ScreenRoot

BACKGROUND

Please describe your company and position.

 I am the Head of Technology of an LMS Provider

Describe what your company does in a single sentence.

A mobile-first LMS that enables corporates to train employees at scale.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScreenRoot to accomplish?

• Design our Web App for learners
• Design our Admin Console - Mobile Content Management System
• Re-design our mobile apps for learners on Android and iOS

SOLUTION

How did you find ScreenRoot?

• Online Search
• Referral
• Other

Why did you select ScreenRoot over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from ScreenRoot were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

1. Redesigned the mCMS (Mobile Content Management System) that allows LMS admins to create and publish content, manage users, dashboards and analytics for reporting, and polls, surveys, feeds for engagement 
2. Revamped the mobile apps for learners to provide an intuitive, seamless experience for frontline, deskless workforces who are always on the move.
3. Revamped the web app for learners who could continue their courses on laptops

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

1. Enhanced ease of use for our clients who created content, accessed reports, dashboards and created employee engagement activities on the LMS. This was measured through qualitiative feedback, and also increase in average time spent on the LMS.
2. Increase in time spent by learners (average session time) on mobile, after we deployed the simple but sleek new user interface.
3. Helped decision makers to shortlist us as the easiest LMS to get started with, as learning curves were reduced for both L&D teams and frontline workers.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• It was a breeze working with their PM and rest of the team. They were easy to reach out to and what stood out was their availability. We had a clear kick-off plan, submitted our requirements and then had weekly review sessions where they valued our feedback.
• They understood our industry, target audiences (L&D and HR teams, and frontline staff), and the need to design something that was not just aesthetically pleasing, but very simple to use for admins and learners.
• Their ability to share insights about our own industry, and integrate them into the product was unparalleled. Their ability to prioritise was commendable, as ours was an enterprise product with dozens of features. 
• Their deliveries were on time, and in sync with our product and development team that worked in sync to deploy the new interface in a phase wise manner.

What was your primary form of communication with ScreenRoot?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

• They were like our extended team rather than just another service provider. Their team built a strong working rapport with ours from the get-go.
• Their working style was an open office layout rather than siloed cubicles - which we liked.

Are there any areas for improvement or something ScreenRoot could have done differently?

Nothing that comes to mind.

BACKGROUND

Please describe your company and position.

I am an executive at YES Securities

Describe what your company does in a single sentence.

Full-suite brokerage and investment products company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScreenRoot to accomplish?

• Design new broking (transaction) mobile app and website
• Design new marketing website
• Modernize the overall functional and aesthetic experience

SOLUTION

How did you find ScreenRoot?

Referral

Why did you select ScreenRoot over others?

• High ratings
• Great culture fit
• Company values aligned
• Best met design-function balance

How many teammates from ScreenRoot were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The larger scope was a complete overhaul of our legacy transaction mobile app and website. This includes -

1. Design of flutter-based post-login transaction mobile app for registered users
2. Design of post-login transaction website for registered users 
3. Design of SEO optimised pre-login/ marketing website

For the transaction modules, the product design approach required that the design agency deliver a modern, differentiated UI and elevated UX without, at any stage, de-prioritizing the functional efficiency or regulatory guidelines.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

1. Timely delivery
2. End-product design consistency
3. Design-to-Development conversion accuracy 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project team was regularly engaged on progress and closely managed TATs. All items were delivered on time or within reasonable variance from set timelines. The team was always approachable. They also were open to iterations where well-reasoned/ ideals matched.

What was your primary form of communication with ScreenRoot?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Do not compromise on their design-driven opinion to simply "meet" or agree with client's asks. They always present reason for choosing an alternate approach. Owing to this, we ended up developing a lot of unique tools and features in the end product.

Are there any areas for improvement or something ScreenRoot could have done differently?

No, nothing major/ material. It would help if the multiple rounds of design feedbacks and collaboration would be better recorded for future reference/ lookback

BACKGROUND

Please describe your company and position.

I am the Product and Engagement lead of a financial services company 

Describe what your company does in a single sentence.

