French entrepreneurs lacked a single tool that brought together payments, invoices, and accounting so that they could monitor the financial health of their business in real-time.
Method and Cegid worked closely together to design, build, and launch Cegid Flow: a mobile solution that would deliver new value to entrepreneurs and expand Cegidâ€™s reach from B2B to B2C by unlocking a new and highly sought-after market.
User Experience Design
Defining the value proposition
Understanding Entrepreneurs and Accountants
A little je-ne-sais-quoi
Meet Cegid Flow
The app is organized around a dashboard that provides at a glance all the information the Entrepreneur needs: how much is in the bank, what is owed to them, who they owe; as well as a visual comparison of monthly ingoings and outgoings. From the dashboard, the entrepreneur can then navigate to multiple views of the companyâ€™s financial situation.
Implemented on iOS and Android, the application is fully integrated with the CPAâ€™s existing solutions and systems - facilitating improved collaboration between entrepreneurs and their accountants. With Cegid Flow, accountants can now focus on where they bring the most value: advising their clients on the growth of their business.
Built for improvement
Open for business
Go-To-Market Strategy and Product Marketing
A microsite empowers sales reps and accountants alike to talk about the solution with their clients through the appropriate language, and facilitates app sign-up and onboarding.