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Development of Unified Mobile and Web Platform for Owner-Operator Truck Drivers

launchpadlab.com

Business services

Logistics

Challenges with Legacy Systems and Disconnected User Experience

Existing legacy web portal technology posed risks of service disruptions and high support costs. Inconsistent user experiences across mobile and web platforms led to reduced engagement and retention. Fragmented systems limited full-service capabilities, while Salesforce data storage concerns created compliance and scalability risks.

About the Client

Provider of bookkeeping, accounting, tax, and business consulting services for owner-operator truck drivers since 1998

Modernization and User Experience Enhancement Goals

Replace legacy web portal with modern, unified platform
Create seamless cross-platform experience for web and mobile users
Integrate complex native mobile functionalities
Reduce operational costs through technology consolidation
Ensure secure handling of sensitive business documents

Core System Capabilities and Key Features

Cross-platform Profit & Loss and Balance Sheet visualization
Mobile document scanning and file management
Photo upload/cropping functionality
PDF generation and mobile viewing capabilities
Secure document sharing with ATBS consultants

Technology Stack Selection

Heroku

Ionic

System Integration Requirements

Salesforce ecosystem
Native device APIs (camera, file storage)

Performance and Compliance Requirements

Scalable architecture for 150,000+ users
Mobile-first responsive design
Data security compliance (tax/business documents)
High availability cloud infrastructure
Cross-platform UI consistency

Expected Business Transformation Outcomes

Enables 12,000+ active users to manage business operations from any device with reduced workflow disruptions. Eliminates third-party dependencies (e.g., Informatica) while maintaining 100% Salesforce data compliance. Provides cost-effective platform for future feature expansion while improving user retention through consistent cross-platform experience.