Portable Sales Web Application

Abstract

The purpose of the thesis was to implement a portable sales web application, which is capable of running on a tablet, laptop or desktop computer, working as a financial sales tool. The application request was from FA Solutions Oy, a Finnish software company located in Helsinki, which helps their customers by providing financial IT solution, as they planned to expand their current product set with this application. The name of the application was later defined as FA Sables Mobile. The application was designed to be used by salesmen from financial firms, who promote financial related products. With the help of the application, they will be able to follow the sales activities and to work with customer oriented sales. In specific, the core functionalities of the application were customer resource man- agement (CRM) features and the ability to start and close a financial proposal or contract on a portable device. Other functionalities include report of salesmen ac- tivity, managing documents and configuring new sales processes. All features of the application mentioned above were achieved; the application has been demonstrated and reviewed by different customers. The result indicated that all planned objective were completed and all requirements met. So far there are several customer deployments and the continuous development is still ongoing as more requirements are raised up by the customers.