Gerundio + eleva+
How to create value through an efficient platform?
Digitalizing accounting to boost business growth
Services
- Brand & Communication
- Experience & Interaction
Challenge
eleva+ (formerly El20) is a platform dedicated to providing its users with clear and indispensable information to plan, anticipate, and make fiscal and financial decisions.
The business's accelerated growth required aligning its technological infrastructure with the experience clients had with their financial analysts and CAd's (certified advisors). Although the onboarding process was already digital, the service itself was still one-to-one, making automation and efficiency problematic.
Solution
To align both sides of the experience, we focused on redefining the brand value proposition, finding a balance between the human and the technological.
We automated the mechanical work of accounting and placed value on CAd's and analysts’ work in developing fiscal and financial strategies to drive their clients’ businesses.
We improved the platform's front end and usability, adjusted the information architecture, incorporated new functionalities and automations, and designed dashboards and data visualizers.
We created specific solutions based on the needs of customers and prospects.
Impact
- Digitization of the brand experience
- Complex digital product, easy to use
- Efficiency in elevated operations
Learning
“Putting the user experience first resulted in a user-friendly digital product that adds value both inside and outside the company, making the work of the eleva+ team more efficient and providing its clients with clarity and control over their finances to make better decisions.”
