ScreenRoot

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 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.

BACKGROUND

Please describe your company and your position there.

I work as Digital Marketing Manager at Dr Reddys who is responsible for Different product deliveries & build automated assets.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire ScreenRoot?

We wanted to come up with our own digital Asset for the organisation. The intent was to engage as many doctors as possible who we reach out to. This would help us gain insights and behaviors of different users which is both customized and personalized.

SOLUTION

How did you select this vendor?

We evaluated couple of agencies who we already worked with us and who delivered some of the best projects for our company. We are happy that Screen root has been part of our project and they brought expertise which helped us gain traffic of 50k within first month of the launch.

Describe the project in detail and walk through the stages of the project.

DRL has been spending quite some on Digital platforms & however, DRL is not sure who the audience is. Data has become such a crucial ingredient to understand and cater to the audience needs. In addition to this, DRL understood that it can help updation/up-gradation of HCP knowledge in the space where its brands are available.

This triggered us to build a platform for HCP’s: Sweet spot for both organisation & our customers. Doc Vidya is DRL owned online website that is targeted to HCPs to drive change in their behavior and beliefs for our brands, molecules and therapy related initiatives. The website will influence change in behavior leading to high prescriptions.

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

Our team worked with one UX Designer & one project manager who delivered figma files as an end output.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Currently, we have 50K users within one month of go Live date.

How effective was the workflow between your team and theirs?

The team brought in the best industry practices and communicated regularly with us on what the improvisations that can be made based on different use cases. They also spent time during testing & QA which immensely helped in smooth execution of final product.

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

The involvement and the communication during the entire journey. (Research>>Design>>Testing>>Final delivery)

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

We faced some difficulty during transition between different resource. I think this is something that could've been improved.

BACKGROUND

Introduce your business and what you do there.

I’m the senior product manager at Harappa Education, an online institution that's building courses and curricula to bridge the skills gap currently in the workplace and preparing individuals for a better future. We’re located in New Delhi and have around 35 employees.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with ScreenRoot?

Our company started almost four years back. We had a clear proposition and wanted to quickly get into the market with our product. ScreenRoot was hired to do the entire UX/UI development. 

SOLUTION

What was the scope of their involvement?

ScreenRoot came up with all the wireframes and performed research based on the design brief we provided them. They provided the final deliverables as PSD files usable by our in-house development team. Most of the content was done by us, but they did provide some of it. They had a good understanding of our proposition.

What is the team composition?

We were assigned a project manager, who was our main point of contact at ScreenRoot. We always coordinated with him, and I managed the team on our side. ScreenRoot’s team varied in size across the engagement. There were 4–5 people assigned to our project on average, at any given time.

How did you come to work with ScreenRoot?

We were looking for agencies with certain design skills, good portfolios, and who’d worked for certain clients. We had discussions with a couple of other agencies as well, and we liked the thought process ScreenRoot presented. Their design methodology was quite impressive, so we moved forward with them.

How much have you invested with them?

The cost so far is around 21 lakh Indian rupees ($30,400 USD), and the total cost will be 25 lakh Indian rupees ($36,200 USD). Some parts of the work are still in progress and have not been paid for yet.

What is the status of this engagement?

We started working with ScreenRoot around June 2018, and the collaboration is ongoing. We’ve worked on a project-by-project basis and had a total of four projects since the beginning.

RESULTS & FEEDBACK

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

The work they’ve done has been found to be quite impressive by initial customers and certain partners. ScreenRoot has been very supportive in iterating with us and guiding us regarding how to collect feedback on our designs.

The go-to market has been quite smooth, and all our customers have loved the design. We launched a couple of months back, and we’re getting a really good response early on.

How did ScreenRoot perform from a project management standpoint?

There have been times when deadlines were not met, but not because of ScreenRoot’s inefficiency or bad project management. We needed extra hours to build certain designs, and ScreenRoot was upfront about possible delays. We understood that certain things were more complex than we envisioned at the time of the brief.

What did you find most impressive about them?

We’ve had a fabulous experience with ScreenRoot. As a product manager, I’ve learned a lot about how proper UI/UX is done. Their design methodology is all data- and research-driven, so they’re not dependent on 1–2 designers. There have been times when the team shifted and people were replaced, but that didn’t impact our work in any way. It’s been a smooth experience, and we wish to continue working with ScreenRoot for a long time.

Are there any areas they could improve?

