01Field services · Operations platformFlagship project · several years of development
A service company’s entire operation automated, from request to payment
The challenge
A service company with field teams was handling a high volume of requests. Information was scattered between the office, the field and external systems, and one critical external system offered no API: its security mechanisms made integration difficult.
What we built, top to bottom
- Complete management of requests, tickets and interactions: every primary request and each of its sub-requests is tracked step by step.
- Workflows defined with the client that follow its business rules, from opening the request through invoicing and collection of part of the payments.
- Field team automation: dispatching of interventions and on-site photos, integrated directly into the ticket.
- Interconnections with external systems, including one with no API: we designed tailored integration strategies that respect its security mechanisms.
- Dashboards the teams follow every day: workload, deadlines, progress of each step.
- Full integration into the client’s business processes, expanded over several years of continuous development.
Technologies and approach
- Workflows and business rules
- Tickets and sub-requests
- Field teams
- Photos attached to the ticket
- Integration without an API
- External interconnections
- Billing
- Payment collection
- Dashboards
Who is it for? Any service company whose office, field teams and external systems need to work on the same files, from request to payment.
02Finance · Payments
End-to-end financial products
The challenge
Covering the entire financial chain (financing application, approval, payments, collections, reconciliation) without assembling a patchwork of vendors that don’t talk to each other.
What we built
- An online financing application journey: information gathering, supporting documents, decision and file tracking.
- Processing of payments and pre-authorized debits, with schedules, retries and refunds.
- Automated reconciliation between payments received, accounts receivable and accounting entries.
- Financial-grade security: encryption, segregation of duties and audit logs on every transaction.
- APIs to integrate these functions into partner platforms.
Technologies and approach
- REST API
- Payments
- Payment schedules
- Automated reconciliation
- Encryption
- Segregation of duties
- Audit logs
Who is it for? Companies that finance, collect or disburse payments and want to control the entire chain.
03Insurance · Quoting
Insurance quoting tools
The challenge
Producing a quote means cross-referencing rating rules, questionnaires and exceptions that change often. Done by hand, it is slow and hard to keep consistent.
What we built
- A configurable rating rules engine: rules evolve without redeploying the application.
- Dynamic questionnaires that only ask the relevant questions based on previous answers.
- Generation of quotes and documents ready to send to the client.
- A version history for every quote: who changed what, and when.
- APIs to feed brokers’ and insurers’ systems.
Technologies and approach
- Rules engine
- Dynamic forms
- Document generation
- Version history
- REST API
Who is it for? Brokers, insurers and managing general agents who want to quote faster, consistently and traceably.