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Desenvolvimento de uma plataforma low-code em sales force automation
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Orientador(es)
Resumo(s)
Todos os dias surgem novidades no mundo das tecnologias de informação. Um conceito que surgiu há relativamente pouco tempo são as plataformas de desenvolvimento Low-Code.
Estas plataformas permitem que qualquer profissional sem grandes conhecimentos de programação seja capaz de produzir aplicações de grande valor acrescentado para as empresas.
Estando inserida numa empresa do mercado segurador e numa posição de apoio à equipa comercial da organização, foi-me dada a oportunidade de desenvolver uma aplicação empresarial através de uma ferramenta Low-Code, PowerApps em conjunto com outras aplicações que atuam de maneira suplementar, SharePoint e PowerAutomate, todos eles da Microsoft.
Esta aplicação tem como principal objetivo servir de apoio a todos aqueles que se encontram no terreno a negociar com os agentes e oferece duas funcionalidades essenciais para o processo de negociação ser o mais agilizado possível: Registo de Acordos de Incentivo e um Dashboard dinâmico com valores a serem atualizados diariamente.
Ao longo do relatório do projeto são explicadas quais as principais vantagens desta nova maneira de desenvolver aplicações assim como as grandes diferenças para os outros tipos de programação.
A metodologia seguida para a produção desta ferramenta foi o SCRUM e todas as fases do processo de desenvolvimento inerentes à mesma são explicados.
Após diversos sprints, alterações e testes foi possível concluir a aplicação, sendo que neste momento a mesma já se encontra em produção.
Every day there are new developments in the world of information technologies. A novelty that appeared relatively recently is the concept of Low-Code development platforms. These platforms allow any professional without a great knowledge of programming to be able to produce applications of great added value for companies. Being part of a company in the insurance market and in an area that supports the company's commercial team, I was given the opportunity to develop a business application using a Low-Code tool, PowerApps, together with other software applications that work in a supplementary way, SharePoint and PowerAutomate, all of them from Microsoft. This application has as main objective to support all those who are in the field to negotiate with the agents and offers two essential features for the negotiation process to be as streamlined as possible: Incentive Agreement Registration and a Dynamic Dashboard with values daily updated. Throughout this project report, the main advantages of this new way of developing applications are explained, as well as the great differences to other types of programming. The methodology followed for the development of this tool was SCRUM and all the phases of the development process inherent to it are explained. At the end of several sprints, it was possible to conclude this app, which is now in production.
Every day there are new developments in the world of information technologies. A novelty that appeared relatively recently is the concept of Low-Code development platforms. These platforms allow any professional without a great knowledge of programming to be able to produce applications of great added value for companies. Being part of a company in the insurance market and in an area that supports the company's commercial team, I was given the opportunity to develop a business application using a Low-Code tool, PowerApps, together with other software applications that work in a supplementary way, SharePoint and PowerAutomate, all of them from Microsoft. This application has as main objective to support all those who are in the field to negotiate with the agents and offers two essential features for the negotiation process to be as streamlined as possible: Incentive Agreement Registration and a Dynamic Dashboard with values daily updated. Throughout this project report, the main advantages of this new way of developing applications are explained, as well as the great differences to other types of programming. The methodology followed for the development of this tool was SCRUM and all the phases of the development process inherent to it are explained. At the end of several sprints, it was possible to conclude this app, which is now in production.
Descrição
Mestrado em Gestão de Sistemas de Informação
Palavras-chave
Low Code CRM PowerApps Microsoft
Contexto Educativo
Citação
Januário, Ana Catarina Teodoro Bernardino (2020). "Desenvolvimento de uma plataforma low-code em sales force automation". Dissertação de Mestrado. Universidade de Lisboa. Instituto Superior de Economia e Gestão.
Editora
Instituto Superior de Economia e Gestão