First-of-its-Kind Digital Solution Makes Handoff Processes Easier

The client launched their platform to their first users and quickly acquired their first customers. The reviews so far have been positive, and show how much the users value this new solution: it saves time and increases the accuracy of the handoffs processes. In the platform, companies can set up templates of how their handoffs documents are going to look like, connect to their CRMs to share information, define who will receive the handoffs documents, and even create triggers for when certain handoffs should be sent and the platform will do the rest. Once the product’s first version was launched, we went through a review period and collected feedback from the users. This resulted in a new roadmap for growing the platform and adding relevant features such as an AI integration that could help the platform automatically take relevant information from external tools.