The Ask
Marks Rate Ltd approached Made By People to develop a web-based platform that would streamline their operations and manage key service elements. The platform would enable their team to efficiently manage the matching of individual investors with small businesses seeking financing, ensuring a smooth and user-friendly experience.
The Observation
Marks Rate needed a comprehensive solution to manage both investors and small businesses. Their goal was to offer a seamless platform that could handle registration, subscription payments, investment opportunities, and communication, while reducing manual work and increasing operational efficiency.The Process
- Subscription Module Development
Made By People built a subscription feature allowing investors to track their monthly payments and invoices for continued access to investment opportunities on the platform. - Registration Feature
A registration system was developed for both investors and small businesses. This feature allows users to create accounts by providing all necessary information based on their account type, ensuring a smooth onboarding process. - Profile Management
Separate profile sections were designed for both investors and small businesses. Investors can manage and update their profiles, while small businesses can provide necessary information for potential funding opportunities. - Investment Opportunity Section
This section allows investors to view and explore available investment opportunities, including details on the SMEs, loan purchase orders (LPOs), invoices, return on investment (ROI) options, and the amounts being raised. Filtering options were added to make it easier for investors to navigate the available opportunities. - Dashboard Development
To reduce paperwork and streamline operations, a dashboard was developed for the Marks Rate team. This dashboard allows them to access key data, monitor platform activity, and manage processes more efficiently, eliminating the need for time-consuming manual work in Excel. - Messaging and Communication Module
A communication feature was integrated into the platform to facilitate interaction between the Marks Rate team, investors, and small businesses. This ensures that all parties can easily exchange important information throughout the investment process.
The Outcome
The web-based platform developed by Made By People provided Marks Rate with a streamlined solution to manage their investment matching process. The platform automated key features such as subscription management, registration, and profile updates while offering a user-friendly experience for both investors and small businesses. This greatly reduced the reliance on manual processes and enhanced operational efficiency.