Development of a Client Engagement Platform for Idea Capture and Project Initiation

The client firm experiences difficulties in efficiently gathering new project ideas from clients, managing initial engagement requests, and streamlining the onboarding process for potential projects, leading to delays and missed opportunities.

A mid-sized consulting firm specializing in innovation facilitation and project development for clients across various sectors.

• Create a centralized digital interface for clients to submit project ideas and consultation requests.
• Automate acknowledgment and follow-up communications to enhance client engagement.
• Establish a system for timely review and preliminary assessment of incoming proposals.
• Reduce the initial project initiation timeframes by 30% within the first six months.
• Improve overall client satisfaction through efficient interaction workflows.

• Online Submission Forms: Customizable forms for clients to input project details, objectives, and preferred timelines.
• Automated Acknowledgment System: Immediate confirmation emails upon submission.
• Dashboard for Internal Review: Interface for staff to assess, prioritize, and assign incoming requests.
• Notification System: Alerts for new submissions and review updates.
• Messaging Integration: Real-time chat or comment features for clarification and ongoing communication with clients.
• Reporting Module: Analytics on submission volume, response times, and project pipeline metrics.

• Email service providers for automated confirmations
• CRM systems for client data synchronization
• Internal project management tools for task assignment
• Notification services (email/SMS/push alerts)

• Scalability to support increasing client submissions, aiming for a 100% increase in volume over 12 months
• System uptime of 99.9% to ensure availability during business hours
• Data security measures compliant with industry standards to protect client information
• Response time for user interactions under 2 seconds

Implementing this idea submission and review platform is expected to reduce initial project onboarding time by at least 30%, increase client engagement rates, and improve internal project assessment efficiency, thereby enabling the firm to handle a larger volume of project proposals with enhanced client satisfaction.