Development of a Cloud-Based Business Process Automation and Data Insights Platform

The client currently relies on offline training methods and manual document processing, leading to inefficiencies, limited monitoring capabilities, and difficulty in scaling processes. Additionally, there is a need for integrated notification systems and real-time reporting to monitor executive and employee performance, supporting digital transformation goals.

A mid-sized enterprise specializing in financial services and real estate investments, aiming to streamline operations and leverage data analytics to enhance decision-making and customer engagement.

• Develop a comprehensive web-based platform enabling online training, with functionalities to monitor user progress, generate achievement reports, and automate notification scheduling.
• Create a secure, user-friendly portal for uploading and managing financial documents, integrated with third-party APIs to automate data processing.
• Implement a mobile application providing authenticated access to stakeholder information and integrated media content, supporting remote engagement.
• Leverage advanced analytics and reporting tools to provide actionable data insights that enhance strategic decision-making.
• Ensure the platform is scalable, secure, and capable of handling bulk operations and integration with external APIs.

• Online training module with progress tracking, achievement reporting, and scheduled notification system.
• Secure document upload and management system with role-based access controls.
• Integration with external APIs for automated data processing and bulk application handling.
• Mobile application supporting authentication, multimedia content viewing, and stakeholder engagement.
• Advanced analytics dashboard providing real-time reports and insights on operational and executive activities.
• Notification system capable of scheduling repeated alerts based on specific triggers or intervals.

• APIs for financial document processing and automation
• Authentication support through enterprise directory services like Microsoft Active Directory
• Video content support via embedded media players such as JW Player
• Third-party systems for bulk application processing (e.g., SBA APIs or equivalent)

• Scalability to support concurrent users and bulk data uploads, with a target capacity of supporting hundreds to thousands of users
• Performance metrics ensuring page load times under 3 seconds for key pages
• Robust security measures including data encryption, role-based access, and secure APIs
• High availability with 99.9% uptime
• Regulatory compliance for data handling and document security

The implementation of the integrated online training, document management, and analytics platform is expected to significantly improve operational efficiency, reduce manual workload, and enable real-time monitoring of employee and executive performance. It aims to increase processing capacity, enhance decision-making through actionable insights, and support scalable growth, ultimately leading to improved client satisfaction and competitive advantage.