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FundPortal Outlook Add-in

Problem

Our client base is time poor and reluctant to incorporate new tools into their workflow. How can we provide the powerfukl benefits of our system from existing tools in their workflow?

Solution

Create an Outlook add-in that provides the key workflows of our portal within our clients pre-existing environment

Process

  • Analysing competitive offerings and identifying our unique workflows.
  • Developing a comprehensive spec from MVP to V3
  • Finding and evaluating remote teams with expertise in Outlook Development

    • Design

  • Developing a rough draft in figma with a focus on UX, feature self-discovery and powerful workflows
  • Iterating on these initial designs to finalise and MVP to fit within time constraints and budget

    • Launch

  • Working across the business to produce tutorial and marketing material
  • Helping to produce a new marketing page to inform clients and prospects of the launch