Development of an Interactive Demo Application for Non-Technical Client Presentations

The client faces difficulty in enabling sales representatives to effectively demonstrate a complex, technical data connectivity platform to potential clients without requiring technical expertise. Additionally, ensuring secure handling of real data during live demonstrations and maintaining alignment between frontend presentation and backend processes are critical challenges.

A mid-sized SaaS provider specializing in data connectivity platforms, seeking to equip its sales team with an intuitive demo tool to showcase complex solutions to potential clients.

• Create a user-friendly, intuitive interface suitable for non-technical users to showcase the platform’s features.
• Implement frontend components that seamlessly integrate with existing backend systems, ensuring real-time data and functionality alignment.
• Incorporate secure data handling practices, including authentication and data privacy measures, to protect sensitive information during demos.
• Enable uploading and previewing of custom data files to allow personalized demonstration scenarios.
• Facilitate secure access via Two-Factor Authentication aligned with organizational security standards.

• User-centric interface based on user scenarios and feedback to enhance usability.
• Data upload module permitting CSV files with attribute mapping for customization.
• Preview functionality for uploaded data to assist in demonstration preparations.
• Integration with backend systems to display real-time data and process flows.
• Implementation of Two-Step Authentication using organizational security tools (e.g., OCTA).
• Responsive design compatible with various devices for flexible presentation contexts.

• Backend data systems for retrieving and displaying live data
• Organization’s authentication platform for Two-Factor Authentication
• Data storage systems for uploaded CSV files

• High security standards with role-based access control and data encryption
• Ability to handle multiple concurrent users with minimal latency
• Scalability to accommodate increasing data sizes and user base
• Compliance with organizational data handling and security policies

The development of an intuitive, secure demo application is expected to streamline the sales process, enabling representatives to more effectively demonstrate platform capabilities, thereby reducing demo setup time and increasing sales conversion rates. Anticipated outcomes include improved user engagement, enhanced presentation quality, and a measurable boost in sales performance metrics, similar to previous implementations where sales efficiency improved significantly through tailored demo tools.