Leading Indian private sector bank

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScreenRoot to accomplish?

• Create a state of the art UI for our all new Retail mobile banking application

SOLUTION

How did you find ScreenRoot?

Referral

Why did you select ScreenRoot over others?

Company values aligned

How many teammates from ScreenRoot were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Mandate was to design a new age UI while ensuring intuitive UX a for all new Retail banking mobile application. Key Deliverables: 

• User Research Report 
• Wireframes 
• Interactive Prototypes 
• Visual Design Mockups 
• Design System 
• UI Assets 
• Final Design Deliverables 
• Support and Maintenance

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Customers adoption to new app 
• Transition from old mobile app 
• Engagement metrics 
• Monthly Active user/Registered base

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The UI/UX agency demonstrated exceptional project management throughout the collaboration, ensuring timely delivery of all key deliverables. They maintained clear communication channels and provided regular progress updates, keeping us informed every step of the way. In terms of timeliness, they consistently met or exceeded deadlines for each phase of the project. 

From the initial research phase to the final delivery of design assets, they adhered to the agreed-upon timelines without compromising quality. Moreover, their responsiveness to our needs was commendable. They were always available to address any questions or concerns we had, promptly providing solutions and guidance whenever needed. 

Whether it was implementing feedback, making revisions, or accommodating last-minute changes, they were proactive and accommodating throughout the process. Their proactive approach to project management, combined with their responsiveness and commitment to meeting deadlines, ensured a smooth and successful collaboration. Overall, their project management was exemplary, and their dedication to delivering exceptional results made them a pleasure to work with.

What was your primary form of communication with ScreenRoot?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most about Screenroot was their unwavering commitment to excellence and their exceptional level of expertise. They not only understood our project requirements but also took the time to deeply understand the needs and preferences of our users. This customer-centric approach ensured that every design decision was driven by enhancing the UX. 

Their creativity and attention to detail were unparalleled, resulting in a retail banking app that not only met but exceeded our expectations. They brought fresh ideas to the table and demonstrated a willingness to push boundaries to deliver innovative solutions. Additionally, their professionalism and responsiveness were remarkable. 

They maintained open lines of communication, addressed our needs promptly, and consistently delivered high-quality work within the agreed-upon timelines. Overall, what made this company truly impressive was their ability to combine creativity, expertise, and professionalism to deliver a product that not only met our goals but also delighted our customers. Their commitment to excellence set them apart as a truly exceptional UI/UX agency.

Are there any areas for improvement or something ScreenRoot could have done differently?

While our experience with ScreenRoot was overwhelmingly positive, there are a few areas where they could potentially improve: 

• Streamlining Communication Channels: Although communication was generally smooth, there were instances where consolidating communication channels or utilizing project management tools more effectively could have enhanced efficiency. 
• Providing More Detailed Documentation: While their design work was exceptional, providing more comprwehensive documentation, especially regarding the rationale behind design decisions and the implementation of the design system, could have facilitated smoother handoff to our development team. 

Overall, these areas represent opportunities for ScreenRoot to further enhance their already impressive services and solidify their position as a top-tier UI/UX agency.

BACKGROUND

Please describe your company and position.

I am the President and Head - Technology and Operations of Nuvama Wealth Management

Describe what your company does in a single sentence.

Nuvama is a Wealth Manager based out of India with significant interests in Wealth Management, Asset Management and Capital Markets.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScreenRoot to accomplish?

• Digital presence for Nuvama Wealth Management

SOLUTION

How did you find ScreenRoot?

• Referral
• Other

Why did you select ScreenRoot over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from ScreenRoot were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We were seeking a digital presence for our clients and key stakeholders like shareholders, regulators. This was a critical project because it was part of a larger marketing piece which involved rebranding of the firm and its assets. The projects involved

1. creation of web site
2. design and execution of the same
3. content and proofing
4. execution and proofing

There were stiff deadlines as the release of the web site had to coincide with the larger marketing campaign release.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Timely delivery of the project

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Excellent project management. Responsive team with great inputs on every aspect of the project. Partnership approach to the project as opposed to a vendor approach. Flexible in accommodating changes and yet committed to timely delivery.

