endorsedCompleted

Custom Marketing Analytics Dashboard for Financial Company

Services Covered:

Website Development

Industry

Financial Services

Duration

4 months

Budget

10K - 49K

Start Date

1 February 2021

Team Size

1-5 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

77/100

Good

Project Capability Score (PCS) estimates how capable Mobulous Technologies Pvt Ltd 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

Westpac

California City, United States of America

Project Summary

Mobulous developed a custom marketing analytics dashboard for a financial company to automate and streamline marketing processes and support the sales funnel. The dashboard improved task management and organization; Mobulous communicated effectively and used collaborative tools to deliver the project.

Key Challenges

Streamline and automate marketing processes to increase the sales funnel
Build a dashboard supporting multiple hierarchies for the organization's marketing agents
Deliver a web-based analytics solution within a competitive budget

Project Deliverables

Marketing analytics dashboard
Hierarchical dashboard interface for multiple organization levels
Front-end built with React.js and back-end built with Node.js
Project management and delivery via Basecamp/Infinity board

Project Solution

Mobulous built a custom marketing analytics dashboard using React.js for the front end and Node.js for the back end. The scope included a hierarchical dashboard for marketing agents aligned to the client's organization structure. The vendor staffed a five-person team with a project manager as the main point of contact and used Basecamp and Infinity board for project management.

Project Outcome

The dashboard helped the client better manage and organize overall marketing tasks
The project experienced a one-week delay which the client found acceptable
The client praised Mobulous's communication, project understanding and professionalism

Platforms

Tech Stack

React.js
Node.js

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The dashboard allowed the client to manage their tasks more efficiently, effectively streamlining their marketing processes. Mobulous was an organized and communicative partner, utilizing various collaborative tools to stay on track and deliver results that aligned with the client's goals.”
Kristin Punt
Former Marketing Lead
Date: 10/29/2021