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Implementing an Agile, Scalable CRM Infrastructure to Enhance Operational Visibility and Efficiency
  1. case
  2. Implementing an Agile, Scalable CRM Infrastructure to Enhance Operational Visibility and Efficiency

Implementing an Agile, Scalable CRM Infrastructure to Enhance Operational Visibility and Efficiency

ventionteams.com
Gaming

Identifying Challenges in Fragmented Systems Limiting Growth and Visibility

The client operates with dispersed and fragmented legacy systems that hinder comprehensive operational visibility and real-time data access. This fragmentation impacts the ability to assess growth opportunities effectively, delays decision-making, and reduces overall productivity. The client requires an agile and intuitive infrastructure that consolidates data, automates routine tasks, and supports scalable growth.

About the Client

A mid-sized gaming solutions provider seeking to optimize internal processes, improve visibility into operations, and accelerate growth through enhanced technological infrastructure.

Enhancing Efficiency and Scalability to Support Rapid Growth

  • Consolidate dispersed legacy systems to improve data visibility and accessibility.
  • Implement automation to reduce manual, repetitive tasks and improve efficiency.
  • Enhance system scalability to support a significant increase in product offerings (e.g., addition of 40+ new solutions within a year).
  • Achieve measurable productivity improvements, aiming for a 20% increase in operational efficiency within six months.
  • Reduce manual work time by 50% through automation and integrated workflows.

Core Functionalities for Modernized Customer and Data Management System

  • Integration with communication platforms (e.g., email, calendar) for streamlined workflows.
  • Single sign-on technology for seamless user access and security.
  • Customizable data models to reflect evolving business processes and offerings.
  • Automation of routine tasks to increase productivity and reduce manual effort.
  • End-user training and support to promote adoption and optimize use of the new system.

Preferred Technologies and Architectural Approaches for System Development

Cloud-based CRM platform with scalability features
Automation and workflow tools
Security protocols for single sign-on and data protection

Necessary System Integrations for End-to-End Functionality

  • Communication platforms (e.g., email, calendar) for workflow automation
  • Existing data repositories for extended data models
  • User authentication systems for streamlined access

Critical Non-Functional Requirements for Optimal System Performance

  • System scalability to accommodate rapid growth
  • High system availability and uptime (e.g., 99.9%)
  • Data security and privacy compliance
  • Intuitive user interface to facilitate quick adoption
  • Rapid deployment with initial automation opportunity identification within days

Projected Business Impact Through System Modernization and Process Automation

By implementing a consolidated, automated, and scalable infrastructure, the client is expected to increase operational productivity by approximately 20% within six months, halve manual work efforts, and expand product offerings by at least 40 solutions in the first year, thereby strengthening market position and supporting sustained growth.

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