What was your primary form of communication with ScreenRoot?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

We were impressed by their value system and deep commitment to our needs. They had a responsive approach and were practical in execution.

Are there any areas for improvement or something ScreenRoot could have done differently?

Content writing could have been better.

BACKGROUND

Please describe your company and position.

I am the Associate Director - Market Intelligence and Analytics - Product and Presales of Crisil Limited

Describe what your company does in a single sentence.

CRISIL is a leading, agile and innovative global analytics company driven by its mission of making markets function better. We are India’s foremost provider of ratings, data, research, analytics, and solutions. A strong track record of growth, culture of innovation and global footprint sets us apart. We have delivered independent opinions, actionable insights, and efficient solutions to over 100,000 customers.

Our businesses operate from India, the United States (US), the United Kingdom (UK), Argentina, Poland, China, Hong Kong, Singapore, and the United Arab Emirates (UAE). We are majority owned by S&P Global Inc., a leading provider of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScreenRoot to accomplish?

• Help with Designs on various products and solutions we provide to our clients

SOLUTION

How did you find ScreenRoot?

• Referral

Why did you select ScreenRoot over others?

• High ratings
• Great culture fit

How many teammates from ScreenRoot were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Provide with wireframes and visual designs for multiple products and solutions that we offer to our client.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Timely completion of wireframes and designs

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Screenroot has been very professional and have delivered on time. The quality of their delivery has been quite good.

What was your primary form of communication with ScreenRoot?

• Virtual Meeting

What did you find most impressive or unique about this company?

Screenroot really understands our requirements and adapts to the same. They have a knack of balancing the visual creativity with user experience and ease of use.

Are there any areas for improvement or something ScreenRoot could have done differently?

None. They have met our requirements satisfactorily

BACKGROUND

Please describe your company and position.

I am the Senior Product Manager of an education company

Describe what your company does in a single sentence.

Ed-tech company working on solving access to education for the underserved using technology and conversational AI.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScreenRoot to accomplish?

• Design an app for our conversational AI platform
• Design and build a website for the conversational AI platform

SOLUTION

How did you find ScreenRoot?

Online Search

Why did you select ScreenRoot over others?

• Referred to me
• Spoke to their clients who had great things to say

How many teammates from ScreenRoot were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of the work is to brainstorm, conceptualise, conduct user research, and create UX and UI designs for a complex B2C and B2B app. The key deliverables include user research reports and UI/UX design files for the apps.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We have over a million downloads of the app on the Google play store, with about a 4.2/4.3-star rating.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They are highly responsive to our needs and requests, but the time of delivery of items is sometimes a negotiation given the constraints. Some of their project managers are proactive and manage work, timelines, and communication very effectively while others could do better.

What was your primary form of communication with ScreenRoot?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They are great at being open to feedback and working within constraints, which is essential for a design agency where a lot of brainstorming, creativity, and back and forth is required.

Are there any areas for improvement or something ScreenRoot could have done differently?

The project management team can take up more responsibility. The designers could share more evidence while suggesting UX and do a better job of keeping the app constraints in mind.

BACKGROUND

Please describe your company and position.

I am the Head of Product of RapiPay Fintech Pvt Ltd

Describe what your company does in a single sentence.

Fintech firm that offers various financial products like - Money Remittance, AEPS, Loans, micro ATM, PPI Wallet, Neo-banking

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire ScreenRoot to accomplish?

• Designing UI and UX for our Neobanking App
• Do this in record 1 month time

SOLUTION

How did you find ScreenRoot?

Referral

Why did you select ScreenRoot over others?

