The Customer is a pioneer in Sales Workstyle Management, offering the industry’s first solution that combines sales process software, sales performance tools, and live personal sales assistants.

The Customer delivers their sales automation tool to their clients using the Software as a Service (SaaS) concept through their website. To provide better management review of the sales activity through their sales automation tool, the Customer required a dashboard module which would also enhance performance and the ability to deliver functions through their website.

AgreeYa was engaged by the Customer to develop a Dashboard product.

The key challenges were:

• Constraints in meeting the Customer’s requirements using current web technology
• Performance
• State-of-the-art interface

Based on the Customer’s requirements and the constraints with current web technology, AgreeYa evaluated different products and recommended a new product, Adobe Flex, to build the Dashboard.

AgreeYa worked closely with Adobe to learn about using Flex and recommend developments in the product. Flex was a very new technology with no major industry help available, therefore AgreeYa performed detailed research and developed a framework /architecture to suit the Customer’s requirements.

AgreeYa delivered the project using an iterative model for Rich Internet Application Development (RIA). The Dashboard was fully developed from scratch by AgreeYa with functionality explanations of the screen layouts provided by the Customer. The screen functionality included:

• Performance Dashboard
• Activity Dashboard
• Benchmarks and KPIs
• Effectiveness and Pipeline History

The key benefits realized from this project include:

• Structuring and optimizing sales processes for the Customer’s clients
• Easily understandable graphical statistics for comprehensive management review
• Consolidated data on the sales position, pipeline, sales effectiveness, and each salesperson’s performance
• Simple, easy-to-use application with drill-down graphical reporting

The Dashboard was developed using Adobe Flex 1.5, Adobe Flex 2 with LCDS.