Development of a Digital Training and Client Engagement Platform

The client currently relies on offline training methods for their executives and clients, leading to limited monitoring, delayed feedback, and inefficient communication. They require a comprehensive digital solution to facilitate online training, automate client application processes, and improve content delivery, security, and user engagement.

A mid to large-sized organization seeking to enhance its online training capabilities, client engagement, and operational efficiency through integrated digital solutions.

• Implement an online training platform with real-time progress monitoring, reporting on accomplishments, and remarks.
• Enable scheduling and automated notifications to enhance learner engagement.
• Develop a secure application portal for financial document uploads and automated processing for client onboarding.
• Integrate support for authentication via corporate identity management systems.
• Deliver a robust, scalable, and user-friendly web and mobile interface to accommodate diverse user needs.
• Automate key operational workflows to improve efficiency and reduce manual efforts.

• Online training modules with progress tracking, achievement reports, and personalized feedback.
• Automated scheduling and notification system for training reminders and updates.
• Secure client application portal for uploading multiple financial and legal documents.
• Bulk application processing with integration to third-party APIs and government systems.
• Authentication integration support (e.g., Microsoft Active Directory).
• Content management system for organizing training materials and client content.
• Responsive UI/UX design for desktop and mobile platforms.

• Government and third-party APIs for application processing and verification
• Identity management services (e.g., Active Directory)
• Video content support via embedded players
• Mail and notification services
• Content Delivery Network (CDN) for media content

• Scalability to handle increasing users and document uploads, targeting growth of up to 10,000 concurrent users
• High security standards for sensitive client data and documents
• Performance benchmarks ensuring page load times under 2 seconds
• Availability aiming for 99.9% uptime
• Compliance with relevant data protection and privacy regulations

The implementation of a unified digital training and client management platform is expected to significantly enhance operational efficiency, with automated workflows reducing manual labor by up to 30%. It will improve learner engagement through scheduled notifications, enable comprehensive monitoring and reporting, and streamline client onboarding processes. The project aims to support scalable growth, improve compliance, and deliver a seamless user experience, ultimately increasing client satisfaction and enabling faster decision-making.