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

The client faces difficulties in managing siloed data, inefficient communication channels, and lack of a centralized platform for client interaction and data analysis, resulting in operational inefficiencies and suboptimal client engagement.

A mid-sized consultancy firm operating in multiple regions, seeking to optimize internal data workflows and improve client interaction through a tailored digital solution.

• Develop a secure, scalable, and user-friendly mobile and web application to centralize client data and communication.
• Achieve a 25% reduction in manual data processing time within the first six months of deployment.
• Enhance client engagement metrics by providing real-time data access and communication channels.
• Support data-driven decision-making through integrated analytics dashboards.

• Secure user authentication and role-based access control
• Real-time messaging and notification system for clients and staff
• Intuitive dashboards for data visualization and analytics
• Integration with existing CRM and data sources
• Mobile and web responsive interfaces for accessibility
• Automated reporting and data export capabilities

• CRM systems for customer data synchronization
• Data warehouses or analytics platforms for report generation
• Notification services like Firebase or Pushy
• Existing enterprise databases for data import/export

• System scalability to support up to 10,000 concurrent users
• Data security compliant with relevant standards (e.g., GDPR, HIPAA)
• System availability of 99.9% uptime
• Response time below 2 seconds for 95% of interactions

The new platform is expected to improve operational efficiency by reducing manual data handling by at least 25%, increase client engagement through real-time access and communication, and support better decision-making with integrated analytics, thereby driving overall growth and customer satisfaction.