Finance, Design and Manufacturing: A Case Study of Whiteboard Applications in Vertical Industries

From financial data analysis and design reviews to manufacturing process collaboration, explain how interactive whiteboards can help different industries transform complex information into visual discussions, clear decisions, and execution tasks

September 2026Qtenboard vertical industry collaborationRead for about 18 minutes.

The financial team looks at the data, the design team looks at the drawings, and the manufacturing team looks at the process. In financial meetings, analysts present real-time data, trend charts and risk indicators, management needs to compare multiple scenarios, account managers need to explain financial products, and sensitive data cannot be exported or shared at will. In the design review, designers show 3D models, prototypes and blueprints, customers, engineers and project managers jointly annotate, design changes need to be saved by version, and remote teams may be located in different cities or countries. In manufacturing collaboration, engineers look at process flow, equipment drawings and simulation results, quality teams mark defects, production teams discuss bottlenecks and improvements, and suppliers and overseas factories need to solve problems simultaneously.

The value of an interactive whiteboard depends on its ability to fit into industry workflows. The financial industry needs secure data visualization, the design industry needs precise drawing collaboration, and the manufacturing industry needs stable process management and on-site decision-making. The same screen, different configurations and software can produce different industry values.

Qtenboard (Shenzhen Qunmao)Founded in 2005, it has been deeply engaged in interactive display manufacturing for 20 years. It has 330,000 ㎡ intelligent manufacturing industrial parks, 16 factories, 8 fully automatic production lines and a daily production capacity of 200 units in Shenzhen and Guangzhou. It serves 120 countries and regions in the world and has served more than 15,000 enterprise customers. The Qtenboard interactive whiteboard covers 55-110 inch full-size segments, is equipped with Q AI system-level framework and MediaTek Genio 520 platform, supports Android Windows OPS dual systems, and provides vertical industry collaboration solutions from hardware to software for finance, design and manufacturing.

1. Finance: From Data Presentation to Risk Decisions

The core of the financial whiteboard is not to show the numbers, but to help the team understand the numbers.

1. Collaboration pain points in the financial industry

Data sources are scattered, Excel, BI systems, PPT and reports are used in parallel, screen space is not enough to display multiple indicators, remote teams are difficult to analyze together, customer information and investment data involve privacy, and the decision-making process needs to keep records and bases. In a typical asset allocation meeting, analysts need to open the market data terminal, Excel model and PPT report at the same time, and it is difficult for participants to see the complete information correlation on the same screen.

2. Financial Data Analysis Conference

Applicable content:Market trends, asset allocation, risk indicators, operational data, financial statements, customer structure, sales pipeline, budgets and forecasts, KPI dashboards.

Qtenboard applications:Display data and reports across multiple windows simultaneously, annotate outliers on trend charts, discuss different scenarios, categorize data, document analysis findings, and assign action items to the team. The Qtenboard’s 4K UHD resolution and optional brightness of 350–500 nits ensure that small text and detailed charts in financial data remain clear and easy to read.

Financial interactive display solutions usually emphasize big data analysis, complex information visualization, multi-person collaboration and split-screen processing capabilities; enterprises should further confirm data security, permissions, system interface and screen readability. The Qtenboard provides a paperless meeting system integration solution for bank meeting rooms, supporting voting, sign-in, work reporting, microphone management and real-time collaboration [reference:0].

3. Bank outlets and financial showrooms

Commercial Display:Introduction to wealth management products, loan and insurance solutions, interest rate and yield simulations, customer needs questionnaire, queue management and call‑number system, business process explanations, corporate culture presentation.

Interactive Value:Customers can learn about the product on their own, and account managers can jointly configure scenarios, replace complex verbal explanations with data and graphics, and generate customer focus and sales leads. Qtenboard K-Series smart kiosk supports HD touch screen and AI voice interaction, 3 seconds fast response, bank-level security, 7 × 24 hours stable operation [reference:1].

4. Security requirements of the financial industry

• Multi-level user permissions (Qtenboard DMS supports roles such as system administrator, meeting secretary, and regular participants) [reference:2]
• Visitor and Employee Patterns
• Disable unauthorized USB export
• Encrypted transmission
• Meeting Content Permissions
• Device Remote Lock
• Camera and microphone management
• Meeting Record Preservation Policy
• Personal and financial data desensitization

5. Financial industry recommended configuration

2. Design Industry: From Creative Expression to Version Collaboration

Drawings and prototypes must be co-viewed, co-modified and co-validated

1. Collaborative pain points in the design industry

Design documents are professional, complex, high information density, customers need to understand the design intent, designers and engineers focus on different points, version modifications are easy to miss, remote annotations are difficult to accurately correspond to drawing areas, design/materials/cost and construction constraints need to be discussed at the same time. In a typical architectural design review, a BIM model may contain tens of thousands of components, and the traditional PDF printing annotation method cannot carry a complete information level.

