Case Study: Drive CX

by Rozhin Kardan

 

Summary

 

          Drive CX is a Customer Experience Management platform for hospitality and retail business owners who want to build loyalty, improve retention, and grow sales. We developed and integrated a subscription management module for the Drive CX to streamline the customer onboarding process which includes payment processing and a strong focus on customer experience.

 

          We created important functions such as monthly and annual recurring billing, subscription management including support for optional add-ons, invoicing, and access permission management for pre-existing features. We also included advanced reporting and analytics for Drive CX's team to access whenever they wanted.

 


 

Problem

Custom Web Application Development

 

Drive CX - The Problem

 

 

 

Our solution 

          Our solution was to build a tailor-made subscription management web application that would integrate seamlessly with Drive CX’s complex $3M pre-existing software systems and hardware devices that was steadily built over the past 3 years.

          Our good project management, flexibility processes and technical expertise made the tight project delivery schedule possible, even when with a complex project structure as 3 software vendors took part in it.

 

 

Technical

 

Used stripe to help manage subscriptions and auto billing

 

 

 

Business

 

Automated the sign-up progress from a manual one

 

Non-existent System

 

 

Drive CX - Our Solution

Project Management

 

Took our project management role for 3 vendors

 

 

 

Architectural design

 

Flow diagrams

 

Schema designs

 

API design

 

 

 

 

 

The Process

 

This project followed our typical development process:

  1. Scope planning with the client and the other vendors who participated in the project.
  2. Some wireframing work was then completed.
  3. Design –our core focus here was usability, we had to be cautious with the client’s brand consistency.
  4. Coding, Testing and customer sign-off followed a recurring cycle until final project delivery happened.
 
 
 

Manage my Subscription

 

Drive CX - Manage my Subscription Drive CX - Manage my Subscription

 

 

 

The Challenge

 
          For 5 years, Drive CX has been operating using a manual subscription payment model by obtaining their clients credit card information over the phone. Drive CX recognized the need of an upgrade and approached us for help.
 
 

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