Development of a Custom Mobile and Web Platform for Streamlined Client Engagement and Data Analytics

Business services

Medical

Financial services

Identifying Challenges in Client Engagement and Data Visibility

The client faced difficulties in managing multiple digital channels, leading to inconsistent user engagement and limited visibility into client interactions. Existing systems lacked integration, resulting in fragmented data and suboptimal decision-making capabilities.

About the Client

A mid-sized consulting firm specializing in client data management and digital engagement solutions, aiming to enhance client interaction and data insights.

Goals for Enhanced Data Integration and User Engagement

Develop a unified mobile and web application enabling seamless client interactions.
Create an internal analytics dashboard to provide real-time insights into user activities and platform performance.
Improve client retention and satisfaction metrics through personalized digital experiences.
Achieve scalable architecture supporting increased user volume with minimal latency.

Core Functionalities for the New Engagement Platform

Mobile app and website interfaces for client onboarding, profile management, and communication.
Integration with existing client databases for personalized service delivery.
An internal analytics dashboard displaying engagement metrics, user behavior analytics, and system health indicators.
Secure login, role-based access controls, and data encryption for compliance and security.
Real-time notifications and messaging system to enhance user engagement.
Backend APIs supporting scalability, modularity, and ease of maintenance.

Preferred Tech Stack and Architectural Approaches

Modern frontend frameworks (e.g., React, Angular) for web interfaces.

Cross-platform mobile development frameworks (e.g., Flutter, React Native).

Cloud-based backend infrastructure (e.g., AWS, Azure) supporting auto-scaling.

MongoDB or SQL databases for data storage, depending on data structure needs.

RESTful APIs and microservices architecture for modular development.

Necessary External System Integrations

Existing client databases for data synchronization.
Third-party authentication providers for secure login.
Notification services for real-time messaging.
Business intelligence tools for analytics visualization.

Critical Non-Functional System Attributes

System scalability to support at least a 2x increase in user volume within the first year.
High availability with 99.9% uptime.
Data security compliant with industry standards (e.g., GDPR, CCPA).
Response times under 2 seconds for key user interactions.
Ease of maintenance and modular codebase for future feature expansion.

Projected Business Benefits and Strategic Outcomes

The deployment of the new client engagement and analytics platform is expected to significantly enhance user experience, leading to a 25% increase in client retention rates, a 40% improvement in data-driven decision-making efficiency, and support for scalable growth with robust system performance.