2. Architecture and Engineering Design

Display content:CAD drawings, BIM models, building plans, sections, elevations, materials and construction nodes, project progress, site photos.

Qtenboard applications:Zoom in on details, annotate construction nodes, mark dimensions and problems, compare design versions, discuss with multiple people at the same time, review drawings synchronously by remote teams, generate problem lists and modify responsibilities. The Qtenboard Windows OPS module supports running CAD and BIM software, and the 86/98 inch large screen ensures that the details of the drawings are clearly visible.

The design team can move, modify and annotate design elements together on the large screen, reducing drawing printing and multi-round email communication. Architects and designers can share and modify blueprints, schematics, and design content in real time using connected interactive displays. The persistence of digital annotations is a core value of the design industry: annotations on traditional whiteboards are erased after a few days, while annotations on digital whiteboards are saved layers-timestamped, attributable, retrievable, and can be called directly when the same problem occurs again in subsequent stages [reference:3].

3. Industrial design and product development

Product appearance, structural design, man-machine interface, prototype diagram, color and material, user process, trial production feedback, engineering changes. Qtenboard support high-precision touch and stylus operation, designers can draw sketches or modify 3D models directly on the screen.

4. Graphic design and creative team

Advertising creativity, visual manuscript, brand specification, store layout, video script, exhibition vision, social media content. Qtenboard AG anti-glare glass and 4K UHD resolution ensure that colors and details are accurately presented in creative reviews.

5. Design industry recommended configuration

3. Manufacturing: From R & D Design to Field Improvement

The value of manufacturing whiteboards lies in putting drawings, processes, data and field problems together.

1. Collaborative pain points in the manufacturing industry

Research and development, process, production and quality use different data, on-site problems are difficult to quickly feedback to the engineering team, the process is complex, training content is difficult to standardize, suppliers and overseas factories have a long collaboration cycle, quality problems need to be traced back to equipment/batches and processes, production meetings are easy to stay in oral reports. In a typical morning meeting of a manufacturing company, production plans, quality data, and equipment status are scattered in different systems, and the team leader needs to communicate a lot of information verbally.

2. Product development and engineering review

Application content:3D models, CAD drawings, BOM, engineering changes, simulation results, material and structural solutions, reliability tests.

Qtenboard workflow:Import model and technical data → multi-team labeling problems → classify by structure/function/cost and risk → confirm engineering changes → generate responsible person and completion time → save review version.

3. Production process and process training

Show SOP, mark operation steps, demonstrate equipment use, play production videos, conduct safety training, compare correct and wrong operations, and save training records. Qtenboard support Windows OPS to run MES/ERP and quality software.

4. Quality management and problem solving

Display defect photos, mark product problem areas, compare good and bad products, analyze production line data, draw fishbone diagrams and flow charts, record corrective and preventive actions, and track problem closure status. Manufacturing teams can use interactive displays to display simulation results, field annotations and engineering data, and quickly share problem information; this kind of ability is particularly suitable for R & D, lean production and quality improvement.

The actual case of Japan's NISSing Seiko shows that the enterprise uses an interactive whiteboard to manage daily engineering sheets, projects engineering sheets created in production management software or Excel onto a large screen, updates them by hand, and immediately converts change points into clear text through OCR (book clearing). Updated history can be called up easily, scene awareness is increased, omissions and errors are reduced. Design reviews are also transferred from paper drawings to CAD data on whiteboards, where details are discussed in depth while writing on the big screen [reference:4].

5. Manufacturing Recommended Configuration

4. Comparison and Common Value of the Three Industries

Industries are different, but they all need to turn complex information into common judgments.

B2B values shared by the three industries:Reduce paper documents, reduce repeated meetings, improve remote collaboration efficiency, save discussion content, speed up decision confirmation, make tasks and responsibilities clearer, support enterprise knowledge accumulation, and improve training and program reuse rate.

