Development of a Mobile and Web Platform for Enhanced Client Data Management and Engagement

The client faces challenges with integrating and managing disparate data sources, leading to inefficient client engagement and difficulty in accessing actionable insights through their existing platforms. They require a unified, scalable solution for real-time data access and improved engagement channels.

A mid-sized consulting firm specializing in data-driven solutions seeking to improve client engagement and analytics capabilities.

• Implement a centralized system that consolidates client data from multiple sources for seamless access.
• Develop a user-friendly mobile app and website interface to facilitate real-time data viewing and client communication.
• Enhance data analytics capabilities to generate actionable insights and reports.
• Improve client engagement metrics and reduce data retrieval time by 40%.
• Achieve scalable architecture supporting increasing data volume and user base.

• Unified data dashboard aggregating data from various internal systems.
• Role-based access control ensuring data security and compliance.
• Real-time data refresh and notification system for timely updates.
• Secure client portal with personalized data views and communication tools.
• Analytics module for report generation and trend analysis.
• Mobile app supporting both Android and iOS platforms with synchronized data display.
• Admin panel for system configuration, user management, and data quality monitoring.

• CRM systems for client contact and activity data.
• Internal analytics and reporting systems.
• Email and notification services for client updates.
• Secure data storage solutions compliant with industry standards.

• System uptime of 99.9% with robust disaster recovery measures.
• Data load capacity supporting up to 10,000 concurrent users.
• Data encryption both at rest and in transit.
• Response times under 2 seconds for key user interactions.
• Compliance with relevant data privacy regulations (e.g., GDPR).

The new platform is expected to increase client engagement rates by 25%, reduce data retrieval and reporting times by 40%, and facilitate scalable growth to support a doubling of user base within the first two years, ultimately boosting overall client retention and satisfaction.