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Onboarding Automation Platform for Consulting Firm

Services Covered:

Website Development
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Industry
Industry

Business Consulting & Services

Duration
Duration

114 months

Budget
Budget

Confidential

Client Size
Start Date

1 February 2017

Team Size
Team Size

6-10 Employees

Engagement Model
Engagement Model

Offshore

Project Capability Score (PCS)

gauge meter
80/100
Strong

Project Capability Score (PCS) estimates how capable Codibly is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

PA Consulting Group

map United States of America

Project Summary

Codibly served as the primary software development resource for a large consulting firm, enhancing and automating client onboarding on a data management platform. The vendor scaled the software to be deployable on hosts such as Amazon, improved onboarding speed and feasibility, and continues to deliver ongoing development and feature updates.

Key Challenges

  • Scale offerings to allow e-clients to onboard with minimal effort
  • Automate data transformation into applications to avoid consulting delays
  • Streamline onboarding, data upload, and delivery processes for faster time to value

Project Deliverables

  • Onboarding automation platform for clients
  • Packaged, deployable software/service for hosting on platforms such as AWS
  • Scalable software updates and feature additions to support new customers
  • Streamlined data uploading and delivery mechanisms

Project Solution

Codibly acted as the client's software development resource, scaling and packaging the existing platform so it could be deployed on hosting providers (such as Amazon). They automated and streamlined complex functionality including onboarding, data uploading, and application delivery, and enabled the platform to be more easily deployed and extended to add features and customers.

Project Outcome

  • Faster and more feasible customer onboarding with positive client feedback
  • Project stayed within budget and integrated seamlessly so end clients are unaware of vendor involvement

Platforms

  • WebWeb

Tech Stack

  • Amazon Web Services (AWS)Amazon Web Services (AWS)

Client Endorsement

Overall Review Rating

4.5star

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The team improved the speed of the platform, which has resulted in positive feedback from end users. Codibly’s team is competent and collaborates well with internal resources. Although there are some communication issues, Codibly’s pricing and project management are impressive.”

Stephen Kerr

Director, PA Consulting Group at PA Consulting Group

Note: This endorsement is based on publicly available client feedback from external review sources.

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