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Multi-component development of a perfect system of IT solutions for business development of a consulting financial company

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About company

For many years in a row, Nexxess from the city of Bedford, USA, has been providing its clients with qualified financial advice in the field of state taxation. During this time, the company acquired many grateful and satisfied customers, so they thought about improving customer service and introducing new information and technical developments. An accident with one of their IT system components led to an introduction to Avivi's development team.
And then fruitful cooperation began, where our specialists used almost the entire range of their skills and abilities in creating modern and effective solutions. We not only improved the existing tools, but also developed a new client portal, Telegram bot and many other useful things.
nexxess.com Bedford, USA

Project Team

George

Project Manager

George
Bohdan

Backend Developer

Bohdan
Serhiy

Backend Developer

Serhiy

Task

The first task for Avivi was to fix problems with a custom application for generating personal site pages for many Nexxess partners. However, already at the evaluation stage, we drew attention to the outdated design of the company's main website, the limitations of its functionality and UI, as well as the unrealized possibilities of Bitrix24, which is used for interaction with customers. This is how a common idea arose to improve customer service through the additional development of new components of the IT ecosystem, which should include a customer portal and a Telegram bot.

Solution

It is extremely difficult to describe the entire large-scale project carried out for Nexxess, so we will talk separately about the general concept and specifically about each of the components.

Avivi offered step-by-step improvement of client service, by providing partners and clients of the company with wider opportunities for interaction and communication. To do this, we developed a client portal and duplicated all its capabilities in the Telegram bot in order to make it as easy as possible for people to access the necessary tools and functions. The second step was to update the company's main website and improve its UX/UI. The third step is to improve business processes using Bitrix24 to improve the efficiency of Nexxess employees.

Client portal

This is a separate solution from the company's main site, intended for authorized visitors only. An account in the portal allows:

  • Manage the balance of funds for receiving services and products from Nexxess;

  • View exclusive information materials;

  • Communicate with the company's technical support;

  • Receive detailed statistics on cooperation.

Telegram Bot

We transferred all the capabilities of the client portal to Telegram, which makes it much easier to use all services. This approach relieves customers of the need to develop and support mobile applications, because all a Nexxess partner needs to have is the publicly available Telegram application.

Site rebranding

We have created a new modern design that meets the current status of the company and the needs of visitors. It is a non-template solution, fully developed in Avivi and integrated into the Nexxess IT ecosystem.

Bitrix24 customization

Thanks to Avivi, the company's employees began to use this product as productively as possible. It was Bitrix24 that took over most of the operational part, provided the implementation of the functionality of the ticket system for the support service, the database for storing information about goods and services, and also became an intermediary for integrations with other platforms. Separately, we customized the CRM in the direction of working with Leads: now the system is able to display a partner tree, that is, it shows the sequence of Leads that were attracted by other Leads.

Integration

Integration with the Stripe payment system and Citrix business software was necessary for the full functioning of the ecosystem. In addition, our team has developed an API for two-way integration of all infrastructure components with each other.

figma
pyton
django
JS
php
css
html
Citrix
Esign
Stripe
Telega
Bitrix24

Take a Look

The result

As a result of the project, Nexxess received a large set of effective and convenient solutions for improving customer service, reducing time spent working with customers, the ability to sell services and products directly to customers through a portal or Telegram bot, and all this in a convenient and understandable design. The vast majority of everything on the project is written in Python, which makes the solution fast, reliable, and always ready for scaling. Therefore, the main achievements are considered to be:

Updating the visual part of the website and its derivative pages — personal landing pages for the company's partners;

Custom development of a client portal separate from the site with a wide range of tools and their duplication in the Telegram bot;

API development and comprehensive integration of individual components for coordinated work and customization of Bitrix24 specifically for Nexxess needs.

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