Miguel Salinas, an innovation manager for an investment bank, is attending SaaStock in search of startups that can help him achieve several goals at his bank. Miguel wants to increase the digital capacities of the company and is looking for startups that develop services for the purpose. This is where Open as App provides value.
Miguel Salinas [name changed], an innovation manager for an investment bank, is attending SaaStock in search of startups that can help him achieve several goals at his bank. Miguel wants to increase the digital capacities of the company and is looking for startups that develop services for the purpose.
He just listened to Open as App’s pitch at the semi-finals and decided he would drop by their booth to find out more. He stops by and starts inquiring about their tool and its capabilities. As they demo the app creation platform for him, he’s focused on thinking how all of this could help him lead innovation at his company.
A multitude of app ideas pops up in his head. He’s already imagined dashboard apps for the management board but also apps for the staff in the branch, to provide clients with individual financial recommendations on the spot. Miguel also wants to create a type of list app that will help him in his role as an innovation manager to keep track of new and interesting companies he meets at SaaStock that can help him further the goal of increasing the bank’s digital capacities.
Of course, he’s also concerned about the security of the data, and whether the platform supports database integration. As it turns out, creating an app offers greater security for the data, by limiting access to the original spreadsheet, while at the same time offering greater efficiency and user-friendliness.
List apps are a frequent use case for Open as App. From simple contact lists to whole CRM-type apps, these are some of the most popular apps on our platform. As in the case of Miguel, this type of app can help in keeping track of companies that he wants to recommend to his management peers.
Here’s why Open as App has been useful to Miguel and how you can use it to create your own list app, for your own purposes.
Heading over to SaaStock, Miguel had several things in mind. Speaking to his bank’s CEO, Helen, the week before the event, they discussed a number of priorities that Miguel should focus on.
Helen told him: “We want our teams to be digital and our clients to believe in our digital competence. Yet, we still share and even print Excel files and waste time turning them into PDF reports. No way! I think we have a great chance to stand out, in particular with regards to digitizing and sharing company reports and adding mobile readiness to them.”
After their talk, Miguel made a short summary of the priorities that he, as the innovation manager, would focus on in the coming months and during his attendance at SaaStock. These included:
After Miguel met with Open as App at SaaStock, he decided he would give the platform a try over the weekend. His first goal was to create a trend scouting list app, something to help him keep track of the many startups he’d met and spoken to at the event.
Innovation management is an essential aspect of every enterprise’s functioning. As an innovation manager, Miguel must keep an overview of the capabilities in a company, and determine when and how to develop and upgrade these.
To do so, he must be aware of the various structures and how they enable or impede the development of new capabilities. He must also understand the company culture and how to make the best use of it, so as to succeed in implementing changes. Finally, he must develop a strategy that is aligned with the overall business goals and does not disrupt them unnecessarily.
Scouting for opportunities to develop a company is a central aspect of Miguel’s job. How to best collect and analyze data about such opportunities is a frequent challenge that Miguel faces, and typically Excel lends itself as the most immediate solution.
Of course, when scouting for trends and opportunities, for an innovation manager like Miguel it all starts with a spreadsheet. Data must be gathered and ordered. Unfortunately, while it is a great tool for keeping records, Excel isn’t so handy when it comes to keeping an overview of those records, maintaining them, and recognizing opportunities at a glance.
This is one of Miguel’s personal challenges which he is determined to resolve as soon as possible, so as to address the issues he and Helen discussed. Moreover, he also recognizes that the widespread use of spreadsheets or PDF reports created from them in the bank makes processes clumsy, drags out meetings, makes collaboration inefficient, and compromises data security.
An app, on the other hand, would retain the tight security standards at the bank while allowing for much greater efficiency in working with the data, because it is so easy and convenient to use. So he is also determined to see if Open as App can’t itself become one of the tools that will drive innovation at the bank, not just for him personally.
With all of this in mind, Miguel sets out to create his first app with Open as App over the weekend.
It’s Saturday morning and Miguel sits down to give Open as App a try. His wife isn’t happy about him working on the weekend, as he’s been away all week. But to both their surprise, it only takes Miguel 20 minutes to create his app from start to finish, including its layout and design.
He imports his spreadsheet list of interesting startups and tech solutions he’s recently encountered into Open as App. The spreadsheet is immediately recognized by the platform, along with all its different categories and various cell formats. Instantly, Miguel has a prototype of his app and only needs to rearrange columns, select extra features like in-app-calls, or allowing users to edit fields and he changes the look of his app.
Seeing how easy and fast it is for him to create an app, Miguel shoots off an email to his team and management to share the app. To him, Open as App offers a solution to both of his challenges – creating a good list app, as well as introducing a new tool to improve digital capabilities at the bank.
Miguel’s app is met with a lot of support and enthusiasm and within days he invites Open as App to the bank’s internal innovation days to present the platform. He also sets up a demo project for the head of sales because of the potential Open as App holds for the sales team.
Miguel’s challenges included creating an app to assist him in driving innovation as well as finding digital solutions for the bank. Open as App helped him tackle both of these challenges for the following reasons:
All of these advantages are applicable regardless of the type of app you want to create. Miguel created a list app for himself, but his colleagues used Open as App to resolve their own challenges. The only condition for using the app creation platform is to have structured data in a spreadsheet or a database.
When creating his list app, Miguel wanted to include all the relevant data that he needed to assess the trends and tech solutions he was following. His idea for the app was that it should help him access and work with all the relevant information in an easier and more fluid way. Here are some of the key features that he included in his app:
With this app, Miguel has all his list of innovation possibilities directly on his mobile device. This is particularly useful and important when he visits the next summit. There he can input new information on the go – something that would be very difficult to do with a spreadsheet on a mobile device. Moreover, the app also provides him with an instant evaluation of the data through charts and graphs.
The primary requirement for Miguel to create his app was to have all his data in one spreadsheet, organized and structured in a consistent way. This included all the charts and graphs he wanted to have in his app, as well as all the categories of different data, and how they relate to each other.
Since Miguel had been keeping all this data in a spreadsheet already, there was little to be worked on the data itself and all he needed to do was to upload the spreadsheet to Open as App and perform the following steps:
These steps are all it took for Miguel to create his app in about 20 minutes. Yet, this minor investment in time has a big payoff for him as now he is able to keep track of all his ideas and projects for innovation at the bank with very little effort. His app is always accessible on his phone, and he has all the latest information available at hand.
Moreover, his data is securely stored, inaccessible by anybody who Miguel hasn’t shared the app with. The same goes for the apps created by his colleagues which now allow them to service clients in a faster and much more efficient way or to share reports internally with less effort and in real-time.
Would you like to try creating your own list app? Thanks to our Free plan, you can get started with Open as App straight away, and build your first app within minutes. If you’re happy with the result, you can get access to more functionalities and features by subscribing to our Basic our Enterprise plans.