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Development of Client Data Management and Marketing Automation Platform

innowise.com

Information technology

Advertising & marketing

Software development

Challenges in Personalized Marketing and Data Management

The organization faces challenges in efficiently collecting, processing, and utilizing client contact data for personalized marketing campaigns. Current processes lack automation for consent management, personalized content delivery, and tracking engagement metrics across multiple communication channels.

About the Client

International full-cycle software development company with 2000+ IT professionals, specializing in creating customized software solutions for global clients

Key Project Goals

Automate client data collection and consent management processes
Implement personalized marketing material delivery system
Create centralized platform for campaign tracking and analytics
Ensure GDPR/CCPA compliance in all data processing operations

Core System Requirements

Interactive client contact form with dynamic validation
Consent management and data processing workflow
Personalized content recommendation engine
Multi-channel campaign tracking dashboard
Automated email/SMS notification system

Technology Stack Preferences

React.js

Node.js

MongoDB

AWS Cloud Services

GraphQL

System Integration Requirements

CRM system integration
Email marketing platform API
Analytics tools (Google Analytics, Mixpanel)
Payment gateway integration

Non-Functional Requirements

High availability (99.9% uptime)
Data encryption at rest and in transit
Horizontal scalability
Multi-tenancy support
WCAG 2.1 accessibility compliance

Expected Business Outcomes

Implementation will result in 40% reduction in manual data processing time, 25% increase in marketing campaign conversion rates through personalized content delivery, and full compliance with global data protection regulations. The system will support scalable growth for handling 10x more client interactions while maintaining performance SLAs.