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Development of a Secure and Scalable Customer Engagement Platform with Data Capture and Personalized Marketing
  1. case
  2. Development of a Secure and Scalable Customer Engagement Platform with Data Capture and Personalized Marketing

Development of a Secure and Scalable Customer Engagement Platform with Data Capture and Personalized Marketing

innowise.com
Business services

Challenges in Client Data Collection and Personalized Marketing Automation

The client faced difficulties in efficiently capturing customer contacts through web forms, managing consent for data processing, and delivering personalized marketing materials. They required a more streamlined and secure system to enhance user engagement, ensure compliance with data privacy regulations, and automate targeted marketing campaigns.

About the Client

A mid-sized international service provider specializing in client communication, marketing, and data collection aimed at enhancing personalized engagement and marketing strategies.

Goals for Developing a Secure, Efficient, and Personalized Marketing Platform

  • Implement a secure web form system for collecting user contacts and consent, ensuring compliance with data protection standards.
  • Automate the process of sending targeted, personalized marketing materials to users based on their preferences.
  • Develop an internal analytics dashboard to monitor form submissions, user engagement, and marketing campaign effectiveness.
  • Enhance system scalability to accommodate increasing user volume and data processing needs.
  • Improve user experience with seamless form submission and communication workflows.

Core Functionalities for the Customer Engagement and Data Collection Platform

  • Secure contact and consent collection forms with multi-step validation processes.
  • Automated mailing system to send personalized marketing materials based on user data and preferences.
  • Internal analytics dashboard providing real-time insights into form submissions, engagement rates, and marketing performance.
  • User-friendly interface for both end-users submitting contacts and internal staff managing campaigns.
  • Role-based access control to ensure data security and privacy compliance.

Preferred Technologies and Architecture for the Engagement Platform

Web technologies for secure form development (e.g., HTTPS, client-side validation).
Backend systems supporting automation and data management (e.g., Node.js, Python, or Java frameworks).
Database solutions for storing contacts, consents, and analytics data (e.g., SQL or NoSQL databases).
Cloud hosting options for scalability and reliability.

External Systems and Data Integrations Needed

  • Email marketing services for dispatching personalized campaigns.
  • Data privacy and compliance modules for consent management.
  • Analytics and reporting tools for internal observation and performance tracking.

Key Non-Functional System Requirements for Performance and Security

  • System scalability to support at least 100,000 form submissions per month.
  • High availability with 99.9% uptime SLA.
  • Data encryption both in transit and at rest to secure user data.
  • Compliance with GDPR and other relevant data protection standards.
  • System response time under 2 seconds for form submissions and data retrieval.

Projected Business Impact of the New Customer Engagement Platform

The implementation of the platform is expected to streamline contact collection and marketing automation, leading to an estimated 25% increase in customer engagement metrics and a 15% reduction in manual marketing campaign management efforts. Enhanced data security and compliance will minimize regulatory risks, and scalable architecture will support future growth.

More from this Company

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Development of an Internal Analytics Dashboard for Enhanced Data Management