Development of an Internal Analytics Dashboard for Enhanced Data Management and Marketing Automation

The client experienced difficulties managing marketing contacts through manual processes, limited automation, and inefficient data collection, leading to delays in outreach and suboptimal personalization of marketing campaigns.

A mid-sized international service provider specializing in business process management and digital solutions, seeking to optimize client engagement and internal data handling.

• Automate the collection and management of client contact information to reduce manual data entry efforts.
• Implement a consent management system for compliant processing of personal data for marketing purposes.
• Develop a centralized internal dashboard for data visualization and campaign management.
• Streamline the sending of personalized marketing materials through automation, reducing operational time by a significant margin.
• Enhance overall marketing effectiveness, aiming to increase responsive engagement rates and improve outreach efficiency.

• Web form for contact information collection with consent verification.
• Secure data storage compliant with data protection regulations.
• User authentication and role-based access control.
• Automated email campaign scheduling and dispatch capabilities.
• Real-time analytics for tracking engagement metrics.
• Notification and alert system for campaign updates and data requests.

• CRM systems to synchronize contact data.
• Email service providers for campaign automation.
• Authentication services for secure user access.
• Data protection and compliance tools to manage consent records.

• System must support at least 10,000 concurrent users with optimal performance.
• Data security measures ensuring compliance with GDPR and similar regulations.
• System uptime of 99.9% with disaster recovery protocols.
• Scalable architecture to accommodate future feature additions and increased data volume.

The new internal dashboard is expected to streamline contact data collection and marketing processes, reducing manual efforts and operational overhead. It will enable automated, personalized marketing campaigns leading to an estimated 25% increase in engagement rates and a 15% reduction in campaign deployment time, ultimately enhancing client outreach effectiveness and data compliance.