Better process management
We started out by improving the design and development processes by introducing the Agile approach. Primarily, it meant agreeing with the MXNEY team on strict deadlines for the feature releases.
Our actions also included
- Creating a product roadmap for one year ahead
- Planning the backlog for three months ahead
- Designing before developing at all times
- Introducing automated testing of each feature
After following these principles, the development and release processes became more straightforward and brought visible results in terms of time and cost-effectiveness.
Messenger functionality update
After organizing the work process, we moved on to improving the features that would cover the most burning request: minimizing the time clients had to spend on communication with platform managers.
To achieve this, we:
- Designed and developed both desktop and mobile versions of a convenient messenger tailored to the client’s business needs
- Created a to-do system. Thanks to the ready-made templates, a manager can now add tasks for several stores at the same time.
- Made an easy-to-use admin panel for platform managers
- Divided the admin panel for clients and managers into two separate apps
Introducing these upgrades made communication faster and improved its quality. And on top of that, the MXNEY platform became more user-friendly for clients and managers.
Automated processes
Finally, it was time to automate some processes that have been slowing work down. Primarily, this involved revising client onboarding.
So the Perfsol team:
- Introduced an automatic lead database with a dynamic rules system
- Implemented the KYC (Know Your Customer) identity verification system
- Set up open banking to speed up the due diligence process
- Created a single gateway for integrating online shopping platforms like Shopify, Magento, and WooCommerce
- Reduced the number of compulsory registration steps by fetching some of the required documents and data automatically
As a result, Perfsol added automation and standardization to the MXNEY user journey.