One record set, three channels, two jobs

The client's marketing records serve two different purposes at once: analytical work that looks across the whole set, and transactional work that operates on single records while managing their own clients.

Those two uses pull a system in opposite directions, and the records had to stay consistent across a web application and two mobile platforms.

We built one record management core serving both purposes, and delivered it through three channels so staff use whichever fits where they are working.

The platform covers the full lifecycle — maintaining, modifying and displaying marketing records — with the security and data management controls a commercial client needs around data they hold on behalf of their own customers.

• Full record lifecycle Maintain, modify and display marketing records from any channel.
• Multi-channel delivery A web application plus native iOS and Android apps on a shared core.
• Analytical & transactional The same records serve reporting and day-to-day client management.
• Security controls Robust access and data management around client-held data.

A shared services core exposing APIs consumed by the web application and both mobile clients, so record state stays consistent regardless of channel.

Staff work from the same record set in the office and in the field, with no reconciliation step between channels.

The client manages their own customers from a platform that serves both their reporting and their day-to-day operations.