Development of a Scalable Business Process Automation and Data Insights Platform

The client faces challenges in managing legacy systems, manual processes, and disintegrated data sources that hinder operational efficiency and data-driven decision-making. They require an integrated digital platform to automate workflows, improve data accessibility, and enhance customer interactions.

A mid to large-sized enterprise seeking to streamline operations, enhance decision-making through data analytics, and improve customer engagement via digital solutions.

• Streamline and automate business processes to increase operational efficiency.
• Enable data-driven decision-making by unlocking insights through a comprehensive business intelligence solution.
• Enhance customer engagement and sales processes with integrated CRM functionalities.
• Reduce application maintenance costs by upgrading legacy systems to modern, scalable platforms.
• Achieve measurable improvements in reporting accuracy, processing speed, and user satisfaction.

• Business Process Automation module to streamline workflows and reduce manual effort.
• Business Intelligence Dashboard providing customizable reports, analytics, and insights.
• Customer Relationship Management (CRM) system to manage interactions, sales pipelines, and customer data.
• Application upgrade capability to replace and modernize existing legacy systems.
• Automated notification scheduling and accomplishment tracking for employees.
• Secure document upload and management interface for end-user submissions.
• Integration capabilities with external APIs for automation, analytics, and third-party applications.

• Third-party APIs for processing financial or operational data.
• Authentication systems such as Microsoft Active Directory.
• Video content delivery via JW Player or equivalent.
• Legacy applications and enterprise content management systems.

• System scalability to support increasing user base and data volume.
• Performance targets to ensure real-time analytics and workflow automation.
• High security standards, including data encryption and access controls.
• Reliability with 99.9% uptime and disaster recovery capabilities.
• Ease of maintenance and future extensibility.

Implementation of the integrated automation and analytics platform is projected to significantly improve operational efficiency, reduce manual processing costs, and enhance decision-making accuracy. Targets include at least a 30% increase in processing speed, 25% reduction in operational costs, and improved user satisfaction metrics through more intuitive interfaces and real-time insights.