Cegid

Simplifying small business accounting

Services

Industries

Built for improvement

Bringing payments, invoices, and accounting together into a single mobile solution

  • Challenge

    French entrepreneurs desired a single tool that brought together payments, invoices, and accounting to monitor the financial health of the business in real-time.

  • Solution

    Design, build, and launch a mobile app that would deliver new value to entrepreneurs and help Cegid, France's leading accounting software provider, expand their reach from B2B to B2C.

A little je-ne-sais-quoi

  • The results

    Cegid Flow is the first B2C mobile app for Cegid. We explored several visual directions to establish the striking style of the Cegid Flow app, which takes the existing Cegid brand and pushes it into the future, in a playful way.

    The app is organized around a dashboard that provides at a glance all the information the Entrepreneur needs: how much is in the bank, what is owed to them, who they owe; as well as a visual comparison of monthly ingoings and outgoings. From the dashboard, the entrepreneur can then navigate to multiple views of the company’s financial situation.

    Implemented on iOS and Android, the application is fully integrated with the CPA’s existing solutions and systems – facilitating improved collaboration between entrepreneurs and their accountants. With Cegid Flow, accountants can now focus on where they bring the most value: advising their clients on the growth of their business.

“This app is such a time saver! We’ve been doing all we can to become paper-free! And on top of it, you’re going to make my accountant ecstatic.”

Nathalie, Entrepreneur

A phased approach for fast results and long-term success

  • Co-creating with customers

    The French tax system is very complex. We placed small business owners and their accountants at the center of our approach to ensure usability. Using a highly collaborative process, Method co-created a solution with both entrepreneurs and accountants. 

     

    This enabled us to create the right value proposition from the beginning and prioritize features for the MVP that genuinely catered to unmet needs and would seamlessly fit into daily business life.

  • Design-led engineering

    Our design and engineering teams worked closely with Cegid’s product manager to identify the highest priority features for the application roadmap. We included regular user validation sessions during the design and build process, informing our decisions with real insights. 

     

    From testing and collaborating in person, to running as a remote and distributed team during the pandemic, we remained focused on maintaining close ties with our client partners and soliciting active user feedback.

  • Built for improvement

    To support Cegid Flow’s product strategy for the long term, we captured user-generated behavior via event analytics and created dedicated dashboards that visualize key app usage metrics that were selected in line with user behavioral drivers. 

     

    This strategy enables Cegid Marketing and Product teams to clearly understand at scale how the Flow app is performing with users. In turn, they can map these usage metrics to business priorities and product KPIs to inform the product roadmap.

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