Marketing & Commerce · Client work

One record set, three channels, two jobs

A platform providing marketing insight for a commercial marketing company, maintaining, modifying and displaying marketing records across a web application and native iOS and Android apps.

Telemarketing Web Application
SectorCommercial marketing
ChannelsWeb · iOS · Android
CoreMarketing records
UseAnalytical & transactional
01. The challenge

What made this hard.

The client's marketing records serve two 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.

02. What we built

The system we delivered.

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

The platform covers the full lifecycle (maintaining, modifying and displaying records) with the security and data controls a commercial client needs around data held for its 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.

03. Architecture & technology

How it is put together.

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

Web applicationiOSAndroidREST APIsRole-based access
04. Outcome

Where it stands today.

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 reporting and daily operations.

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