Patterson: a mobile CRM to help the sales team grow
Used Design Thinking to build the sales team a mobile CRM with predictive insights.
Patterson
Creating an Exceptional User Experience to Drive Sales
Lacking an effective, mobile-friendly, customer relationship management tool, the client’s sales team was struggling to manage and grow their client base. Mindset leveraged Design Thinking to create user personas, understand pain points, and rapidly iterate solutions using low-resolution prototypes. The final application offered an exceptional user experience that made the sales representatives’ lives easier all-around, from simplifying tasks like emailing invoices to providing strategic insights through predictive analytics. With a 70% increase in mobile usage, the team could more effectively drive sales by increasing customer interactions and maximizing time with clients.
70%
increase In mobile usage
“Ease of use, intuitive, keeping customer notes for all to view, creating tasks.” - Field User
“Being able to email or text the pdf of the invoice to the customer or to send in free goods is easy.” - Field User
“Being able to look at the customer list and hyperlink phone number is awesome” - Field User
If we built this today
Concept · not delivered scopeWarehouse flow that thinks ahead.
This is a forward-looking concept, not the scope we delivered on this engagement. It is the build we would reach for now, grounded in SAP that ships today.
This was BTP and Fiori work for a medical supplies distributor, the kind of build where getting the right products picked, packed, and shipped on time is the whole job.
The Joule agent
EWM Warehouse Order Agent
Reads open warehouse orders, stock positions, and inbound and outbound flow in SAP EWM, then proposes how to sequence picks, waves, and putaway when volume spikes or a bin runs short. A human warehouse lead approves before anything releases.
SAP S/4HANA, SAP Extended Warehouse Management, SAP BTP · PROPOSE · On-time, in-full fulfillment of outbound deliveries
The Fiori app
EWM warehouse monitor with embedded Joule
The SAP EWM warehouse monitor with Joule in the launchpad, so a supervisor can ask about stuck orders or open waves in plain language and get a grounded answer. Honest category note. The exact AI-assisted EWM app name keeps moving, so treat this as the EWM monitoring app with embedded Joule rather than a fixed product name.
Embedded in the Fiori launchpad
The data product
Cloud ERP Intelligence
Grounds the agent in real warehouse and logistics signals from SAP Business Data Cloud, so picking and replenishment proposals reflect actual stock, demand, and flow rather than a static snapshot.
Intelligent Application on SAP Business Data Cloud
Today we'd mine the warehouse and fulfillment process in SAP Signavio first, map the EWM and BTP estate in SAP LeanIX, and let MIND accelerators carry the old logistics logic onto the new agent.
A look at the work
