MarkMan Capital
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Introduction
In a dynamic financial landscape, MarkMan Capital recognized the need to not only provide cutting-edge investment guidance but also to streamline the user experience for subscribers. The project focused on revamping subscription services and introducing a new bundled offering - the Big Ol’ Markman Bundle (BOMB).
Client’s Challenges
Importance: Addressing these challenges was vital for MarkMan Capital to stay competitive, enhance user engagement, and deliver a seamless investment experience.
- Complex Subscription Processes: Streamlining the combination of diverse products into comprehensive subscription packages.
- SMS Service Reliability: Ensuring real-time and reliable SMS notifications for trade insights.
- Live Site Stability: Ensuring the stability of the live site during updates.
- Salesforce Heroku Integration: Efficiently deploying and testing the platform on Salesforce Heroku.
- Codebase Upgrade: Upgrading the existing Laravel 5 codebase to Laravel 8 while maintaining compatibility.
Project Goals
Diverse Subscription Models
- Introduce subscription models (Fast Track, Strategic Advantage, Precision ETFs, Tactical Options) and a Master Package (BOMB).
SMS Service Integration
- Ensure timely and reliable SMS notifications for subscribers.
Salesforce Heroku Deployment
- Successfully deploy and test the platform on Salesforce Heroku
Codebase Upgrade
- Upgrade the codebase to Laravel 8, ensuring compatibility and unlocking new features.
Live Site Stability
- Implement updates without disrupting the stability of the live site
Our Approach
Strategic Planning
- Introduced clear subscription models, each catering to distinct investor preferences.
- Devised a roadmap for SMS service integration to ensure reliability
- Planned the deployment on Salesforce Heroku to leverage its scalability
- Developed a comprehensive plan for the codebase upgrade, considering compatibility and feature enhancements
Methodology
- Adopted an iterative development methodology for ongoing collaboration and adaptability.
- Engaged in continuous communication with MarkMan Capital's team to address evolving requirements.
- Conducted regular feedback sessions to refine and optimize evolving features.
Collaboration
- Worked closely with Markman Capital's team throughout planning, development, and testing.
- Encouraged open communication channels to foster collaboration and shared understanding.
Design and Development Process
Design Process:
- Undertook a comprehensive redesign of the user interface for a modern and intuitive experience.
- Introduced interactive elements and user-friendly layouts.
- Ensured seamless integration of new features into the existing codebase.
Development Highlights:
- Integrated diverse subscription models, including the Master Package (BOMB) for consolidated services.
- Implemented real-time SMS notifications, enhancing user engagement.
- Migrated the platform to Salesforce Heroku for scalability.
- Executed a seamless upgrade from Laravel 5 to Laravel 8, ensuring compatibility.
Key Features
Subscription Models
- Fast Track, Strategic Advantage, Precision ETFs, Tactical Options, and the Master Package (BOMB).
Salesforce Heroku Integration
- Efficient deployment and testing for scalability.
Live Site Stability
- Updates implemented seamlessly, with minimal disruptions.
SMS Services
- Timely trade tips and buy/sell points delivered to subscribers.
Secure E-commerce Capabilities
- The incorporation of WooCommerce ensures a secure and feature-rich online store.
Technology Used
Backend Development
- Laravel 8 with Angular.
JavaScript Graphics
- High charts for interactive data visualization.
Analytics
- Facebook Pixel, and Google Analytics for insights.
Frontend
- Bootstrap, HTML, CSS for a modern UI.
Payment Gateway
- Stripe for seamless and secure online transactions.
AWS Services
- Load balancer and performance optimization.
PaaS
- Salesforce Heroku for scalable deployment.
Security
- reCAPTCHA for user data protection.
CDN
- Cloudflare for enhanced website performance.
Database
- PostgreSQL for secure and efficient data management.
SMS Service
- SendGrid for reliable SMS notifications.
Version Control
- Git for efficient code version control.
Challenges
- Product Packaging Complexity: Combining diverse products into one package.
- SMS Service Reliability: Ensuring the SMS service works seamlessly on the development server.
- Live Site Stability: Maintaining live site stability during updates.
- Sales Heroku Integration: Efficiently deploying and testing on Salesforce Heroku.
- Codebase Upgrade: Updating the codebase from Laravel 5 to Laravel 8.
Your Solution
Product Packaging Complexity
- Solution: Introduced clear subscription models, each catering to distinct investor preferences, and a Master Package for cost-effective bundling.
Salesforce Heroku Integration
- Solution: Carefully executed the migration process, addressing potential compatibility issues and leveraging Salesforce Heroku's capabilities.
Live Site Stability
- Solution: Implemented a meticulous update process, conducted thorough testing, and monitored live site performance in real-time to minimize disruptions.
