Leadtool 2

Summary

Leadtool 2 is a customer lead management tool for Allianz' employees in their sales agency pilot offices in Biel, Lyss and Solothurn.

Key Terms

Programming Language	Javascript, scss
Frontend Stack	React.js using NextJS as Framework
Backend Stack	Typescript Server on NodeJS using NestJS as Framework
Database	MongoDB with mongoose
Deployment Platform	Azure

Project Goal

The project goal of Leadtool 2 is to simplify and improve the daily work of client advisors, sales managers and general agents in Allianz' pilot offices. Working with customer leads should no longer be an arduous process, but, with Leadtool 2, be simple, understandable, easy to track and even fun.

Initial Situation

One year ago, a first Leadtool solution was built for Allianz by a team of IP34/20vt students. Seeing opportunities for further development of the tool, our client Robin Roth requested a second project with the aim of improving the first version of the tool and adding new features. The usability of the tool should be improved and features like an extended filtering, new configuration options and a more detailed hierarchy of the users were amongst the requirements for the new Leadtool.

Results

Home Screen

Here you can see a preview of our home screen where users will be able to add and edit leads, as well as search and filter for specific leads.

Settings Page

On the settings page users can be managed (add, edit, delete) and organized into teams and general agencies. Additionally, certain attributes of leads can be configured.

Import Page

Users can import data directly from an excel file and then match the columns to the given attributes from the leads table on the home screen.

Permissions

Our last core feature is the permission system, allowing users to be assigned different roles based on company position. These roles in turn grant access to various permissions and functions such as lead accessibility or user-, permission- and source management. The roles implemented into Leadtool 2 have been defined by our customer, to best reflect the existing hierarchy at Allianz.

Benefits of your solution

Leadtool 1 is only used as a reference point for certain functionality in Leadtool 2.

Leadtool 2 creates not just a more efficient way for client advisors to work with leads but also a better overview of their leads, thereby fostering an improved workflow.

Main changes and benefits:

• auto-generated notes when information about a lead was changed.
• being able to see sources as tags
• being able to differentiate between which lead has more urgency
• less whitespace therefore more information
• a more powerful and detailed filter and search option
• a better user management
• a settings page with more configuration possibilities
• being able to import excel files

Project Data

Project Duration: 2 Semesters

Total Man-Hours: 2'160h

Team Size: 6

Work developed during the semesters:

IP3

• Initial list of leads: Client Advisors will be able to view a list of leads with default filters so that they get an initial overview of what work needs to be done. The Design will be defined.
• Management of leads: Client Advisors and Sales Managers can fully manage their leads on the Leadtool by importing and creating their leads and changing data in leads.
• Usability features: Users can communicate via notes and duplicate data is prohibited to make using the Leadtool easier and quicker.

IP4

• Usability features and login: Sources are displayed as tags and users can login.
• Permissions and usability improvements: Client Advisors, Sales Managers and General Agents only see the functionalities that are relevant to them, only the leads that are assigned to them or their employees and they can filter the leads list. Sales Managers and General Agents can manage their users and get an overview over their performance. Client Advisors get more features to improve usability.
• Completion: All unfinished, necessary features are completed and work without any issues to enable all users to use the tool without limitations. Hand over the project and all relevant artefacts to the customer.

Client

Name: Robin Rothe

E-Mail: robin.rothe@allianz-suisse.ch

Web Adress: www.allianz.ch

Project Team

Name	Email	IP3 Role	IP4 Role
Alex Rolli	alex.rolli@students.fhnw.ch	DevTeam	Scrum Master
Alexander Corten	alexander.corten@students.fhnw.ch	DevTeam	DevTeam
Alison Fersch	alison.fersch@students.fhnw.ch	Scrum Master	Product Owner
Joshua Schibli	joshua.schibli@students.fhnw.ch	DevTeam	DevTeam
Nathalia Tartak	nathalia.tartak@students.fhnw.ch	Product Owner	-
Raphael Lüthy	raphael.luethy@students.fhnw.ch	LeadDev	LeadDev
Elias Ramsberg	elias.ramsberg@students.fhnw.ch	-	DevTeam

Coach

Norbert Seyff

norbert.seyff@fhnw.ch

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