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Wagmo Platform Enhancement: Expansion and Optimization for Continued Growth
  1. case
  2. Wagmo Platform Enhancement: Expansion and Optimization for Continued Growth

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Wagmo Platform Enhancement: Expansion and Optimization for Continued Growth

ventionteams.com
Insurance
Health & Fitness
Consumer products & services

Challenges with Legacy Systems and Scalability

Wagmo initially relied on manual processes using Excel spreadsheets for client management and lacked efficient payment processing. This hindered scalability, created inefficiencies in customer service, and delayed reimbursement timelines, negatively impacting customer satisfaction and limiting growth potential. The need for a streamlined, automated, and integrated platform to support increasing user volume and expand service offerings was critical.

About the Client

Wagmo is a pet insurance provider focused on offering affordable monthly wellness plans covering routine pet care, including both urgent and essential services.

Project Goals

  • Enhance the existing Wagmo platform to support expanded service offerings and increased user capacity.
  • Improve customer onboarding and plan management efficiency.
  • Streamline payment processing and reduce reimbursement timelines.
  • Increase operational efficiency through automation and data-driven insights.
  • Improve user experience with a simplified checkout flow.

Functional Requirements

  • User-friendly client onboarding process.
  • Flexible insurance plan configuration and management.
  • Integration with multiple payment gateways (PayPal, Venmo, Stripe).
  • Automated reimbursement processing.
  • Real-time usage statistics and trend analysis.
  • Simplified checkout flow for adding new packages.
  • Comprehensive admin training modules.

Preferred Technologies

Python
Django
React
PostgreSQL
AWS
Firebase
Klaviyo

Required Integrations

  • Stripe
  • Venmo
  • PayPal
  • Plaid/Dwolla
  • Klaviyo
  • GitHub
  • Concourse

Non-Functional Requirements

  • Scalability to support a growing user base.
  • High performance and reliability.
  • Robust security measures to protect sensitive customer data.
  • Compliance with relevant data privacy regulations.
  • Maintainability and ease of updates.

Expected Business Impact

This project is expected to significantly increase Wagmo's customer base, improve customer satisfaction, enhance operational efficiency, and support continued growth. By migrating to a robust and scalable platform, Wagmo will be better positioned to offer a competitive and user-friendly pet insurance experience, leading to increased revenue and market share. Improved reimbursement times will positively impact customer retention and loyalty.

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