• High ratings
• Referred to me

How many teammates from ScreenRoot were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We were starting to build a consumer facing neo banking application that offers various products like - PPI wallet, cards, CASA, Loan, Investment, etc. The key challenge was to define the character and personality of the app - esp for our relevant TG. Also we were short on time. So we wanted to hire an agency who could not only do wireframing, but development ready designs including design components for close to 300 screens in a matter of 1 month.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Development ready designs were delivered for all 3 platforms - web, Android and iOS - close to 300-350 screens within a period of 1 month.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, I must mention that Priyanka - being their senior most resource was helping in project management and all kinds of critical inputs to design thinking.

What was your primary form of communication with ScreenRoot?

Virtual Meeting

What did you find most impressive or unique about this company?

Their commitment, repository of ideas, experience, and accommodating attitude were impressive.

Are there any areas for improvement or something ScreenRoot could have done differently?

I think, they can work on their business model/pricing a bit, so that even small companies like us can enter into a long term engagement with them.

BACKGROUND

Please describe your company and your position there.

I am the COO for a Sports Tech Company based from Mumbai, India.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ScreenRoot, and what were your goals?

We hired ScreenRoot for our UI & UX Development Solutions to help us understand and streamline workflows to better the overall experience that a user receives upon landing.

SOLUTION

How did you select this vendor and what were the deciding factors?

ScreenRoot has participated with some of our partners in their previous projects and have completed the work with diligence and great expertise and hence wouldn't miss an opportunity to work again with them.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

UI & UX customizations for Mobile App & Microsite, Sales Pitch & other digital content.

How many resources from the vendor's team worked with you, and what were their positions?

Two project managers were assigned to be our main point of contact throughout the projects.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Partnering with ScreenRoot Technologies was the first and single most important decision I took as a founder of a Sports Tech startup. With ScreenRoot Technologies, we found a true collaborator to help transform our ideas into a digital sports solution. User experience was always given the highest priority. As in any tech development life cycle, there were challenges, bugs, roadblocks, and occasional pivots.

However, Priyanka and the team were always available, and just a phone call away, which was very reassuring. Our ad-hoc requests were handled in an expedited manner, and we were kept in the loop. Getting an outsider's perspective was crucial in discovering our weaknesses, with multiple suggestions offered for drastic improvements.

We removed unnecessary features, explored better ways of communicating our core functionality, and prioritized a redesign to take advantage of newer opportunities that we had not considered before the review. It's details like these that help us effectively expand and grow.

Describe their project management style, including communication tools and timeliness.

The project managers were easy to communicate with and provided frequent updates. As because of the pandemic all communications were made online but this did not hamper the work productivity for us. Everything was delivered on time and we received ample warning if a deadline wasn't going to be met.

What did you find most impressive or unique about this company?

Their mobile app development skills blew me away, They knew everything about UI & UX execution. Since this was our first mobile app. they were also patient and willing to walk us through their process as we journeyed with them.

Are there any areas for improvement or something they could have done differently?

None.

BACKGROUND

Introduce your business and what you do there.

I am a senior digital marketing manager for an infrastructure development company located in Bombay, India. I lead the website design process.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with ScreenRoot?

We needed to revamp our website — it was 4–5 years old and we also wanted to redesign and redevelop it, which is where ScreenRoot came in.

SOLUTION

What was the scope of their involvement?

They've redesigned the website completely from scratch. They've used PHP, custom CSS, and CMS. Additionally, the major work that ScreenRoot has been involved in is around designing the UI/UX of the website.

What is the team composition?

There are two full-time people who were in touch with us. In addition to that, there are multiple people behind the scenes. There is also another development agency involved and some seniors who join calls.

How did you come to work with ScreenRoot?

We were scouting through a lot of other agencies. Since we are a company within a $15 billion group, a lot of other companies within our group had worked with ScreenRoot before, so we got good references from them.

Our IT team had also evaluated their quality of work and they gave us a thumbs up. We also had three agencies do some pitch presentations and ScreenRoot was the best.

How much have you invested with them?

We’ve spent roughly $60,000.

What is the status of this engagement?

We started working together in January 2021 and our partnership is still ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

It's been around a month since we went live with the website. We're still stabilizing it for the different performance parameters, but within the next few months, we will be able to measure new visitors, page load speed, rankings, and other KPIs. Currently, the conversion rates for the landing pages are very nice.

