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Enterprise demo system

A robust system for creating custom demos quickly and without technical support

Building demos for sales meetings was adding too much time and cost to the sales process. We created an enterprise-wide demo system that gives sales reps the power to create their own demos in seconds on the fly.

We collaborated with a large health insurance company to create a system to take their sales meetings to the next level.

Our enterprise demo system lets sales reps quickly generate a custom demo of their member experience that reflects the look and feel and specific products and services that the representative wants to present to their prospective customer.

We developed a step-by-step process that allows the sales team to choose the products and services to include in their custom demo. They can also add customer-specific branding elements, and customize key features and programs to align with their sales presentation. Representatives can also save and password protect their demo and provide a link for their customer to access as they consider their purchase decision.

Prior to using the enterprise demo system, the sales team required our time and additional internal resources to build one-off custom demos in advance of their sales meetings. At times, it simply wasn’t possible to manually create a custom demo in time for their pitch. Using the standard demo was challenging for potential customers. They needed to imagine what their employees would see in an environment that was not custom to their needs.

The enterprise demo system gives sales representatives the ability to create a custom demo quickly and without outside support. Now their potential customers can see how the site will look for their employees instead of being distracted by services and features that aren’t relevant to them.

Key Business Benefits:

  • Gives sales reps the ability to create custom versions of their member portal without needing a developer
  • Provides the ability to customize the product offering, features, services, networks features in the demo specific to a prospect’d needs
  • Delivers analytics and metrics on usage for each demo created in the system

Used for:

  • Responding to RFPs
  • Sales and Marketing presentations
Enterprise Demo System Dashboard
A Step In The Demo Building Process
Woman looking at a mobile phont

Mobile app simulation using existing Figma libraries

Using our client’s existing UX pattern library, we built this demo to show prospective customers the depth of this global health insurance company’s mobile experience.
Group of people gathered around a computer on a table.

Medicare Plan Demo

Our member experience demos allow prospective insurance members to see how they can interact with their health plan online and which features they’ll be able to access if they choose the plan.
An image of buildings with columns suggesting government buildings

Medicaid Member Portal Demo

Highly-regulated government programs like Medicaid often have requirements that must be met in order to fulfill a health plan offering. We created a demo that communicated the depth and breadth of our client's offering to state governments.

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We’ve got this.

We’ve built literally hundreds of prototypes and demos. We know what it takes to efficiently simulate a robust site or app — whether it sits behind a login, or doesn’t exist in the real world at all. We‘ve refined our process to be as efficient as possible, without risking quality. We know the effort it takes to build a great demo, and we’ll deliver it on time and on budget.