The Solution
Promote Insights is a SaaS based application that uses AI and ML to reclassify spend. The platform helps its customers through:
Improving data accuracy by suggesting and reclassifying spend data providing a more accurate view of their spending.
Providing better decision-making: With more accurate data, Promote Insights’ customer can make better decisions about where to allocate resources, identify areas where cost savings can be achieved, and gain insights into spending patterns.
Enhanced compliance: By reclassifying expenses to comply with regulatory or internal requirements, organizations can reduce the risk of penalties or fines.
Increased efficiency: Spend reclassification can help streamline processes and reduce manual efforts associated with categorising expenses, saving time and increasing efficiency.
Improved vendor management: By analysing spending patterns, Promote Insights’ customers can identify their top vendors, negotiate better rates or contract terms and mitigate supply chain risks.
Better financial reporting: Accurately classified expenses can provide a more comprehensive view of financial performance, making it easier to produce financial reports for internal or external stakeholders.
The Technology
Frontend – React.js, MSAL, Modified Material UI (MUI)
Backend – Azure Serverless, Azure integration services
Database – Postgres
Identity – Azure B2C
Integrations – SAP BTP, SAP S/4HANA, SAP Ariba
The Design
Beta Digital, in collaboration with Promote Insights, developed a product tailored for the government and enterprise sectors. Our team adopted a collaborative approach by dividing into two major streams: Experience and Technology.
The Experience stream employed a human-centered design approach to cater to the needs of Promote Insights’ target users. Through user research, persona creation, wireframe & prototype development, and usability testing, the team ensured the product's intuitiveness and user-friendliness. Additionally, Beta Digital created a design system with a strong emphasis on accessibility to comply with industry standards and cater to a diverse range of users.
The Technology stream focused on essential SaaS pillars, such as DevOps, Core infrastructure (Multitenancy), Security, Data, Identity, Application, Integration, and Monitoring, during the design phase. This ensured that the product had a robust technical foundation that could meet the requirements of the government and enterprise sectors.
The Build
Beta Digital successfully implemented their collaborative Agile methodology to develop and deliver the platform/application into a beta phase, which was followed by a successful go-live.
Throughout the entire built phase, Beta Digital and Promote Insights collaborated seamlessly, working together as one team. The success of this collaboration was due to the regular communication between the teams, which was bolstered by the high level of project visibility and ultimate transparency. This ensured that all stakeholders were up to speed with the project's progress and any potential issues could be addressed promptly.