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Verizon - Device Upgrade & Trade-In Portal

A full-stack Case Management application built on the Pega Platform to automate the end-to-end device upgrade and trade-in process for Verizon customers. This project streamlines a complex customer journey into a simple, self-service experience.

This application was developed as a portfolio project to demonstrate core competencies in low-code application development, case lifecycle design, data modeling, and UI/UX implementation using the Pega Platform.


🚀 Key Features

  • Customer Self-Service Portal: A modern, responsive user interface for customers to initiate and track their upgrade requests.
  • Dynamic Trade-In Estimation: An interactive form that provides customers with an instant trade-in value for their old device.
  • Automated Case Lifecycle: An end-to-end business process that manages the request from submission, through fulfillment and trade-in inspection, to final completion.
  • Role-Based Workbenches: A dedicated user interface for employees (TradeInProcessor) to review, inspect, and approve trade-in submissions.
  • Automated Communications: The system is designed to send automated status updates to customers at key milestones in the process.
  • Integration-Ready: Built with integration points for (mock) inventory, shipping, and billing systems.

🛠️ Technology Stack

  • Platform: Pega Platform™
  • Methodology: Pega Case Management
  • UI Framework: Pega Cosmos Design System
  • Database: Pega-managed relational database

👥 Personas / User Roles

This application is designed for two primary personas:

  1. Customer: A Verizon customer who accesses the self-service portal to initiate an upgrade and track its status.
  2. Employee (TradeInProcessor): A Verizon employee who uses the back-office Case Worker Portal to manage their queue of assigned trade-in inspection tasks.

🔄 Case Life Cycle

The core business process is modeled as a DeviceUpgrade case type with the following stages:

Stage Description
Submission The customer selects their new device and provides details about their trade-in device.
Review Submission An automated step to verify eligibility and details.
Fulfillment The new device is ordered and shipped to the customer. A trade-in return kit is sent out.
Trade-In Processing The employee receives the customer's old device, inspects its condition, and confirms the final trade-in value.
Completion The case is resolved, and a credit is applied to the customer's bill.

🖼️ Application Screenshots

(Placeholder: Replace these with actual screenshots of your application)

Customer Portal - New Request

Customer Portal - Status Tracker

Employee Workbench - Inspection View


⚙️ Installation

This is a Pega Platform application. To install it:

  1. Obtain the application archive (.rap file).
  2. Import the RAP file into a Pega Platform instance using the "Import wizard" in Dev Studio.

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