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Building a Client Engagement Platform for Software Consultancy

atomicobject.com

Information technology

Business services

eCommerce

Challenges in Client Acquisition and Trust Building

Potential clients struggle to validate the consultancy's capabilities and outcomes, leading to extended sales cycles. Existing clients require better visibility into project timelines, budgets, and success metrics while maintaining scalability across industries.

About the Client

A software design and development consultancy with 24+ years of experience, operating 4 regional offices and employing 100+ U.S.-based consultants.

Goals for Enhanced Client Interaction

Create a platform to showcase verified client reviews and case studies
Streamline client onboarding through automated consultations
Demonstrate expertise via interactive project planning tools
Centralize service offerings and regional office information

Core Platform Capabilities

Verified review aggregation from third-party platforms (e.g., Clutch.co)
Consultation booking with managing partners
Interactive project scope, timeline, and budget estimator
Regional office locator with service-specific expertise filters
Case study library with industry-specific success metrics

Technology Stack Requirements

React.js for frontend interactivity

Node.js with Express for backend services

MongoDB for case study and client data storage

AWS for cloud hosting and scalability

External System Connections

Clutch.co API for review validation
Google Calendar API for scheduling
Stripe API for payment estimation modules
Salesforce CRM for client data synchronization

Operational Constraints

99.9% uptime SLA for client-facing components
Role-based access control for sensitive data
Automated scaling during peak consultation periods
GDPR-compliant data handling for EU clients

Anticipated Business Outcomes

Reduction in sales cycle duration by 30% through transparent review validation, 25% increase in qualified leads via streamlined consultation processes, and improved client retention through demonstrable project planning capabilities. The platform will position Atomic Object as a market leader with measurable differentiation against competitors.