Leobit
Educational & Consulting Platform for People with Disabilities
Development and quality assurance for a web-based education and consulting platform for people with disabilities
ABOUT the project
- Client:
- EdTech and Consulting company
- Location:
-
USA
|Texas
- Company Size:
- 200+ Employees
- Industry:
- EdTech
- Solution:
- Custom Software
A sophisticated web platform that aids individuals with disabilities in navigating the claiming process for insurance benefits. At its core, this platform serves as a central hub and facilitates direct interactions between benefit recipients and their coaches, streamlining the often complex and bureaucratic process of obtaining disability benefits.
By offering tailored education-based membership programs, the platform empowers benefit applicants with knowledge and resources, making the insurance claim process more comprehensible and accessible. Additionally, it introduces cost-saving benefits, such as reduced expenses for accessing independent medical professionals.
What’s remarkable is that they’re always on top of deliverables, timelines, and bug-fixes.
Customer
Our customer is a reputable educational coaching and consulting company dedicated to providing valuable assistance throughout the complex insurance benefit claim process, ensuring individuals with disabilities receive the benefits they are both legally and medically entitled to. The company plays a pivotal role in connecting potential benefit recipients with medical professionals who conduct disability evaluations and provide credible Independent Medical Opinions & Nexus Statements for a wide spectrum of disability conditions. They offer a comprehensive range of expert-level educational resources through their websites and programs to ensure benefit applicants are well-informed and supported throughout their journey.
Business Challenge
As part of their digital transformation strategy, our client aimed to launch a web platform to automate key business processes. Initially, the client partnered with another development firm to realize this vision. However, the delivered platform fell short of quality expectations, suffering from significant functional issues and being unsuitable for market launch.
The client faced the challenge of performing robust regression and end-to-end testing across functional and UI flows. This task was further complicated by tight deadlines and reliance on third-party integrations, which limited test coverage to around 50%. Manual testing alone was not scalable due to the rapid pace of deployments.
Why Leobit
Our client initially engaged with another development firm, but they were unable to successfully launch the web platform and meet the project’s deliverables. They conducted a thorough search for an Azure and .NET development partner and chose Leobit as their top choice. Leobit’s expertise in .NET, with over 100 successful projects, and our Microsoft Solutions Partner Designation made us the ideal fit. We took over the project, handling backend development, database management, infrastructure improvements on Microsoft Azure, and quality assurance.
Project
in detail
Our team conducted a comprehensive code review of the codebase delivered by the previous vendor and identified and removed approximately 80% of redundant or unused code. Subsequently, we started the process of restructuring to enhance the platform’s overall performance and reliability. Moreover, our experts undertook the task of redesigning certain features entirely, optimizing their functionality, and streamlining system operations.
Leobit began the project by implementing Gmail integration as one of the first core features, addressing a key pain point: hundreds of separate email accounts used by company representatives, coaches, and other roles made communication fragmented and difficult to track. The team ensured that all benefit applicant–related emails were automatically synchronized and displayed directly within the platform, giving internal users, including administrators and service agents, full visibility into communication between external users and various internal stakeholders.
An important performance requirement in platform development was efficient notification processing. The activities of coaches generate a significant flow of notifications within the platform, peaking at around 100 notifications per second and doubling during peak hours. To meet these high-reliability demands, our engineers developed a custom solution that adopted an approach that prioritizes reliability over performance, ensuring the high-quality delivery of notifications. It works by tracking every event and action that occurs within the system, allowing users to customize their notification preferences. While this approach might result in slightly slower delivery speeds, users are guaranteed to receive their notifications with an impressive 99.99% delivery rate.
The platform incorporates advanced filtering capabilities for portal administrators, enabling them to efficiently search for specific information within a vast array of content and documents. This functionality is achieved through integration with Azure Cognitive Search. The openwork cognitive search system employs advanced algorithms and cognitive capabilities to parse and index the data, making it easier for administrators to retrieve the necessary information efficiently and accurately.
The Leobit team implemented a comprehensive testing strategy that included functional testing to verify platform features and UI/UX testing to ensure key screens were intuitive and user-friendly. We conducted integration testing to validate smooth data exchange between internal modules and external services. In addition, we used exploratory testing to uncover edge cases and unexpected user behavior, and smoke testing to confirm platform stability after each deployment. Role-based access testing ensured the system behaved correctly for coaches, administrators, and service agents.
