Gerund + elevates
How to create value through an efficient platform?
Digitizing Accounting to Boost Business Growth
Services
- Branding & Communication
- Experience & Interaction
Challenge
eleva+ (formerly El20) is a platform dedicated to providing its users with clear and essential information to plan, anticipate, and make tax and financial decisions.
The accelerated business growth required aligning the technological infrastructure with the experience customers had with their financial analysts and CAs (certified advisors). This was because, although the onboarding process was digitized, the service itself remained one-on-one, hindering automation and efficiency.
Solution
To align both experience points, we focused on redefining the brand's value proposition, finding a balance between the human and the technological.
We automate the manual mechanical work of accounting and add value to the work of CAds and analysts in developing fiscal and financial strategies to drive our clients' businesses.
We improved the front end and usability of the platform, adjusted the information architecture, incorporated new functionalities and automations, and designed dashboards and data visualizers.
We create specific solutions based on the needs of clients and prospects.
Impact
- Digitalization of the Brand Experience
- Complex digital product, easy to use
- Work efficiency of eleva+
Learning
“Putting the user experience first resulted in a user-friendly digital product that adds value both inside and outside the company, making the eleva+ team's work more efficient and providing their clients with clarity and control over their finances to make better decisions.
