changes.
Fingent’s expertise and years of experience in the domain helped develop a Point-of-Sale System that met the needs of Merchants from various business industries. It promoted faster ways to charge customers for the Products and services they rendered.
CHALLENGES
Roadblocks Faced in the Existing System
Challenges of merchants to enable easy customer payment systems
Difficulty in tracking payments and transactions
Difficulty in managing employees and customers
Inability to track sales trends
Maintaining visibility and keeping track of data was tedious
SOLUTION
Fingent’s Approach - Workful - A Point Of Sales System
The application comprises a web and tablet application that empowers merchants with features to manage transactions, customers, and sales. It allows merchants to maintain operational visibility, better track employees and customers, and have a better POS system.
Intuitive Sales Dashboard to help track sales trends, total sales, payment methods
Easy management of products and services, including price and tax customizations
Employee timesheet tracking and integration with Tax Slayers HR application
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BENEFITS
Making an Impact on Client Success
Fingent provided the client with a simple-to-use system that eased their customer booking management. The system enabled easy tracking of available dates, streamlined staff scheduling, and effective user profile and role management, which enabled the client to offer quality services with fewer wait times.
Manages transactions, discounts, payment methods
Eases integrations with Card Readers and Payment Gateways
Prints receipts and sends receipts to customers via email
Enables to capture signatures
Tracking of transactions eased
Intuitive dashboards
Improved data utilization
Smart decision-making
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Fitness Regimen App For Trainers
Challenges:
Create a more engaging and personalized fitness journey for clients
Industry
Healthcare
Solutions:
Fitness Regimen App
Results:
Enabled customers to uplift their fitness journey with effective schedules, exercise plans, and goals. The app boosted customer engagement and user experience throughout their fitness journey.
Locations:
UK
About the Client
Customers today need personalized experiences. Our client, a fitness and healthcare business, wanted to leverage new technology to deliver prompt and personalized services to its customers.
Legends Personal Training 3.0 is a select group of the finest personal trainers and health professionals in Wimbledon and Kingston. To better manage their clientele, the client wanted to build an application that would enable personalized experiences for customers.
Case Overview
Along with providing personalized customer services, the client wanted the application to cater to all the health requirements of their clients, including health products.
Fingent helped the client build an app that helped customers strategize their healthcare routines with apt exercise plans and more. The application also helps record customers’ fitness goals and plans to generate fitness plans and exercise sets that boost the fitness journey and experience.
CHALLENGES
Roadblocks Faced in the Existing System
Lack of personalized customer experiences
Stand out in a highly competitive market
Difficulty in engaging customers with apt exercise routines daily
Inability to improve customer retention rate or increase the customer base
Leverage new technology to offer unique services
SOLUTION
Fingent’s Approach - Fitness Regimen App
The application integrates features for strategizing healthcare routines, tracking fitness goals, and creating customized exercise plans. By incorporating advanced technology, the solution effectively addressed the client's need for innovation and customer satisfaction.
Create custom fitness routines based on customer goals
Easily manage customer schedules and consultations
Monitor and calculate fitness levels easily
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BENEFITS
Making An Impact On Client Success
The custom-built application empowered the client to deliver superior and personalized customer experiences, strengthening customer loyalty. Fitness professionals could easily manage customers and deliver customized routines without hassles. The app significantly improves user engagement and customer retention rates and helps gain a competitive edge.
Easily schedule sessions through the app
Set fitness goals for customers to achieve
Easily generate exercise routines that fit a customer's goals
Record performance and change exercise plans accordingly
Personalized services
Smart customer management
Boosted customer engagement
Eased tasks for trainers
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End-to-end Default Management Solution
Challenges:
Improve task efficiency and streamline workflow for real estate brokers, inspectors, and field agents.
Industry
Real Estate
Solutions:
An End-to-end Default Management Solution
Results:
Improved workflow management with digital tools that eliminated excess paperwork and Excel sheet recording, contributing to efficient performances and boosting customer trust.
Locations:
US
About the Client
Founded in 1967, Five Brothers provides property preservation, inspections, REO, maintenance, valuation services, utility services, and various mortgage industry support services. With a strong focus on customer experience, Five Brothers strives to leverage new-age technologies to maximize asset preservation and mitigate risk.
To enable end-to-end efficiency in property management, the client sought a reliable software development partner who could guide them in leveraging the latest technologies. The company wanted to enhance the customer experience while allowing for a streamlined and effortless workflow.
Case Overview
Fingent carefully and meticulously analyzed the client's needs and the industry challenges, based on which they formulated a series of solutions that simplified generating price opinions, invoicing, work order scheduling, audits, inspections, reporting, disaster management, and more.
Fingent created a comprehensive default management system comprising several integrated components, including BPO, QC, AVM, Workflow, and Invoice, customized to cater to the client’s unique needs and work model. Fingent followed an interactive, “agile” process to build out the required capabilities, resulting in the five discrete modules.
