Digital Platform for Management Consultants powered by Truminds

Any successful solution should efficiently resolve the problem statement and also be self-sustaining, with minimal maintenance involved. This is where the Management Consultant platform developed by Truminds scores big.

The platform brings together the business service consultants with those clients who are looking for these services and does so in an efficient & smooth manner, enabling cost savings. Truminds R&D team was involved right from the time of inception, from converting the concept into a live deployment of the product. This required converting the business requirement to user stories and then implementing the same covering the entire end-to-end product lifecycle of a Digital Platform for Management Consultants.

?This is a platform where business consultants offer their services in various sectors like finance, marketing, banking etc. and clients looking for these services can look up, compare and hire the consultants. However, the platform does not just function as an online marketplace for specialised skills, but also integrates various functionalities like project management and invoicing to serve as a one-stop shop both for clients as well as the consultants. Clients do not have to hunt around for services and get single-place access to all the functionality they need to get their work done. Consultants do not have to worry about wasted time, effort and money in reaching out to multiple clients. Most importantly, the platform provides an efficient, cost-effective and end-to-end solution for everyone.

Users (whether client or consultant) can sign up on the portal very quickly, gets validated and start using the platform. The entire collaboration lifecycle (search for opportunity/talent, send/receive a proposal, confirm the project and onboarding) can be done in one go without leaving the portal. The portal also provides an “Insights” section featuring the latest knowledge from various consulting and business sectors.

?From a technical perspective, this portal makes extensive use of integration of various technologies and services not only to shorten development time but also to help minimise the maintenance effort needed for updating any features. Some of its key features are:

1. Integration with third-party services like Wrike for project management, Xero for Invoicing, Salesforce for CRM, Quickblox for Online Collaboration, Klipfolio for Dashboarding
2. Microservices architecture for faster and independent deployment of new features
3. Geolocation technology to automatically display location-specific content to users
4. Knowledge bots and a chat service to reduce friction during the sign-up process
5. Role-based access to provide only relevant features and navigation
6. Intuitive persona-based dashboards

7.?????Support for Single Sign-On to enable user a transparent user experience without needing to enter multiple credentials

?Truminds team is successful in delivering the optimal solution even though there were many challenges related to design user workflows etc.

One of the key decisions which helped us deliver was to not reinvent the wheel but to leverage the existing open source as well as commercial technologies and services to implement necessary functionality. We customised Ofbiz software through Opensource Professional Automation to cut down development time.?We also piggybacked on the experience and insights offered by experts and software architects in digital platform development to adopt and implement best practices.

?One of the major highlights of this platform is near-zero code integration i.e. ?the portal is manageable by Business owners itself. In fact, this portal is currently being used and maintained by the marketing solutions team, which is a major testimony to the success of our delivery. As we work on making this portal an even better experience for all its users, we have no doubt that this is a level of success we would want to replicate in all our projects.