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 Cegid’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 company’s financial situation.
Implemented on iOS and Android, the application is fully integrated with the CPA’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.