Executive Summary
Our client, a respected leader in financial analysis and risk investigation with over 20 years of experience, faced an urgent need to develop a highly secure, custom application. The core challenge was integrating this application with their existing e-commerce trading platform while maintaining a seamless user experience via Single Sign-On (SSO) and ensuring the highest level of data protection.
CRMOZ delivered a robust solution utilizing Zoho Creator and its Customer Portal add-on. This strategy met all requirements for low-code development, delivered critical security features (SAML SSO), and enabled the complex integration of multiple third-party data sources, resulting in a fully operational, production-ready system that is now central to the client’s business operations.
The Client
Our client is a highly reputable firm specializing in financial analysis and risk investigation. With decades of industry experience, their business growth necessitated the creation of a specialized, secure digital application to manage and deliver complex, proprietary analysis directly to their customers.
The Challenge: Security, Integration, and User Experience
The client's primary objective was to launch a proprietary customer application that adhered to strict financial service security standards while solving several key technical and operational requirements:
- Requirement Business Goal Seamless Access (SSO) Customers must register/log in once on the e-commerce trading platform and gain direct access to the new application without any secondary login steps.
- High Security & Compliance. The application required the highest level of data protection and security protocols (SAML), essential for a financial services environment.
- Data Aggregation. The application needed to function as a personalized dashboard (Personal Cabinet), aggregating, calculating, and displaying critical customer data uploaded from various complex external third-party services.
- Development Speed The project required a quick turnaround, favoring a low-code/no-code development platform.
To define the scope for a successful delivery, CRMOZ initiated the process with a comprehensive Discovery Phase, resulting in a detailed Product Requirements Document, a defined technology stack, and a clear architectural scheme.
The Solution: Zoho Creator Ultimate
Based on the client’s requirements for high security, speed, and complex integration, CRMOZ made the strategic decision to build the application on Zoho Creator and leverage its specialized features:
1. Unified User Experience via Customer Portal
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We utilized the Zoho Creator Customer Portal to deliver the application as a personalized digital cabinet for each client.
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The Portal allows for sophisticated configuration of multiple permission levels and tailored data access, ensuring each customer only sees their specific, sensitive analysis.
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The portal was configured with a custom domain name, maintaining the client’s strong brand identity.
2. High-Grade Security and Custom Functionality
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SAML SSO Implementation: The crucial requirement for Single Sign-On between the e-commerce platform and the application was achieved using the Zoho Creator Ultimate Tariff Plan, which natively supports the SAML authentication protocol.
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Complex Calculations: Specific and complex calculations required for the financial analysis were handled flexibly using Zoho Creator's server-side connection, allowing for advanced logic beyond standard form functions.
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Customer Communication: Zoho Creator’s robust email client was leveraged to set up and manage different automated email notifications tailored for customer activity.
Results and Impact
The engagement resulted in the successful deployment of a critical business system that is now actively used in production:
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Production Readiness: CRMOZ delivered a fully developed system ready for the production stage, minimizing the time-to-market for the client’s new digital offering.
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Efficiency Verified: Functionality and customer usage tests confirmed a high level of efficiency, proving that the application successfully streamlined the delivery of the client’s core service.
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Successful Integration: The seamless SSO integration eliminated user friction, ensuring a professional and secure transition from the e-commerce platform to the personalized analysis application.
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Ongoing Support: CRMOZ continues to support the system through maintenance steps, ensuring long-term stability and optimal performance for the client.
