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Development of an Automated Meeting Booking and Contact Platform
  1. case
  2. Development of an Automated Meeting Booking and Contact Platform

Development of an Automated Meeting Booking and Contact Platform

amela.tech
Business services

Identifying Client Engagement and Meeting Scheduling Challenges

The client faces inefficiencies in managing meeting requests and contact interactions, leading to manual processing delays, potential missed opportunities, and a fragmented communication experience for users attempting to book meetings through contact channels.

About the Client

A mid-sized consultancy or professional services firm seeking to streamline client engagement and scheduling processes.

Goals for Improving Client Contact and Meeting Management

  • Automate the meeting scheduling process to reduce manual effort and processing time.
  • Create a user-friendly interface for clients to book meetings seamlessly through contact channels.
  • Enhance the efficiency of contact management, increasing appointment booking rates and user satisfaction.
  • Achieve greater operational scalability and reliability for client interaction flows.

Core Functional Capabilities for the Meeting Booking System

  • Integration of a contact form that captures booking requests and client information.
  • Automated routing of booking requests to available staff or resources based on predefined criteria.
  • Calendar synchronization with internal scheduling systems to prevent double bookings.
  • Automated confirmation and reminder notifications sent to clients upon successful booking.
  • Admin dashboard for managing contacts, booking requests, and scheduling parameters.
  • Analytics and reporting module to track booking trends, user engagement, and system performance.

Technical Architecture and Technology Preferences for Development

Web-based application using a scalable cloud platform.
Use of no-code/low-code development frameworks for rapid deployment and flexibility.
API-driven architecture to enable integration with existing scheduling and communication tools.
Security best practices, including data encryption and access controls.

External Systems and Data Sources to Integrate

  • Calendar and scheduling services to synchronize meetings.
  • Email/SMS communication platforms for notifications.
  • CRM systems for contact management and customer data synchronization.
  • Authentication providers for secure user access.

Non-Functional System Requirements and Performance Metrics

  • System scalability to support increasing user load without degradation.
  • High availability with 99.9% uptime SLA.
  • Response times within 2 seconds for booking interactions.
  • Data security and compliance with relevant data protection regulations.
  • Ease of maintenance and updates facilitated by a low-code/no-code platform.

Projected Business Benefits and Key Performance Indicators

The implementation of this automated booking and contact management system is anticipated to reduce manual processing time by approximately 40%, increase appointment booking efficiency, and improve user satisfaction scores through a more streamlined interaction process, ultimately leading to higher client engagement and operational scalability.

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