To improve testing efficiency, our QA specialists implemented automated daily regression runs, including critical end-to-end flows. This approach enabled the team to quickly identify and fix bugs, as well as stabilize the platform within tight deadlines.
Custom-made CRM system
We created a custom CRM system to consolidate and enhance the analysis of customer-related data. This CRM acts as a centralized database that integrates information from multiple channels, including customer interactions, Zoom phone records, meetings, and other inquiries. This CRM system has effectively streamlined lead and contact management.
To keep your team organized and ensure they stay on top of their tasks and schedules, the platform includes a task management dashboard with automated notifications for upcoming tasks or scheduled meetings.
It centralizes documents and tasks associated with each benefit applicant, offering a comprehensive and organized repository for efficient management and analysis of benefit applicant-related information. Users can easily access and analyze this consolidated data through a user-friendly interface, streamlining the process.
Centralized Email Management
The customer’s team faced the complex challenge of efficiently searching for specific emails within over 500 сoach-owned Gmail accounts, each limited by small storage quotas. Our solution offered a tailored smart search function that simplifies information retrieval for users and service agents.
To solve this challenge, the Leobit team implemented an account aggregator that consolidates all communications related to benefit applicants into a single account. The platform synchronizes emails every 30 minutes, processing thousands of emails and handling 50 million requests from 500+ Gmail accounts to ensure up-to-date, reliable access to data. It then displays all communications directly within the platform, allowing users and service agents to search and access emails through a single, convenient interface.
As the platform evolved, the Leobit team replaced Gmail with Outlook Mail to provide a more scalable, enterprise-ready email infrastructure. To support this transition, we implemented a real-time account aggregation mechanism that retrieves email data from Outlook Mail and instantly displays all relevant communications within the platform.
Communication management hub
The platform acts as a centralized communication hub that enables efficient collaboration between coaches and benefit applicants or recipients. At the initial stage, the Leobit team integrated Zoom to support online meetings and consolidate communication data into a single, easily accessible repository. This integration streamlined data storage and retrieval, improving overall communication efficiency on the platform.
As the product evolved and business scalability requirements increased, the Leobit team replaced Zoom with Genesys Cloud. This transition provided a more robust and scalable communication infrastructure, better aligned with enterprise needs and long-term growth.
Payment system integration
The Leobit team integrated the platform with Oracle NetSuite to ensure full visibility and control over all financial interactions related to benefit recipients. In addition, the team integrated the Paymentus payment gateway to enable secure and reliable payment processing within the platform.
These integrations enable organization to centrally track, manage, process, and reconcile payment data in a single location. By synchronizing payment information in real time, the system provides clear and up-to-date payment statuses, helping teams quickly identify completed, delayed, or missed payments. As a result, the platform reduces manual effort and provides full transparency across payment operations.
End-to-end test coverage
We ensured end-to-end test coverage with an automated solution that implements a dual-pipeline approach to maximize test execution efficiency. Our QA specialists integrated test automation into the CI/CD pipeline so it runs after deployments to the QA environment. Our framework runs about 1,200 standard tests daily, along with 140 specialized tests focused on filters and database load, which are executed over the weekend. Implementing such practices enhances platform reliability and builds greater confidence among stakeholders.
Technology Solutions
- Used a serverless architecture hosted on Microsoft Azure to optimize operations, reduce expenses, and enhance scalability.
- Incorporated Zoom services, which were later replaced with Genesys Cloud, to transform the platform into an efficient communication hub for coaches and benefit applicants/recipients.
- Integration with payment systems like Oracle NetSuite, allowed for real-time tracking and management of payment data.
- Developed a custom notification system for reliable tracking and delivery of notifications.
- The custom-made CRM streamlines access and analysis of consolidated customer data for improved efficiency.
- Implemented smart search function and account aggregator to simplify information retrieval and consolidate communications into a single account.
- Used the Azure Cognitive Search to provide advanced filtering capabilities for portal administrators.
- CI/CD testing pipeline with automated test execution triggered post-deployment into QA.
- Designed and implemented an account aggregation mechanism, initially for Gmail and later adapted for Outlook Mail, which centralized email communications and provided real-time visibility directly within the platform.
Value Delivered
- Accelerated market entry, achieving a live presence in less than 4 months.
- Successfully onboarded over 20,000 clients and 100 employees within a short timeframe.
- Achieved a 30% increase in the average benefit recipients’ rating, leading to increased brand reputation and trust within the people with disabilities community.
- Introduced end-to-end test automation, reducing manual regression effort and allowing the QA team to focus more on integration and role-based testing.
