Alan Boswell partnered with Software Imaging’s team to create a bespoke customer portal that streamlined their business processes and enhanced their brand.
The primary objective was to develop a user-friendly portal that allowed customers to access, upload, and manage documents securely. One of the main challenges was to develop a solution that did not add any burden to the internal processes of Alan Boswell's expert advisors. Our team developed a completely bespoke portal tailored to Alan Boswell's unique requirements, focusing on the company's brand and ecosystem. By leveraging Alan Boswell's existing Office 365 system, we maintained a secure and compliant environment for customer data.
Alan Boswell, a leading insurance provider, recognized the need to optimize their existing process that relied on manual email exchanges for greater efficiency and a smoother customer experience. The company wanted to develop a customer portal that could improve the user experience and streamline their business processes. To achieve this, they partnered with our team to create a bespoke solution that satisfied their unique business requirements and enhanced their brand.
One of the main challenges faced during this project was to develop a solution that did not add any unnecessary burden to the internal processes of Alan Boswell's expert advisors. The company required a solution that could seamlessly integrate with their existing business processes and systems without causing any data movement or compliance issues. This meant that off-the-shelf solutions might not align with the company's existing procedures, leading to friction and inefficiency within the organization.
Our team developed a completely bespoke portal that was tailored to Alan Boswell's unique requirements. We used our Sidecar Toolkit to power the core of this solution. Sidecar is a set of tools that let us build high-quality modern applications and websites backed by the data storage and security of Office 365, Sharepoint & OneDrive. By leveraging Alan Boswell's existing Office 365 system to store all customer information, we were able to avoid any additional compliance considerations and maintain a secure environment for customer data. To ensure customer data privacy and separation, our team utilized a tool called the Sidecar Smart Proxy which provides access to Sharepoint via an additional account system for complete flexibility.
The collaboration between Alan Boswell and our team resulted in a customized, user-friendly portal that not only meets the company's unique needs but also enhances their brand image. By focusing on the core problem and developing a tailored solution that leverages existing infrastructure, we were able to deliver a product that Alan Boswell will continue to build upon in the future to improve the digital experience of their customers. With the successful completion of phase 1, the company can now look forward to integrating additional features such as notifications, newsletters, service integration, and claim submissions, further improving their customers' experience and engagement with the portal.