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Connection of demand determination for private provision for companies
Project duration: 3 months
Brief description
The consulting software for company-specific insurance products shall also be used to advise owners/managing directors on personal insurance (life and health). The demand determination should take place without any perceptible media disruption in a continuous process (sales flow).
Supplement
The JavaScript/HTML5-based consulting software for corporate customers is connected to the consulting software for private customers, which is also based on JavaScript/HTML5. The businessman's data that has already been recorded is transferred to the private provision consulting during the jump. It is important here that the transition between the applications should be seamless and that the user should not notice the switch.
Subject description
The connection to the consulting software for private customers enables continuous consulting of corporate customers and private persons as businessmen without media disruptions. All the recorded data that is relevant does not have to be entered again for the private consulting. This data is transferred from the corporate consulting. The consultation between customers and consultants is not interrupted by changing applications and the consulting context is maintained for the end customer.
Overview
- Industries insurance
- Specialist tasks BPM: process design, customer management, Customer Relationship Management (CRM), field staff, Mobile Business, sales and distribution, sales support
- DV tasks customised software further development
- System environment Client/Server, Internet/Intranet, Mobile Computing
- Procedure model iterative procedure
- Development/ test tools Cappuccino, Git, MS SharePoint Designer, Notepad++,
Project period01.10.2014 - 31.12.2014
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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