CHALLENGES
Roadblocks Faced in the Existing System
Complexities in generating price opinions
Difficulties in interior and exterior property inspection and reporting
Lack of automation in generating property value reports
Need to streamline work order management
Tedious invoicing processes, especially in mortgages
SOLUTION
Fingent’s Approach - End-to-end Default Management Solution
Fingent’s end-to-end default management solution included customized solutions that simplified generating price opinions, streamlined property inspections, automated reporting on property value, eased work order management, and improved invoicing efficiency.
FiveOnline BPO - to generate price opinions on properties
FiveOline QC - assess and report the quality of the property
FineAVM - automated valuation model to generate property value reports
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BENEFITS
Making An Impact On Client Success
Five Brothers saw an ease in workflow management with digital tools that eliminated excess paperwork and Excel sheet recording. Our partnership enabled them to transform their business at each stage with scalable and modern technology that enabled them to expand their custom base and partnerships.
Eased work order management and administration with BPO Portal
E-invoicing system that simplified transactions in mortgages
Simplified workflows, enhanced efficiency and improved customer services
Ability to leverage modern technologies to adapt the market changes
Streamlined Operations
Customer Trust
New-age Technology
Business Expansion
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Custom Mobile App Developed for Travelers
Challenges:
Eliminate risks for travelers by keeping them informed about local threats and concerns.
Industry
Travel
Solutions:
A Custom Mobile App Solution Enabling Traveler Safety
Results:
Allow travelers to access any information about the threats, natural hazards, or vulnerabilities of given locations on their mobile app to enable safe travel.
Locations:
US
About the Client
Travelers who wish to explore new countries and states are often concerned about their safety. Despite innumerable research, travelers experience thefts, cyber crimes, natural hazards, and more. That’s because most articles and reviews they read are outdated or unreliable.
Our client, GeoSure, wanted to leverage the latest mobile technology to equip travelers with the latest stats and safety scores of the places they are visiting so that they are prepared and safe when exploring new destinations.
Case Overview
Fingent helped GeoSure custom-build a mobile app that is a trusted, location-sensitive personal security app that assists travelers by providing personalized and quantifiable travel security content.
The app crowdsources data feeds from global sources to fuel proprietary risk algorithms. These algorithms deliver powerful threat temperatures to assess relative vulnerability anywhere in the world. The app covers everything from cyber concerns and political threats to environmental and health hazards in the regions.
CHALLENGES
Roadblocks Faced in the Existing System
Threats to travelers
Inability to assess safety scores of locations
Lack of real-time data and updates
One source for all reliable data about locations
Enable a global community
SOLUTION
Fingent’s Approach - Custom Mobile App Solution Enabling Traveler Safety
Fingent developed a mobile application powered by a highly sophisticated analytical engine. The app combines hundreds of evaluated information sources, including those from the CDC, WHO, United Nations, State Departments, Interpol, and Local Authorities, with updated global crime statistics.
Data from trusted sources plus crowd-sourced reports
Enhanced mapping system for faster interaction
Ensures safety at a particular place at street level view
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BENEFITS
Making An Impact On Client Success
The GeoSure mobile app covers six critical safety categories: Physical harm, basic freedom, women's safety, theft, disease, and overall security to enable stress-free and safe traveling. It combines data from multiple reliable sources and further analyzes it to provide the best recommendation to users. The app also formulates a global community to help share experiences and feedback.
A smart data-driven app that utilizes statistical algorithms
Enhances travel safety through relevant and reliable data
Genuine global community to share experiences & safety measures
Improve the travel and tourism industry by enhancing safety
Smart data-driven app
Global community
Statistical algorithms
Safe traveling
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Funds Management System for Missionaries Medical Care
Challenges:
Allow ease in monitoring, managing, and dispensing funds and reduce fund approval complexities.
Industry
Healthcare
Solutions:
A Customized Funds Management System
Results:
A complete solution to track the funds received and how they are utilized. The app also streamlines fund approval processes, making it simpler and faster.
Locations:
India
About the Client
Missionaries Health Services (MHS) is a Christian organization committed to providing total medical care for missionaries. As a member of MHS, missionaries could avail treatment for any ailments from hospitals that are partnered with MHS.
Nonprofits often face challenges in properly tracking and monitoring the funds received and how they are utilized. Also, the complexities involved in fund approval processes often delay payments, drastically affecting the organization's objectives and customer experiences. Our client was looking to leverage the latest technologies to enable the admins seamlessly manage and dispense funding and cash flow.
Case Overview
Fingent helped create a complete solution that enabled MHS to keep track of funding and cash flows within the MHS system. The system enabled MHS admins to monitor, manage, and dispense the funds received.
MHS can track funds from any of the following: monthly contributions by Missionaries, Church or Organization contributions, or Donations. MHS also streamlines fund requests and analyses them with the health records of missionaries in the system. MHS further helps automate approvals depending on the fund requests. MHS also provides a five-step approval process that is integrated with the payment bank.
CHALLENGES
Roadblocks Faced in the Existing System
Inability to track funds received
Poor cash flow management
Inability to the defense of funds
Complex fund approval processes
Time-consuming approval models
SOLUTION
Fingent’s Approach - A Customized Funds Management System
The app enabled MHS to keep track of funding and cash flows within the MHS system. The System enabled MHS admins to monitor, manage, and dispense the funds received through the system. MHS could also streamline fund requests and analyze them with the health records of missionaries through the system.
