B2B Field Sales Mobile App: Tech Consulting & Roadmapping
Planning a mobile ordering app from scratch, providing a high-level architecture, visuals, and documentation, and advising on the MVP scope
PROJECT IN BRIEF
Client
An innovation-first B2B drink distribution company that specializes in non-alcoholic beverages, servicing about a thousand convenience stores
Industry
Beverage and convenience distribution
services
Project discovery and planning
Technical requirements analysis
Tech strategy consulting
Architecture mapping
Platforms
Shopify
Katana
Working tech makeovers on your own is challenging. Even twice as challenging when, in addition to replatforming, you also have to contend with your representatives' desire for a robust field sales tool to streamline offline ordering.
To effectively mitigate risks, it’s critical to gain an unbiased view of your strategies and develop a solid project roadmap.
Discover how the client's foresight laid the groundwork for their app development endeavor.
PROJECT BACKGROUND
A need for robust B2B rep tools during emergency migration
Focused on distributing a wide range of beverages all across the state, the client maintained a large network of sales representatives. Their tech ecosystem relied on the B2B Wave eCommerce platform, which was no longer meeting their performance requirements.
To bolster operational capabilities, the company aimed to swiftly transition to Shopify. In the meantime, they sought an off-the-shelf field sales app for their representatives to place orders seamlessly.
The trick was that existing rep apps on the market demanded substantial financial and time commitments.
Therefore, it was crucial to get an outside perspective on the planned tech initiative. The primary goal was to achieve the resource balance by minimizing the total cost of ownership and time-to-market.
CLIENT’S OBJECTIVES
- Get an external view of their strategy on the field sales app development
- Develop a mobile field sales app for representatives to place orders in remote locations
- Integrate the ordering app with Shopify and Katana inventory software
- Enable CRM functionalities within the sales app, including viewing past orders and customer history
- Expand their product catalog to level up to a full-service distribution company
- Eventually, add features such as tracking assets, merchandising tasks, integrated surveys, and delivery optimization
VENDOR COMPETITION
Before initiating a search for a tech provider to build and support the field sales app, the client opted to reach out for tech strategy consulting. Amitech Group was chosen as an expert advisor due to the team’s expertise in sales reps apps, Shopify customer experience development, and additional strengths in R&D and consulting.
CHALLENGE
Underperforming tech in place and limited OOTB field sales app offerings
- The client wanted to equip their sales team with a comprehensive mobile field sales app, integrated with Shopify and their ERP system. Yet, they struggled to find an optimal alternative that was both affordable and quick to implement. Existing options were either fragmented or included costly, unnecessary integrations.
- Their B2B Wave platform was not only hindering product catalog expansion but also causing performance issues. These issues resulted in duplicate data and integration problems with their ERP and OMS, Katana.
SOLUTION ROADMAP
High-level field sales app architecture, business requirements documentation, and high-fidelity prototype
Amitech Group analyzed the client's requirements and vision for their future tech transformation, quickly drafting the tech landscape and a scope of work for the ready-to-go MVP to immediately bring value to sales representatives.
Subsequently, the team developed an approach to optimize the development budget while accelerating time-to-market by as much as 70%.
The resulting solution is a roadmap to building an efficient field sales app using off-the-shelf components, detailing the tech architecture, showcasing the look and feel through a high-fidelity mockup, and documenting business requirements.
The app’s architecture is designed to streamline the client’s mission-critical workflows:
- Multivendor sales
- Real-time order syncing
- Catalog and product search
- Real-time pricing and availability browsing
- Order and cart management
- Driver routing and management
- Customer management
- Role-based user and account management
- Support of tens of SKUs across multiple categories
- Secure data access and local warehousing
Results
“Leveraging our expertise in B2B sales enablement tools, we delivered the complete MVP scope, detailed time estimations, and high-fidelity mockups in just a few days.”
2
days
To execute a project discovery and deliver a high-level development roadmap
8
hours
To onboard the client on the recommended dev approach and align it with their vision
OOTB tools
Recommended to the client as an approach to reducing TCO and TTM
B2B focus
To ensure slick sales workflows across the entire distribution network
DELIVERABLES
Tech landscape
Detailing the future field sales app’s ecosystem based on functional requirements
High-level architecture
Drafting the solution’s components and the operational logic
High-fidelity mockup
Showcasing the solution’s user interface and journey scenarios
MVP Scope BRD
Outlining a tech scope for 12 user personas and business scenarios
SUGGESTED ENGINEERING STACK AT A GLANCE
Shopify, Katana
GraphQL, React Native
THE UNDERLYING MASTERY INGREDIENTS
Engagement model
Time and Materials
Methodology
Lean
Team composition
- CEO/eCommerce Consultant
- CTO/Technical product owner
- CEO on the client’s side
Last updated: October 09, 2025
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