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Development of an Integrated Customer Flow Management System
  1. case
  2. Development of an Integrated Customer Flow Management System

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Development of an Integrated Customer Flow Management System

gorrion.io
Advertising & marketing
Information technology

Operational Inefficiencies in Agency Workflow

Fragmented internal systems across departments caused redundant processes, inconsistent data synchronization, and scalability limitations. Multiple disconnected tools created workflow bottlenecks and increased operational overhead.

About the Client

UK-based social media agency seeking operational optimization through unified digital solutions

Unified Platform Implementation Goals

  • Consolidate multiple operational tools into a single integrated system
  • Streamline client management and project workflow processes
  • Improve cross-departmental collaboration and data visibility
  • Establish scalable infrastructure for future growth

Core System Capabilities

  • Unified dashboard with real-time workflow visualization
  • Client lifecycle management with automated tracking
  • Cross-functional task assignment and progress monitoring
  • Integrated reporting and analytics module
  • Collaboration hub with document sharing and messaging

Technology Stack Preferences

React
Node.js
MongoDB
AWS

System Integration Needs

  • Social media platform APIs
  • Payment gateway services
  • Third-party analytics tools
  • Cloud storage solutions

Operational Requirements

  • Horizontal scalability for 500+ concurrent users
  • 99.9% system uptime SLA
  • Role-based access control with GDPR compliance
  • Response time under 2 seconds for core operations

Expected Business Transformation

Projected 40% reduction in operational overhead through process automation, 60% improvement in cross-team collaboration efficiency, and 300% capacity increase for client portfolio growth without proportional resource investment.

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