SMS Service Reliability
- Solution: Conducted in-depth testing and debugging, ensuring the reliable and timely delivery of trade insights via SMS.
Codebase Upgrade
- Solution: Conducted a phased codebase upgrade, resolving PHP version issues and ensuring compatibility.
Testing & Quality Assurance
- Testing Process: Conducted thorough functional and usability testing to ensure the reliability of subscription models and SMS services.
- Testing Process: Performed compatibility testing after the codebase upgrade to guarantee seamless functionality.
- Bug Resolution: Identified and resolved bugs promptly, ensuring a smooth user experience during and after the update.
- Bug Resolution: Implemented an iterative bug resolution process, addressing issues in real time.
Results and Impact
Subscription Models
- Increased user engagement with a diverse array of subscription options.
Salesforce Heroku Integration
- Successful deployment showcased improved scalability and efficiency.
Live Site Stability
- Updates were implemented seamlessly, with minimal disruptions for existing users.
Subscription Models
- Improved reliability resulted in enhanced user satisfaction and participation.
Codebase Upgrade
- Upgrading to Laravel 8 unlocked new features and ensured a secure and modern codebase.
Conclusion
Success Summary:
- The MarkMan Project achieved its objectives, transforming MarkMan Capital's digital platform into a cutting-edge, user-friendly investment hub.
Next Steps:
- Continue monitoring user feedback for continuous improvements
- Implement further enhancements based on evolving user needs.
- Stay abreast of technological advancements to maintain a competitive edge.
Reviwes
Our happy clients
4.7 
Outstanding design and programming expertise! Their team's dedication and creativity surpassed my expectations. A go-to choice for anyone seeking exceptional services in both fields.
Sandra Joe
Developer
Visuals
Project Timeline
Initial 2 weeks
Project Initiation
Activities:
- Kick-off and team onboarding
- Requirement gathering and stakeholder meetings.
- Initial sprint planning.
Next 3 weeks
Planning and Design
Activities:
- Detailed planning sessions.
- Wireframing and prototyping for UI redesign.
- Technology stack selection.
Following 4 weeks
Implementation and Integration
Activities:
- Diverse subscription model implementation.
- Integration of subscription database and backend logic.
- SMS service integration for real-time notifications.
Subsequent 2 weeks
Project Initiation
Activities:
- Preparation for migration to Salesforce Heroku.
- Execution of deployment plan.
- Testing the platform's scalability and reliability.
Ongoing for 4 weeks
Project Initiation
Activities:
- Phased upgrade from Laravel 5 to Laravel 8.
- Addressing PHP version issues and ensuring compatibility.
- Live site stability during updates.
Final 3 weeks
Project Initiation
Activities:
- Comprehensive functional and usability testing.
- Performance optimization for enhanced user experience.
- Client onboarding and training.
Client Feedback
Streamlined Subscription Process
- "The revamped subscription process is intuitive and user-friendly. Our clients appreciate the simplicity, contributing to increased subscription rates."
User Interface Redesign
- "The redesigned user interface is not only visually appealing but also more intuitive. Navigating through the platform is smoother, contributing to a positive user experience."
Codebase Upgrade and Stability
- "The phased codebase upgrade was executed seamlessly. Live site stability during updates has been commendable, minimizing disruptions for our users."
Master Package (BOMB) Reception
- "The introduction of the Big Ol’ Markman Bundle (BOMB) has been well-received. Clients appreciate the cost-effective bundling of services, and the additional bonuses have added substantial value."
Salesforce Heroku Integration
- "The seamless deployment on Salesforce Heroku has proven to be a wise decision. The platform's scalability and reliability have met our expectations."
Lessons Learned
Client-Centric Iterations
- "Iterative feedback loops with the client proved crucial. Regular check-ins allowed us to align the evolving platform with client expectations, ensuring a solution tailored to their needs."
Effective Communication
- "Clear and consistent communication with stakeholders is key. Transparent communication channels facilitated a shared understanding of project progress and goals."
Agile Adaptability
- "The Agile methodology's adaptability was crucial for navigating evolving project requirements. Flexibility in response to changes contributed to successful project outcomes."
Thorough Testing Protocols
- "Comprehensive testing, especially during codebase upgrades and feature implementations, is paramount. Thorough testing identified and addressed potential issues before they impacted the user experience."
User-Centric Design
- "Prioritizing user-centric design led to a more positive reception. Understanding user behavior and preferences allowed us to create an interface that resonated with our audience."
Holistic Project Planning
- "Holistic planning, encompassing both technological upgrades and user experience enhancements, ensured a balanced and successful project. This approach addressed client goals comprehensively."
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