This Case Shows Specific Expertise. Find the Companies with the Skills Your Project Demands!

You're viewing one of tens of thousands of real cases compiled on Many.dev. Each case demonstrates specific, tangible expertise.

But how do you find the company that possesses the exact skills and experience needed for your project? Forget generic filters!

Our unique AI system allows you to describe your project in your own words and instantly get a list of companies that have already successfully applied that precise expertise in similar projects.

Create a free account to unlock powerful AI-powered search and connect with companies whose expertise directly matches your project's requirements.

Client Onboarding and Marketing Automation System

innowise.com

Information technology

Advertising & marketing

eCommerce

Financial services

Client Onboarding and Data Collection Challenges

Need to streamline client contact collection through website forms while ensuring compliance with data privacy regulations (like GDPR) and automating personalized marketing material distribution post-form submission.

About the Client

International full-cycle software development company with 2000+ IT professionals

Project Goals

Develop a secure web form system with dynamic consent management
Automate marketing material delivery based on user-submitted data
Ensure compliance with data protection regulations
Integrate with existing CRM and email marketing platforms

Core System Functionalities

Multi-field contact form with conditional consent checkboxes
Real-time data validation and error handling
Automated email template generation based on user inputs
Encrypted data storage with audit trails
Admin dashboard for submission tracking

Technology Stack Requirements

React.js for frontend components

Node.js with Express for backend API

MongoDB for document storage

AWS Lambda for serverless email automation

GDPR-compliant data encryption protocols

System Integrations

Email marketing platform (e.g., Mailchimp/SendGrid)
CRM system (e.g., Salesforce)
Analytics dashboard (e.g., Tableau)
Third-party identity verification services

Non-Functional Requirements

99.9% system uptime SLA
Sub-200ms form submission response time
Role-based access control (RBAC)
Automated data anonymization after retention period
Horizontal scalability for traffic spikes

Business Impact Projections

Expected 40% reduction in manual data processing efforts, 25% increase in qualified lead conversion through personalized marketing, and full compliance with global data protection regulations, reducing legal risk exposure by 60%.