There are no improvements I can recall, but there have been times when ScreenRoot overanalyzed certain things to reach customer satisfaction. They want their work to be perfect, but we’ve had to push them to kick deliverables out at times, rather than overthink them.

Turnaround times are important in business, so we can't wait for too much brainstorming and thinking around a particular deliverable. This is an area where they should manage how perfect a solution should be.

BACKGROUND

Introduce your business and what you do there.

I am the head of the marketing division of Karix Mobile Pvt. Ltd., a company that primarily provides messaging solutions such as SMS and email.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Screenroot?

We had a previous website that wasn’t designed well,  with bad UI/UX, and unorganized architecture. Our customers were having a tough time figuring out how to navigate site.

Screenroot was hired to create a new website for us to fix these problems and to increase our traffic.

SOLUTION

What was the scope of their involvement?

First, Screenroot defined a framework for us to understand the scope and requirements of the projects. Then, they developed a wireframe of our information architecture and how our content would be structured visually on WordPress. This step helped us clearly how our navigation was going to function and how our content was going to be organized on individual pages. After the final designs were approved, they delivered the HTML pages and finalized the WordPress sites.

What is the team composition?

We worked with a project manager and two developers.

How did you come to work with Screenroot?

Our previous company did not understand our business. I was new to Karix Mobile at the time and wanted to vouch for a company I knew could help the business. Screenroot met all my requirements and I was confident they could deliver quality results.

How much have you invested with them?

We invested ₹24 lakh rupees ($36,427 USD).

What is the status of this engagement?

We started the engagement in October 2017 and it ended in April 2018.

RESULTS & FEEDBACK

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

We saw a stark improvement between the older and newer website. The new website’s marketing automation gives us access to a robust and smoother lead management process as marketing automation. Our information architecture became much better, and our investors provided very positive feedback on the UX/UI. In the past, our customers didn’t even know who we were, but now, our site effectively markets our brand.

How did Screenroot perform from a project management standpoint?

We initially communicated almost on a daily basis and exchanged feedback. After we developed our project timeline, we communicated once a week as they continued to update us on their work. During implementation, our communication picked up again to discuss bugs and fixes. Overall, Screenroot made sure there was no gaps or misunderstandings between us.

What did you find most impressive about them?

Even though we only provided a minimalistic brief of our business, they were able to understand fully our business, our competition, and how to best represent our brand. They were very good designers and integrated a quality backend earlier than predicted. Screenroot was a one-stop shop and we relied on them from development to marketing.

Are there any areas they could improve?

Towards the end, they could’ve paid a little more attention to the design of the pages.

Do you have any advice for potential customers?

Make sure to clearly scope out the work and take the time to communicate your business’s needs. If you invest time and effort into your own project, they’ll do a great job.

BACKGROUND

Introduce your business and what you do there.

I am the manager of Mahindra Rural Housing Finance, a non-banking financial company that provides housing loans primarily for rural areas.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with ScreenRoot?

Our customers are not very well-versed in technology. Thus, we wanted to create a website that was easy to use, user-friendly, and attractive. We also wanted to recreate our perspective to be consumer-focused.

SOLUTION

What was the scope of their involvement?

ScreenRoot first conducted interviews and took the time to understand our business, challenges, and customers. They created a roadmap to outline deliverables, phases, and deadlines.

Their team developed the site’s initial version including the UX/UI, content, and features. Then, ScreenRoot tested the site for any bugs or errors. After an additional 6–7 months of smoothing out the code, they finalized the website.

What is the team composition?

We worked with a team of five including a sales specialist, designers, and developers.

How did you come to work with Screenroot?

ScreenRoot previously worked with our parent company. We were considering their company and four others, and they presented the best proposal.

How much have you invested with them?

We invested around $20,000.

What is the status of this engagement?

The engagement lasted from August 2017–April 2018.

RESULTS & FEEDBACK

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

It’s too early to show any consumer metrics. However, the day the website launched, our other industry executives and chairman applauded the professional appearance of the site. We also received a large increase in traffic to our site.

How did Screenroot perform from a project management standpoint?

They interacted with us on a weekly basis and set clear milestones. ScreenRoot consistently let us know about any delays. Their team made sure communication was smooth.

What did you find most impressive about them?

They were very flexible and very quick to accommodate to last minute changes.

Are there any areas they could improve?

They could improve their data management. We had some incidences where we had to resend them our data.

Do you have any advice for potential customers?

It is very important to map out what you want to do in your project. Make sure to help them understand your business and your requirements.