Cloud-Based Client Tracking and Performance Monitoring System
Location:
New York, United States
Posted on:
Deadline:
Summary:
A New York-based RFP for a cloud SaaS platform supporting client tracking, performance monitoring, scheduling, and mobile access, with integration to major business applications.
Get full access to this RFP
Download the full RFP document and use Settle's AI to analyze requirements, estimate budget, and draft winning responses in minutes.
This RFP seeks a vendor to provide a cloud-based SaaS platform for client tracking and performance monitoring. The solution must be accessible from any location, offer automatic updates, and eliminate the need for on-premise infrastructure.
Key functional requirements include a mobile-accessible, client-facing portal with multilingual support, allowing clients to view case information, update their personal details, track service progress, and communicate with case managers. The system should integrate a robust scheduling component with calendar management, automated appointment reminders (via email and SMS), and two-way confirmation.
The platform must enable users to create and manage documents, update or change client information, sign forms, and track changes with date and time stamps, all from a mobile device. Additional features include real-time synchronization across integrated applications such as Microsoft Dynamics, Power BI, and Box to ensure data consistency, support for clients uploading enrollment documentation via an app, and clear separation of service delivery timestamps and data entry for compliance and reporting.
Best-fit vendors:
• Experience in designing and deploying enterprise-level SaaS client management solutions
• Expertise with systems integration (Microsoft Dynamics, Power BI, Box)
• Proven track record in delivering mobile-accessible portals with multilingual support
• Knowledge of scheduling, document management, and compliance tracking for service organizations
• Ability to provide ongoing support and automatic updates
