Development of an Integrated Client Engagement and Communication Platform

The client experiences fragmented communication channels leading to delays and reduced client satisfaction. They lack an integrated system to manage project inquiries, streamline initial engagement, and facilitate ongoing communication, resulting in inefficient onboarding processes and suboptimal client interactions.

A mid-sized consultancy firm specializing in client interactions, project management, and communication services seeking a centralized platform to streamline client engagement and onboarding.

• Implement a comprehensive platform that consolidates client communication channels.
• Reduce client onboarding time by automating inquiry handling and initial engagement processes.
• Improve client satisfaction metrics by providing timely and transparent communication tools.
• Achieve scalable architecture to support growth with minimal latency.
• Establish a reliable system that can handle increased inquiry volume and user load.

• Online inquiry submission portal with customizable forms
• Automated inquiry triage and response routing system
• Client onboarding workflows with document sharing and approvals
• Real-time chat or messaging interface for ongoing client communication
• Scheduling and calendar integration for meetings and project milestones
• Dashboard providing comprehensive visibility into client inquiries, project status, and communication history

• Calendar systems (e.g., Google Calendar, Outlook) for scheduling
• Customer Relationship Management (CRM) tools for contact and inquiry tracking
• File storage services for document sharing and management
• Email delivery services for automated responses and notifications

• System capable of handling up to 10,000 simultaneous users with 99.9% uptime
• Data encryption both at rest and in transit
• Response time under 2 seconds for at least 95% of user interactions
• Compliance with relevant data protection regulations (e.g., GDPR)

The new integrated communication platform is projected to decrease client onboarding time by 30%, increase customer satisfaction scores by 20%, and support a 50% growth in inquiry volume without degradation in system performance, thereby enabling the client to scale efficiently and improve overall service quality.