Interactive Consultation Platform for Business Technology Planning

Business services

Identified Challenges Faced by Business Consulting Firms in Client Engagement

Clients often require quick access to expert advice on technology selection, budget optimization, and development strategies. Currently, scheduling and providing personalized consultations is manual and time-consuming, leading to inefficient engagement processes and limited scalability for the consulting firm.

About the Client

A mid-sized consulting firm specializing in digital transformation and technology advisory services seeking to offer online consultation booking and strategic advisory sessions.

Goals for Developing an Online Consultation Scheduling and Advisory Platform

Enable clients to easily book 30-minute free consultations with senior experts via an online scheduling system.
Streamline the consultation booking process to reduce administrative overhead and improve client service experience.
Provide a platform that supports advising on issues such as technology selection, budgeting, MVP development, and final product planning.
Improve engagement metrics by increasing consultation bookings and reducing scheduling conflicts.

Core Functional System Requirements for the Consultation Platform

Real-time availability display for expert consultation slots
Secure booking form that captures client details and preferences
Automated email notifications and calendar integrations for reminders
Admin dashboard for scheduling management and consultation tracking
Responsive design for accessibility across devices
Captcha integration to prevent spam and ensure security

Technology Preferences for Consultation Platform Development

Web development frameworks (e.g., React, Angular or Vue.js)

Backend solutions (e.g., Node.js, Django, or similar)

Database management (e.g., MySQL, PostgreSQL)

Secure hosting with HTTPS and SSL certifications

Integration with email and calendar APIs (e.g., Google Calendar, Outlook)

External Systems and API Integrations Needed

Email service provider for automated notifications
Calendar APIs for synchronization with user calendars
Captcha service for form security
Payment gateway (if future paid consultations are planned)

Non-Functional System Attributes and Performance Criteria

System availability of 99.9% to ensure reliable booking
Response time under 2 seconds for booking requests
Data security compliance (e.g., GDPR, ISO standards)
Scalability to support increased client volume without performance degradation

Projected Business Benefits and Impact Metrics of the New Consultation Platform

The platform is expected to significantly improve client engagement by streamlining appointment scheduling, reducing administrative workload, and enhancing user experience. Anticipated outcomes include a 30% increase in consultation bookings, a 20% reduction in scheduling time, and improved satisfaction scores owing to efficient and accessible advisory services.