Development of a Custom Mobile and Web Platform to Optimize Client Data Management and Reporting

The client faces challenges in managing large volumes of client data efficiently, with existing processes leading to delays and inaccuracies in reporting. There is a need for a streamlined, reliable platform that consolidates data sources, enables real-time data analysis, and delivers client-specific insights seamlessly.

A mid-sized consulting firm specializing in data analysis and reporting services for various clients, seeking to enhance their digital tools for better data handling and client reporting.

• Develop a centralized system to collect, store, and process client data securely.
• Create an intuitive web and mobile application interface for data entry, analysis, and visualization.
• Implement real-time data validation and reporting features to support timely decision-making.
• Achieve at least a 30% reduction in report generation time and improve data accuracy by 25%.
• Ensure scalable architecture to accommodate future data growth and integrations.

• Secure data input forms with validation rules for various data types.
• Centralized data repository supporting large-scale storage and fast retrieval.
• Real-time data processing engine for immediate insights and analytics.
• Customizable dashboards to visualize key metrics and trends for clients.
• Role-based access control to ensure data security and privacy.
• Automated report generation with export options (PDF, Excel).
• Push notifications and alerts for data anomalies and report updates.

• Existing CRM and ERP systems for data synchronization.
• Third-party analytics tools for enhanced data insights.
• Notification systems for alerts and updates.
• Secure data storage services for confidentiality and compliance.

• System must support concurrent access by at least 200 users simultaneously.
• Reporting features should generate outputs within 2 seconds for standard queries.
• Data encryption both at rest and in transit to ensure security.
• Platform should be scalable to support 10x data volume increase over 3 years.
• Compliance with relevant data protection regulations (GDPR, CCPA).

The new platform is expected to reduce data processing and report generation time by at least 30%, enhance data accuracy by 25%, and improve overall client satisfaction through timely, reliable insights. Scalability and automation features will support future growth and operational efficiency, providing a significant competitive advantage in the data services market.