Development of a Digital Learning and Client Engagement Platform for Business Automation

The client currently relies on offline methods for training executives and managing client documentation, resulting in limited monitoring capabilities, delayed reporting, and inefficient notifications. They face the need to modernize their platform to improve user engagement, automate workflows, and integrate with external systems for streamlined processing.

A mid-to-large size enterprise specializing in professional training, client management, and digital transformation services seeking to enhance their online platform for training, client onboarding, and project automation.

• Develop a scalable web platform for online training, enabling monitoring of learner progress, accomplishments, and remarks.
• Implement scheduled notifications and reminders to boost engagement and follow-up.
• Create a secure, user-friendly interface for data upload and management, supporting bulk processing and automation.
• Integrate external APIs and authentication systems, including enterprise directory support and media content delivery.
• Ensure the platform is optimized for high performance, security, and compliance with data privacy standards.

• User registration, role-based access control, and authentication support, including integration with enterprise directory services.
• A dashboard for monitoring learner progress, including reports on achievements and remarks.
• Scheduled notification system for automated reminders at preconfigured intervals.
• Secure upload portal for financial documents and project-related data, supporting bulk processing.
• Integration with external APIs for automating application processing and data analysis.
• Support for rich media content delivery via integrated video players.
• An intuitive UI/UX with visually appealing design optimized for engagement.

• Enterprise authentication systems (e.g., Microsoft Active Directory)
• Video content delivery platforms
• Third-party APIs for application automation and bulk data processing
• Notification and scheduling services

• System scalability to support increasing user base and data volume
• High performance with minimal latency in report generation and notifications
• Robust security measures to protect sensitive data and user privacy
• Availability of 99.9% uptime for critical features
• Compliance with relevant data privacy standards

The implementation of this platform is expected to enhance training monitoring efficiency, automate repetitive tasks, and improve client document processing. Anticipated outcomes include increased user engagement, reduced operational costs, and faster application workflows, with measurable improvements in training completion rates and operational throughput.