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System Redesign for a SaaS Phishing Simulation Platform Targeting Enterprise Clients
  1. case
  2. System Redesign for a SaaS Phishing Simulation Platform Targeting Enterprise Clients

System Redesign for a SaaS Phishing Simulation Platform Targeting Enterprise Clients

yalantis
Business services
Financial services
Telecommunications

Identified Challenges in Scaling and Enhancing Phishing Simulation Platforms

The client faces rapid growth in customer acquisition, revealing the need for technological enhancements to support increased scale, improve platform stability, and expand functionalities. Existing solutions lack modern UI standards, efficient performance under load, and flexibility to serve diverse enterprise markets, including targeting larger organizations with industry-agnostic training tools.

About the Client

A mid-sized cybersecurity awareness startup providing AI-enabled SaaS platforms for simulating targeted phishing attacks to enhance organizational security training.

Goals for Enhancing and Scaling the Phishing Simulation Platform

  • Develop a new, user-friendly web application optimized for enterprise customers and expanding into targeted markets such as the US.
  • Refine the underlying business logic to eliminate inconsistencies and ensure seamless integration with existing systems.
  • Implement modern UI/UX standards to increase customer engagement and satisfaction.
  • Improve platform stability and performance to support higher user loads through backend refactoring and infrastructure optimization.
  • Establish robust development and deployment processes to facilitate rapid iteration and efficient scaling.

Core System Functionalities for a Next-Generation Phishing Simulation Platform

  • A web-based customer-facing interface with a modern, intuitive UI that conforms to current design standards.
  • Advanced scenario editor allowing launch, monitoring, and management of phishing attack simulations with attributes such as multiple steps, validation, and user preview.
  • Localized multi-language support, particularly English and other key languages relevant to target markets.
  • Ability to create, configure, and manage attack scenarios, including fake login forms, email attachments, and social media messages.
  • Robust backend architecture supporting asynchronous processing, scalable request handling, and high load stability, utilizing frameworks like FastAPI and modular codebases.
  • Comprehensive documentation and onboarding materials to facilitate rapid integration of new development talent.
  • CI/CD pipelines for continuous deployment, quality control, and quick iteration.

Recommended Architectural and Technology Stack for the SaaS Platform

TypeScript for robust, maintainable front-end code.
React with Material UI for modern, customizable UI components.
React Query for efficient API data management and server communication.
FastAPI (Python) for asynchronous, high-performance backend request handling.
Legacy code refactoring and modularization to enhance stability and onboarding.
Containerization and infrastructure as code (Terraform) for scalable deployment.

Essential External Integrations for Platform Functionality

  • External email, SMS, social media APIs for attack simulation delivery.
  • Notification and alert systems for user feedback and attack status updates.
  • Analytics and reporting tools for performance and engagement metrics.
  • Localization and language management systems.

Performance, Security, and Scalability Requirements for the Platform

  • Support for high concurrency, scaling efficiently to support increasing user loads without degradation in performance.
  • System uptime and stability under high load conditions, ensuring minimal downtime.
  • Compliance with data security standards, especially when handling user data and attack scenarios.
  • Rapid deployment cycles via automated CI/CD pipelines to facilitate iterative development.
  • Ease of onboarding new technical team members through comprehensive documentation.

Projected Business Benefits of the Phishing Simulation Platform Enhancement

The new platform aims to significantly increase customer engagement and satisfaction through a modern, user-centric design. It is expected to support larger enterprise clients and penetrate new markets, leading to faster growth. Performance improvements and stability enhancements will enable the platform to handle higher loads, thereby reducing downtime and support costs. The scalable development process and better documentation will accelerate feature rollout, fostering continuous product evolution and competitive advantage.

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