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Enhanced Client Consultation Management System
  1. case
  2. Enhanced Client Consultation Management System

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Enhanced Client Consultation Management System

jhavtech.com.au
Information technology
Business services
eCommerce

Client Engagement Challenges

Inefficient client request management system leading to potential delays in consultation scheduling, inconsistent client communication, and limited visibility into project pipeline status. Current manual processes risk missing business opportunities during peak inquiry periods.

About the Client

Technology consultancy specializing in transforming business ideas into digital solutions through custom software development and strategic IT consulting

Operational Improvement Goals

  • Implement automated consultation scheduling system
  • Create centralized client communication hub
  • Develop real-time project pipeline tracking dashboard
  • Improve client onboarding efficiency by 40%

Core System Capabilities

  • Online consultation request form with validation
  • Automated confirmation and follow-up email system
  • Client CRM with project status tracking
  • Resource allocation dashboard for project managers
  • Reporting module for pipeline analytics

Technology Stack

React.js for frontend interface
Node.js with Express backend
MongoDB database
AWS cloud hosting
Twilio for SMS notifications

System Integrations

  • Salesforce CRM integration
  • Google Calendar API for scheduling
  • SendGrid email service
  • Stripe payment gateway for deposits

Performance Standards

  • 99.9% system uptime SLA
  • Response time under 2 seconds for 95% of requests
  • Role-based access control with GDPR compliance
  • Horizontal scalability for peak loads

Business Value Projections

Expected 30% reduction in client response times, 25% increase in project conversion rates, and 50% improvement in resource utilization efficiency. The system will enable handling 3x more consultation requests during peak periods while maintaining service quality.

More from this Company

Client Engagement and Project Management Platform Development
Building an Effective Software Project Rescue Team Structure
Client Consultation Management System Development
Development of Automated Project Audit System for Mobile/Web Applications
Centralized Project Management and Client Collaboration Platform