How 5. Qtenboard supports vertical industry projects

From standard interactive tablet to industry customization, how Qtenboard participate in enterprise digital upgrading

1. Q AI system level framework

Q AI is not a cloud-based plugin; it is a native intelligent architecture deeply integrated into the hardware, software, and algorithm layers. The core transcription runs locally on the device and can be used without networking-essential for industry scenarios dealing with sensitive information such as financial data, design drawings and manufacturing processes. Q AI supports real-time translation and real-time subtitles in 166 languages, generates structured meeting minutes in 5 seconds, and automatically extracts action items.

2. Genio 520 Hardware Platform

The Qtenboard Genio 520 interactive tablet platform is based on the MediaTek Genio 520 (MT8371) chip, and the 8th generation MediaTek NPU is directly provided on the interactive tabletDedicated AI acceleration for 10 TOPS. Based on TSMC's 6nm FinFET process, the Genio 520 achieves high performance with low thermal output, enabling QtenboardFanless interactive tablet designMake it possible-essential for demanding acoustic environments such as design studios, manufacturing workshops and financial conference rooms. MediaTek’s official commitment to the Genio 520 is10 year standard supply life cycle(EOL 2035), eliminating the risk of obsolescence that consumer-grade SoCs usually phase out in 2-3 years.

3. Manufacturing strength and quality assurance

• Established in 2005, 20 years of manufacturing experience
• 330,000 ㎡ industrial park, 16 factories and 8 full-automatic production lines
• SMT patch speed 120,000 components/hour, main board, sub-board independent production
• Class 10,000 clean room completes touch panel manufacturing and optical bonding
• Zero-Bonding zero-fit technology, 1mm tempered glass
• 48 hours high temperature aging test (72 hours for some items), comprehensive retest after aging
• The one-time pass rate of the whole machine is ≥ 97%, and the abnormal rate of aging is <1.5
• International Certification: CE, FCC, RoHS, ISO9001, CCC
• Service 120 countries and regions, after-sales response ≤ 4 hours

4. OEM/ODM with CKD/SKD customization

Qtenboard support corporate brand logo, launch interface and UI, local language, pre-installed industry software, structure/bracket and accessories, certification documents, packaging customization, CKD/SKD local assembly. A dedicated OEM production line ensures that customization does not affect the delivery schedule of standard products; the lead time for custom orders is extended by only 3–5 days. Qtenboard operates its own injection molding production line, handling everything from raw materials to finished enclosures in-house, and supports in-depth OEM/ODM customization.

5. Project implementation process

1. Clarify industries, departments and business processes.
2. Identify core content and specialized software.
3. Measure space, viewing distance and number of people.
4. Choose from size, touch, system, audio and video, and stand.
5. Prototype testing using real customer data, drawings or processes.
6. Confirm network, security, permissions, and DMS requirements.
7. Lock BOM, software version, certification and delivery plan.
8. Complete mass production, installation training, acceptance and after-sales.

6. project case

7. buyers how to choose a vertical industry interactive whiteboard

Industry customers should clarify the workflow before determining the specifications

8. common procurement errors

Vertical industry projects are most prone to "common hardware, not common processes"

Myth 1: All industries use the same configuration

Finance is concerned with safety, design is concerned with precision, manufacturing is concerned with durability and software compatibility. Should be selected by industry workflow. The Qtenboard supports a unified hardware platform, loading different software and management policies according to departments.

Myth 2: Just look at the screen size and 4K

Without software, interfaces, and systems, 4K doesn't solve business problems. Real data, drawings and process documents shall be used for testing. Qtenboard provide prototype testing services.

Myth 3: Ignoring professional software compatibility

CAD, BIM, BI, ERP, MES and financial systems have different requirements. Windows OPS or external workstation should be tested in advance. Qtenboard Windows OPS is based on the Genio 520 platform and offers optional i5/i7 configurations.

Misunderstanding 4: only purchasing equipment, not planning management

After multi-department and multi-location deployment, the maintenance cost is very high. DMS, remote update, and unified permissions should be configured. Qtenboard DMS supports multi-site unified management and predictive diagnostics.

Myth 5: Ignoring Industry Data Security

Financial data, design drawings and manufacturing processes can all be sensitive information. Local processing, cloud policies, access rights, and data export mechanisms should be confirmed. Q AI core transcription runs locally, reducing data privacy risks.

Myth six: no business pilot

After the equipment was installed, it was found that it did not conform to the working habits. A conference room, design review room or quality improvement team should be selected for the pilot. Qtenboard support for mockups and pilot deployments.

9. Frequently Asked Questions