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A concrete project with a clear subject and real-world context.
A mid-sized logistics firm operating across three provinces needed to reduce the time it took to bring new corporate clients onto their platform. The existing process involved manual data entry, paper forms, and back-and-forth emails that stretched onboarding to an average of 12 business days. The goal was to cut that to under 4 days without adding headcount.
We mapped the full client journey from initial contact to first shipment. The bottlenecks were clear: document collection, credit checks, and contract signing each had their own separate workflow. We designed a single portal that consolidated these steps. The client submits documents once, the system triggers a credit check via an API, and the contract is generated from a template with pre-filled fields. Each step sends a notification to the relevant internal team.
The portal was built as a lightweight web application using a Python backend and a React frontend. We integrated with the firm's existing CRM via REST endpoints and set up automated email triggers for status updates. The document upload module included OCR for standard forms, which reduced manual data entry by roughly 60%. The credit check integration used the firm's existing banking partner API, so no new vendor contracts were needed.
Average onboarding time dropped from 12 days to 3.5 days within the first two months. The error rate on client data entry fell by 80%. The internal operations team reported a noticeable reduction in follow-up calls and emails. The portal now handles roughly 40 new client onboardings per month, and the firm plans to extend the same approach to their vendor onboarding process later this year.