How did ScreenRoot perform from a project management standpoint?

We don't use any project management tools and communication is typically through Teams, WhatsApp, and calls.

What did you find most impressive about them?

ScreenRoot’s design process and skills are most impressive. They bring their skilled design team to the table very well and it has been a major differentiator. 

Are there any areas they could improve?

At this point, there is nothing to improve.  

Any advice for potential customers?

It’s a good process and you should give them a try.

BACKGROUND

Introduce your business and what you do there.

I’m the assistant VP of digital at TATA Capital, a financial institution.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with ScreenRoot?

We were looking for a company that could help us revamp our website. We wanted them to not only look at it from a design standpoint but also give us ideas on what the missing functionalities were on our website. 

SOLUTION

What was the scope of their involvement?

ScreenRoot revamped our website’s design. With each feature, we gave them the requirements and they designed the frontend for it. For example, if we wanted a way for customers to use WhatsApp to drive leads for loans, ScreenRoot would design the content to make sure that the customer journey would be acceptable. It’s a business-driven project. 

Now, they continue to look after the website design and coding, handling content placement and strategy in addition to adding new products. 

They also manage the designs for our iOS and Android mobile apps. One of them is a complex solution that functions as a corporate credit card. Users have a specific credit limit they can draw from to pay for their invoices. They can also use the app to get approvals, see updates on existing limits, and enhance their funds. The second project is an investment app.

What is the team composition?

We’re in contact with the founder on a daily basis — he’s very approachable — and regularly speak with the head of project management. We’ve also had about three project managers so far. I interact with 3–4 designers, and there’s the sales head, too, who has since left the company.

How did you come to work with ScreenRoot?

We had multiple interview rounds with various partners to identify who would be the best fit in terms of cost, scalability, and more.  

We’d heard about ScreenRoot through the grapevine in the financial services industry. Our team did some research and saw that they were very good. They also came very well prepared for the pitch compared to the others. They currently work with one of the leading banks in India as well. 

In the end, we chose because they made a lot of points that we liked and had a good support plan.

How much have you invested with them?

We’ve spent about $100,000.

What is the status of this engagement?

We started working together in January 2019-ongoing. The engagement has increased in the last two and a half years since we contracted them.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

For the website, we look at it from a purely analytical standpoint. We base our success on the bounce rate, the exit rate, and the time spent on the page itself. These metrics have significantly improved over the last two years. The main thing that’s very important for us is the speed, which we track on a regular basis. After having multiple discussions with their team, they’ve notably improved our site speed. 

Our search rankings have also improved overall. They work with our SEO team to ensure that whatever requirements we have, from metatags and meta descriptions to separate pages and keywords, are done by both teams. As a result, the number of visitors to our website has increased exponentially over the last three years.

Regarding the mobile apps, we launched the solutions for our corporate customers to service their existing loans in March 2020. The apps have done well, generating a huge amount of revenue for us over the last year. That has especially helped us during the pandemic. People like and use the apps on a regular basis.

How did ScreenRoot perform from a project management standpoint?

ScreenRoot’s project management is pretty bang on. Most of the requirements are understood properly, and the project managers ask the right questions. They don’t shy away from saying they don’t understand something. They’re eager to learn. 

Overall, they’re very good to work with and they’re usually spot on with the timelines. There have been a few timelines missed by a week or so, which is understandable in any project. The team delivers quality, and I can check their tasks each week through a Google Sheet.

What did you find most impressive about them?

Even though I’ve never visited their office, I can still convey my ideas to their team. Their ability to understand a project is second to none. If they don’t understand, they just ask questions. After I explain my point, they deliver the component exactly as I’ve imagined it. 

Are there any areas they could improve?

Since they focus on quality, sometimes they miss certain timelines. They still deliver within the limits we usually set out, though. If it’s a larger project, we usually buffer for 1–2 weeks in case there are design and wireframe changes and coding issues.