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Development of an AI-Powered Sales Performance Training Platform
  1. case
  2. Development of an AI-Powered Sales Performance Training Platform

Development of an AI-Powered Sales Performance Training Platform

experionglobal.com
Hospitality & leisure

Identifying the Core Challenges in Scaling Sales Training Platforms

The client faced difficulties in launching their AI-powered sales training platform due to challenges in scaling development efforts, maintaining quality without comprehensive documentation, and controlling ongoing maintenance costs. They required a reliable IT partner to manage the existing codebase, improve platform stability, and expand technological capabilities to support rapid growth and onboarding of new customers.

About the Client

A rapidly scaling technology company specialized in AI-driven training solutions for sales teams within the hospitality and leisure sectors.

Goals for Developing an Advanced, Scalable Sales Training System

  • Seamlessly transition and take ownership of the existing platform codebase, ensuring continuity and minimal disruption.
  • Implement systematic code review, cleanup, and refactoring to ensure high-quality, compliant software.
  • Accelerate implementation timelines through transparent development processes and effective project management.
  • Enhance platform robustness and ensure strict adherence to quality standards throughout development.
  • Expand technological skillsets including AI, cloud infrastructure monitoring, .NET architecture, performance optimization, and automated testing.
  • Support the client's strategic growth by enabling quicker onboarding of new customers and faster product updates.
  • Establish comprehensive monitoring and management processes for offshore operations to ensure predictability and efficiency.
  • Allow the client to focus on core business growth by taking ownership of product roadmap, maintenance, and support functions.

Functional Specifications for the AI-Driven Sales Training Platform

  • Ownership transfer of existing source code with thorough documentation and cleanup processes.
  • Code refactoring and compliance assurance to meet industry standards.
  • Development of core functionalities including interactive training modules, analytics dashboards, and AI-based recommendation engines.
  • Implementation of continuous integration/continuous deployment (CI/CD) pipelines for efficient updates.
  • Automation of testing processes for performance, security, and usability.
  • Real-time monitoring and alerting mechanisms for infrastructure and application health.
  • User management, onboarding, and reporting tools to facilitate customer use.

Preferred Technologies and Architectural Approaches

Cloud infrastructure platforms (e.g., AWS, Azure)
AI and machine learning frameworks for training and recommendations
.NET framework for backend services
Automated testing suites for performance and security
Modern development methodologies emphasizing transparency and agility

Necessary System Integrations

  • External analytics and reporting systems
  • Customer relationship management (CRM) platforms
  • Cloud monitoring and infrastructure management tools
  • Third-party AI and data services

Key Non-Functional System Requirements

  • System scalability to support rapid customer onboarding and increased user load
  • High availability and reliability to ensure seamless user experience
  • Security protocols complying with industry standards to protect data privacy
  • Performance benchmarks enabling quick response times and efficient processing
  • Maintainability and ease of updates through standardized coding practices and automation

Projected Business Outcomes from the New Platform

The development and deployment of this AI-powered sales training platform is expected to enable the client to successfully launch the product to market, onboard new customers with positive feedback, and bring product development timelines on track. It will facilitate continuous platform monitoring and management, resulting in improved predictability of software operations. Additionally, expanding skillsets within the team will optimize costs related to future maintenance and development, ultimately supporting the client’s aggressive growth strategies and allowing them to focus fully on their core business objectives.

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