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Automated DEMO Account System for Client Onboarding

moravio.com

Real estate

Information technology

Business services

Current Challenges in Client Onboarding

Manual account creation processes caused delays in client onboarding, limited immediate access to system functionalities for potential clients, and required excessive administrative resources. Lack of standardized testing environment hindered client evaluation of system capabilities.

About the Client

Global professional services firm specializing in commercial real estate and investment management

Key Project Goals

Automate end-to-end client onboarding process
Enable instant DEMO account provisioning with customizable configurations
Implement secure multi-step registration workflow
Establish centralized administration for account lifecycle management
Improve client experience through immediate system functionality access

Core System Requirements

Self-service client registration form with email verification
Customizable DEMO account provisioning (empty/preloaded data options)
Automated password setup workflow
Account expiration management with email notifications
Sales manager assignment mechanism
Global administration dashboard for account management
Production account creation from DEMO account templates

Technology Stack

React

Node.js

MongoDB

Google reCAPTCHA

System Integrations

Email notification service
User authentication system
CRM integration

Non-Functional Requirements

High availability (99.9% uptime)
Scalable architecture
GDPR compliance
DDoS protection
Multi-tenancy support

Expected Business Impact

Reduction of onboarding time from days to minutes, 40% decrease in administrative workload, 25% increase in client conversion rates through immediate system access, enhanced security through automated spam prevention, and improved client satisfaction scores by 30% through standardized testing environments.