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Modernization of Global Consultancy Platform for Cultural Assessments

codedistrict.com

Business services

Human Resources

Consulting

Organizational Development

Challenges with Legacy System

Barrett Values Centre's legacy system, built on outdated technology (Java 6) and fragmented across multiple platforms (Salesforce, QuickBooks, LMS), is hindering scalability, automation, and user experience. Manual processes are slow, data is not centralized, and reporting is inefficient, limiting the company's ability to handle growing survey volumes and provide timely insights to clients. This impacts operational efficiency, client satisfaction, and prevents further growth.

About the Client

Global consultancy firm specializing in cultural and leadership assessments to improve organizational performance.

Project Goals

Reduce survey processing time by 40%.
Handle over 30,000 survey participants efficiently.
Automate 90% of manual processes related to assessments, invoicing, and agreements.
Improve user onboarding time by 50%.
Increase reporting efficiency by 70%.
Enhance data accuracy and reduce errors in invoicing and order entry by 95%.
Support a 15% increase in client growth within the first year.

Core System Functionality

Survey creation and administration
Automated data collection and processing
Real-time reporting and analytics dashboards
Client management module
Automated invoicing and payment processing
Document management and e-signature integration (DocuSign)
Integration with QuickBooks for financial management
User-friendly interface for efficient onboarding
Role-based access control for data security

Technology Preferences

AWS ECS

AWS Fargate

ReactJS

Laravel

ENUMs

Lookup Tables

DocuSign API

QuickBooks API

External System Integrations

Salesforce
QuickBooks
DocuSign
LMS (Learning Management System)

Non-Functional Requirements

High scalability to handle increasing survey volumes.
High performance and fast response times.
Robust security to protect sensitive client data.
Reliable and fault-tolerant architecture.
Data consistency and integrity.

Expected Business Impact

This modernization project is expected to significantly improve Barrett Values Centre's operational efficiency, reduce costs associated with manual processes, enhance data insights, improve client satisfaction, and support future growth. The project will enable the company to scale its operations, deliver faster turnaround times, and maintain a competitive edge in the market.