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:
Location:
USA
|Texas
Company Size:
Industry:
Solution:
Services:
Technologies:
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.
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.
Smart search
The customer’s team faced the complex challenge of efficiently searching for specific emails within over 500 Gmail accounts owned by coaches, each with a small quota limit. Our solution offered a tailored smart search function that simplifies information retrieval for users and service agents. To speed up the process, we implemented an account aggregator, consolidating all benefit applicant-related communications into a single account. This synchronization process takes around 30 minutes and involves 50 million requests from 500+ Gmail accounts.
Communication management hub
The platform serves as an enhanced communication hub, facilitating efficient collaboration between coaches and benefit applicants/recipients. It achieves this by seamlessly integrating with Zoom services, allowing for improved communication and the consolidation of communication data into a single, easily accessible repository. This integration streamlines the process of data storage and retrieval, enhancing the overall efficiency of communication and collaboration on the platform.
End-to-end test coverage
We ensured the solution’s end-to-end test coverage with an automation solution that implements a dual-pipeline approach to maximize test execution efficiency. Our QA specialists integrated test automation into the CI/CD pipeline to make it run after deployments into 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. The implementation of such practices enhances platform reliability and ensures higher confidence for stakeholders.
Technology Solutions
- Used a serverless architecture hosted on Microsoft Azure to optimize operations, reduce expenses, and enhance scalability.
- Incorporated Zoom services 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.
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.
- App and database performance validated through advanced QA practices despite external limitations, ensuring a more reliable platform and increasing its appeal to potential investors.
- Automation for end-to-end test coverage that frees the QA team from repetitive regression and enables them to focus more on exploratory and edge testing.
