Risk Management Company

The risk management industry has long relied on manual processes and Excel spreadsheets for critical tasks. Our client recognized the inefficiency of this approach and the opportunity to stand out by leveraging technology. However, as a smaller player in the industry, they faced the challenge of competing with larger companies with greater resources.

Their goal was to develop a robust, user-friendly tool to replace Excel-based workflows, enabling:

• Faster and more accurate asset tracking.
• Improved data management and reporting.
• A more professional and tech-forward image to attract clients.

An initial estimate from a traditional development firm priced the project at nearly $500,000, far exceeding their budget.

Drive Phase Consulting partnered with the client to design and build a custom no-code platform using Bubble and Xano. By leveraging no-code technology, we delivered a cost-effective solution that included:

• Interactive Risk Assessment Tool: A dynamic interface for entering and analyzing risk data, eliminating the need for Excel.
• Automated Reporting: On-demand generation of professional-grade reports for clients.
• Data Management System: Centralized storage and organization of all client and project data.
• Customizable Workflows: Tools tailored to the client’s specific needs, with the flexibility to evolve as their business grows.

Our no-code approach allowed the client to bring their vision to life for less than $40,000—a savings of over 90% compared to the initial estimate. Key outcomes included:

• Enhanced Competitive Position: The tool established them as an innovator in the risk management space, setting them apart from larger competitors.
• Improved Efficiency: Automated processes reduced time spent on manual tasks, enabling the team to focus on higher-value activities.
• Rapid ROI: The affordable development cost and immediate operational benefits ensured a quick return on investment.
• Scalability: The no-code platform’s flexibility positioned the client for future growth and adaptability.