Development of a Custom Mobile and Web Platform to Enhance Client Engagement and Data Analytics

The client experienced difficulties in consolidating client engagement data across multiple platforms, lacked an integrated analytics dashboard, and faced challenges in providing personalized services. These issues hindered their ability to make data-driven decisions and improve client satisfaction.

A mid-sized business services firm seeking to streamline client interactions, improve analytics capabilities, and facilitate scalable digital presence.

• Create a comprehensive internal analytics dashboard to centralize and visualize client data from various sources.
• Develop a user-friendly mobile application and responsive website to improve client engagement and accessibility.
• Implement scalable architecture to support increasing data volume and user base.
• Enhance data security and compliance with relevant industry standards.
• Enable real-time data processing and reporting to support timely decision-making.

• Data aggregation engine to consolidate data from disparate client interaction channels.
• Configurable analytics dashboards with customizable KPIs and visualization tools.
• Secure user authentication and role-based access controls.
• Responsive mobile application compatible with major iOS and Android devices.
• Responsive website with intuitive user interface for managing analytics and client interactions.
• Notification system to provide real-time updates and alerts.
• API integrations with existing CRM and ERP systems for seamless data exchange.

• CRM systems for client data synchronization
• ERP systems for operational data
• Email and notification services for communication
• Authentication providers (OAuth, SAML)

• System should support at least 10,000 concurrent users
• Data processing latency under 2 seconds for real-time analytics
• End-to-end encryption for data security
• Compliance with industry data privacy regulations (e.g., GDPR)

The deployment of this integrated platform is expected to significantly improve client insights, enable scalable growth, and deliver measurable increases in client engagement metrics. It aims to reduce data processing time by up to 50% and enhance decision-making efficiency, ultimately contributing to increased client satisfaction and revenue growth.