Finance
Development
Monte Bravo
Monte Bravo is a financial investment advisory firm and a partner of XP Investimentos. Today it operates in more than 10 of Brazil's main cities and is the only company in its sector in the country to have been awarded the highest NPS (Net Promoter Score) four times, a methodology that measures customer satisfaction worldwide.
Our process
Find out how we reduced an operational process from 3 days to just 10 minutes
Challenge
Monte Bravo's CEO, Filipe Portella, hired us to solve an internal pain point in its processes: the many spreadsheets used to calculate payouts to financial agents.
Development
The first stage of this project was an immersion with the client, so that we could map the entire process used to calculate revenue and payouts, as well as understand the rules in the spreadsheets.
Result
With the whole process mapped, we understood the step-by-step Monte Bravo followed and built a web system. As a result, a task that used to take 3 days now takes 10 minutes.
Project gallery
“We had a serious problem with the time spent on the operational task of internal payouts. Hiring Ubistart showed us that mapping and automating operational processes is crucial.”
