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Development of Scalable Web Platform and CRM Migration for Enhanced Revenue Streams

future-processing.com

Media

Financial services

Real estate

Environmental Services

Challenges in Scaling Digital Initiatives and Partnering for Rapid Delivery

PEI required a reliable partner to support rapid digital project execution, consolidate fragmented onshore agencies into a unified nearshore team, and address resource scalability challenges while maintaining premium service delivery amid rising market demands.

About the Client

Global B2B information and networking events group focused on alternative asset classes, including private equity, venture capital, real estate, and ESG investing.

Strategic Objectives for Market Expansion and Operational Efficiency

Open new revenue streams through digital platform innovation
Reach new audiences via enhanced web presence and subscription models
Upsell services to existing customers using integrated CRM capabilities
Establish a scalable, dedicated development team for agile project delivery

Core System Functionalities for Digital Transformation

Subscription-based web platform for 13 financial publications
Legacy data migration to modern CRM system (including SSIS and data warehouse integration)
Scalable front-end and back-end architecture for new ESG-focused publication
Performance monitoring and security enhancements for high-traffic platforms

Technology Stack for Scalable Solutions

Modern web frameworks

CRM platforms (e.g., Salesforce/SAP)

Data migration tools

Cloud infrastructure

Critical System Integrations

CRM with existing data warehouses
Third-party analytics APIs
Payment gateways for subscription management

Non-Functional Priorities

High scalability for rapid resource expansion
Enterprise-grade security for financial data
99.9% system uptime SLA
Cross-platform compatibility

Anticipated Business Outcomes

Enables PEI to capture emerging ESG investment market opportunities, increase subscription revenue through improved user experience, reduce operational costs via centralized development resources, and maintain leadership in alternative asset information through agile digital innovation.