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Development of Scalable Advisor Portal for High-Touch Client Engagement

launchpadlab.com

Human Resources

Financial services

Challenges in Digital Transformation

Manual communication processes (email/calls) caused inefficiencies in client-advisor scheduling and information sharing. Previous attempts to build a portal failed due to technical limitations and lack of scalable architecture. Needed automated workflows while maintaining premium brand experience.

About the Client

Human capital firm connecting private equity firms with industry advisors through customized advisory team assembly

Digital Transformation Goals

Automate client-advisor scheduling and communication workflows
Create branded digital platform maintaining high-touch service experience
Integrate with existing Salesforce CRM infrastructure
Enable real-time feedback incorporation and iterative improvements
Build scalable architecture for future growth

Core System Capabilities

Self-service appointment scheduling with automated notifications
Advisor network management with rating/note-taking capabilities
Advisor availability management system
Searchable advisor database with relationship tracking
Customizable admin panel for workflow management

Technology Stack

React.js for responsive front-end interface

Heroku platform with PostgreSQL database

Salesforce integration via Heroku Connect

Open-source frameworks for custom development

System Integrations

Salesforce CRM synchronization
Email notification system integration
User authentication services

Quality Attributes

Scalable architecture for 500% user growth
Sub-2-second page load performance
Enterprise-grade security protocols
High-availability infrastructure (99.9% uptime)
Maintainable codebase for rapid feature iteration

Business Impact Projections

Expected 85%+ adoption rate for digital scheduling within 6 months, 90% reduction in manual coordination time, and 95%+ transactional process automation. Enables 300% increase in client capacity per project lead while maintaining premium service standards. Feedback implementation cycle under 4 weeks.