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This case study explores the implementation of a digital workflow system by Softcodeit for a US-based business consultation institute. The system streamlines learning, automates tasks, and tracks progress, enhancing efficiency and helping clients launch businesses faster with a step-by-step plan.
A fast-growing US-based business consultation institute sought to assist individuals in launching their own businesses through a structured, step-by-step methodology. However, they faced several challenges in scaling their support system.
Their manual guidance process was complex and time-consuming, making it difficult to manage a growing number of users.
Without a centralized digital system, tracking user progress and ensuring task completion was inefficient.
A lack of automation led to users frequently missing crucial steps or deadlines, slowing down their entrepreneurial journey.
Limited visibility into individual user progress restricted management’s ability to provide timely support and intervention.
These challenges not only complicated the process for users but also constrained the institute’s ability to provide consistent and scalable guidance.
Softcodeit Solutions collaborated with the institute to develop a comprehensive digital workflow system, incorporating a structured, video-based plan to guide users toward their goals. The key features of this solution include,
Mobile App & Web App: The solution is available on both mobile and web platforms, ensuring users can engage with their plans anytime, anywhere.
Structured Learning & Task Management: Users follow a customized step-by-step plan, watching instructional videos and completing assigned tasks before progressing to the next step.
Automated Task Assignments & Reminders: The system ensures users stay on track by automatically assigning tasks after each video and reminding them of due dates.
Progress Tracking & Support: Admins can monitor user progress in real-time, provide assistance when needed, and ensure timely completion of each step.
Custom Plan Creation: Admins can create and customize workflow plans tailored to individual user needs, allowing for a more personalized experience.
Scalable & White-Label Ready: The platform is designed for multiple businesses, allowing organizations to customize the workflow system for their own needs.
The solution was built using Angular for the front end, NodeJS (NestJS framework) for the API, and MongoDB/PostgreSQL for the database. It was hosted on AWS Cloud, providing a scalable and secure environment. The mobile app was developed using Flutter, a hybrid platform to create both iOS and Android applications.
The implementation of this digital workflow system has transformed the institute’s ability to guide users efficiently and help them achieve their goals more rapidly. Users complete their plans 50% quicker since everything is well-structured and easy to follow. The step-by-step process keeps them engaged, and automated reminders make sure they stay on track. Admins save a lot of time since they don’t have to manually check progress or send follow-ups. The system also makes it easier to support more users without extra effort.
“This system has revolutionized the way we support aspiring entrepreneurs. The video-based, step-by-step structure simplifies the process, and the integrated task tracking keeps users on schedule. It has saved us significant time, minimized confusion, and enabled more people to achieve their business goals.”
Regardless of the size or nature of your business, Softcodeit Solutions delivers customized solutions that drive efficiency and growth. Ready to transform your business operations? Contact us today to begin your journey towards digital transformation.