Integrated with payment gateways
Automated approval requests
Eased tracking of funds and cash flow
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BENEFITS
Making An Impact On Client Success
The solution enables real-time tracking, monitoring, and management of funds, ensuring greater transparency and accountability for MHS. Automated fund approval significantly reduces delays and improves operational efficiency. Integrating health records with fund requests allows data-driven decision-making and better resource allocation.
Easily monitor donations from multiple sources within a unified platform
Simplifies complex approval workflows with a five-step process
Streamlines fund allocation and management, eliminating bottlenecks
Analyzes fund requests alongside missionary health records
Real-time fund tracking
Optimized cash flow
Automated approvals
Data-driven decisions
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iPad App for Smarter Data Repository and Sharing
Challenges:
Enable LEGO enthusiasts to easily access instructions and other data about their LEGO pack on their iPad
Industry
Manufacturing
Solutions:
iPad App for Smarter Data Repository and Sharing
Results:
Enabling easy access to manuals and instructions about the game on iPads to enhance customer experience and boost user enthusiasm.
Locations:
India
About the Client
The LEGO Group is a leading plastic toy manufacturing company based in Denmark. It is a leading player in the toy industry. LEGO consists of colorful plastic pieces that can be connected and assembled into various shapes and structures. The game captivates users for hours of fun, enthusiasm, and creative development.
LEGO enthusiasts are often seen having multiple collections of LEGO packages. These packages may have been manufactured years before, and stores might not have the proper instructions or manuals to assist users. That’s why our client decided to create an iPad app that would help users easily access the instructions for all LEGOs in one place.
Case Overview
Fingent helped the client develop an iPad app that syncs with the client’s website. The application allows users to search, view, and download instruction sheets for LEGO sets. The app stores instructions for all LEGO sets released and can be filtered by year of release.
Users can easily search for LEGO instructions based on categories, names, or numbers other than the year of release. They can also download the LEGO instructions they need and add them to their favorites for offline access.
CHALLENGES
Roadblocks Faced in the Existing System
Difficulty in accessing user manuals of older LEGO versions
Lack of proper data repository
Enhance user experience
Engage users online and improve customer reach
Combat the increased use of mobiles and iPads among new users
SOLUTION
Fingent’s Approach - iPad App for Smarter Data Repository and Sharing
The app enables users to quickly access information on LEGOs released in any year with a tap of their fingers. Users can also download instructions and manuals or save them to their favorites for offline use. The app serves as a streamlined platform for easy data repository and sharing medium.
Easily search LEGO data by product name/ product number
Ease to download and add LEGO sets to favorites
Gallery preview of assembling manuals
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BENEFITS
Making An Impact On Client Success
This innovative solution enables easy data sharing. The app enhances user experience, fosters engagement, and strengthens customer reach across mobile platforms. It also helps the client store, save, and manage a large amount of data safely.
A user-friendly interface designed for quick navigation
Improves customer satisfaction
Encourages online interaction
Expands reach among tech-savvy LEGO users
Seamless search options
Enhanced user experience
Offline access
Engagement boost
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Lewtan: Developing Efficiency And Productivity Through Business Consolidation
How Fingent assisted Lewtan, a leading provider of technology solutions for asset-securitization, modernize their business and technology scenario.
Lewtan
Industry
Financial Services
Region
United States
Technologies
.NET
About the Customer
Lewtan is the leading provider of a wide range of content and technology-based solutions to members of the global asset-securitization industry. These include issuers, investors, underwriters, servicers, credit enhancers, and rating agencies representing more than 300 institutions worldwide that rely on Lewtan intelligence and surveillance solutions.
Lewtan’s product maintenance management was a growing concern. As their products were developed from different business and technology streams, consolidation was a key issue. Lewtan approached Fingent to help them asses their current business and technology scenario and provide a road map towards modernization.
Fingent’s Solution
Fingent deployed a thorough study of Lewtan products, their processes, and infrastructure. A detailed study, involving product overviews from product managers, detailed overview and application demo was undertaken. Fingent reviewed code snippets and Database Schema along with the infrastructure and Management setup.
From the results of this study, Fingent was able to formulate an extensive set of recommendations for Lewtan. With Fingent’s roadmap, Lewtan was able to understand their business scenario and was able to execute adequate steps to increase their efficiency. Fingent’s strategy also helped Lewtan modernize its products reaching a far wider audience effectively and efficiently.
How we helped our client
Fingent strategized adaptable business process plans that helped Lewtan streamline critical business functions.
In the technology front, Fingent identified gaps between the latest version and supported versions of their product. This also resulted in innumerable versions of source code maintained and supported by Lewtan, proving to be quite a challenge for technology consolidation.
Fingent further drafted a cloud product consolidation and migration strategy.
Fingent clearly defined a migration path that simplified technology transition.
“The application that Fingent developed is excellent and has great visuals. The team explains their process thoroughly, makes changes that are requested promptly, and addresses bugs quickly and professionally.”
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