Imagine Learning Case Study

Web Application Sales Tool & Real-Time Quote Generator

Client Goals & Project Objectives

Wallside needed a custom app to support their sales team in the field. While visiting on-site with a customer, the rep would need to be able to add windows to a quote, enter measurements for each product, and get an accurate estimate of the project including products and labor. This app would replace the handwritten form that had been used for years.

The Challenges

Needed to be easy to use on a tablet device to allow salespeople to enter all the necessary specs and measurements while walking through the home and interacting with the prospective customer.
Needed to include all of the possible variations of each product, and be quick to load so there wasn’t excessive page loading time during the sales call.

Company Overview

Imagine Learning is a leading Ed-Tech software company that specializes in developing adaptive language and literacy software for K-12 students. The company’s software uses cutting-edge technology to personalize instruction and provide engaging learning experiences for students.

Imagine Learning’s software is designed to support diverse learners, including English language learners and students with special needs. The company’s software also provides teachers with real-time data and insights to help them make data-driven instructional decisions. With a strong commitment to equity and access, Imagine Learning is significantly impacting the education landscape, helping to close the achievement gap and prepare students for success in college and career.

Industry Overview

The Ed-Tech industry is experiencing significant growth and innovation in software development. With the rise of remote and hybrid learning models, the demand for online education software has increased dramatically. Ed-Tech companies are leveraging emerging technologies such as artificial intelligence, machine learning, and blockchain to enhance the learning experience and improve outcomes. Additionally, the industry is seeing a trend towards personalized and adaptive learning software, which tailors content to the unique needs and preferences of individual learners. As the industry continues to evolve, Ed-Tech companies will need to stay ahead of the curve in software development to meet the changing needs of educators and learners alike.

Location

Taylor, Michigan

Industry

Window Manufacturer & Installer

Website

www.imaginelearning.com

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Our Approach & Solutions

Learning the Estimation Process

The designers and developers visited the Wallside factory to become more familiar with the manufacturing process, and then accompanied a sales rep on a call to watch each of the steps during the estimation. We then learned more about the products themselves, and the wide variety of options and specifications that could be built into each item.

Web-Based Application

Built-in React, the web-based application was designed to be simple and fast to load. Products are selected from an easy-to-scan menu of large icons and the user is led through the configuration of size and specs for each type of window. For each window product, logic is built into the code so that sizes or specs are not allowed if they fall outside manufacturing parameters.

“Magic Window” Configurator

Because Wallside manufactures its own products, they are capable of creating and building extremely custom window walls as well as standard sizes. This means any number, shape, and size of windows can be combined to create a custom window solution. Fusionary refers to this internally as the “Magic Window” configurator project because it allows the user to drag and drop any type of window into a grid of any size and maintain manufacturing parameters and accurate pricing.

Project Highlights

The app is now being used in the field by all sales staff, providing them with the tool they need to complete a sales quote in the field on the fly.
The roadmap includes new features like integrations with a CRM & a new ERP system to help reps complete the full sales process, from sales calls to signed contracts to manufacturing to online payment.