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Next-Generation Business Process Management Platform with Enhanced Automation
  1. case
  2. Next-Generation Business Process Management Platform with Enhanced Automation

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Next-Generation Business Process Management Platform with Enhanced Automation

techmagic
Financial services

Challenge

The client faces challenges in maintaining comprehensive, up-to-date, and secure business process documentation across a complex organization. Existing systems lack the flexibility to adapt to evolving regulatory requirements and business needs, hindering agility and increasing operational risks. Furthermore, integrating process management with existing Salesforce systems requires robust and reliable data synchronization.

About the Client

A large global financial services firm seeking to streamline operations, improve compliance, and accelerate digital transformation through advanced business process management.

Project Objectives

  • Develop a scalable and secure process visualization and management platform.
  • Enhance business agility through rapid process modification and adaptation.
  • Improve operational efficiency by automating process workflows.
  • Ensure compliance with GDPR and other relevant regulations.
  • Integrate seamlessly with existing Salesforce infrastructure for enhanced data visibility and user provisioning.

Functional Requirements

  • Highly customizable process diagramming with robust version control.
  • Real-time editing and locking functionality.
  • Automated data synchronization between applications.
  • Team management and access control.
  • Integration with Salesforce for user provisioning and metadata synchronization.
  • Two-way data flow between the platform and Salesforce.
  • Support for usage-based pricing models.
  • Automated workflow execution and task assignment.

Preferred Technologies

AWS
Node.js
MongoDB
Angular
Redis
Firebase
Salesforce
Serverless Architecture (AWS Lambda)

Integrations Required

  • Salesforce API
  • Payment Gateway API

Key Non-Functional Requirements

  • High Scalability
  • High Availability
  • Security (GDPR Compliance, Penetration Testing)
  • Performance (Fast rendering and editing)
  • Fault Tolerance
  • Automated Testing

Estimated Impact

This project is expected to significantly improve operational efficiency, reduce compliance risks, and accelerate digital transformation. The enhanced process visibility and automation capabilities will empower the organization to adapt quickly to changing business requirements, resulting in improved ROI and a competitive advantage. The integration with Salesforce will provide a unified view of business processes and data, fostering better decision-making.

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