Case study · Business services
Group savings platform for BSA Apps — 17 programs, one advisor portal.
Challenge: BSA Apps offers businesses group discounts and cost-reduction programs across energy, telecom, shipping, benefits, and more — and each program had its own data and paperwork.
Solution: One advisor platform: onboard a company once, capture its details for every program, estimate total savings, generate the service agreement, and track every lead in the CRM.
Project at a glance
- Client
- BSA Apps
- Industry
- Business services
What we built
- 01Company onboarding
- 02Program data capture
- 03Savings opportunity
- 04Agreements & CRM
- Java / Spring MVC
- Spring Security
- MongoDB
- AngularJS
- PDF generation
17
Savings programs on one platform
1
Company profile reused across every program
Auto
Savings agreements generated as PDFs
CRM
Leads, contacts, and activity in sync
01The challenge
Many savings programs, no single view of the opportunity
BSA Apps works with organizations that give businesses access to group discounts and cost-reduction programs. Advisors had to collect different data for each program, prepare agreements one by one, and track follow-ups in separate tools — so nobody could easily see a company's total savings opportunity.
- 17 different savings programs, each with its own data and paperwork
- Advisors needed a company's total savings opportunity, not one program at a time
- Service agreements prepared by hand for every program
- Leads, contacts, and follow-ups spread across separate tools
02Our solution
One portal for every program
- 01
Company onboarding
Advisors set up a member company once. Its contacts and details are reused across every savings program.
- 02
Program data capture
Structured forms for each program — energy and gas auctions, wireless, parcel shipping, workers' comp, waste and recycling, credit card processing, healthcare benefits, property tax, tax credits, and more.
- 03
Savings opportunity
The platform adds up each company's potential one-time and recurring savings across all programs, shown as a low-to-high range.
- 04
Agreements & CRM
Savings service agreements are generated as PDFs, and leads, contacts, notifications, and pipeline stages sync with the CRM, with calendar and email built in.
03Results & impact
What changed for BSA Apps
17
Savings programs on one platform
- One portal for 17 savings programs instead of a separate process for each.
- Advisors see each company's total savings opportunity at a glance.
- Service agreements generated automatically instead of prepared by hand.
- Lead pipeline, notifications, and performance targets in one dashboard.
04Lessons learned
What made it work
Model the business once.
A single company profile shared by every program removed most of the repeated data entry.
Show the total, not the parts.
Combining savings across programs made the value of the service obvious to every member business.
Integrate, don't duplicate.
Syncing leads and contacts with the CRM kept advisors working in one place.
05Technology
How we built it
Java with Spring MVC and Spring Security, MongoDB, AngularJS, REST web services, iText for generated PDF agreements, the Google Calendar API, scheduled jobs, and CRM integration over REST.
06Client voices
In the client's words
Transformed our original vision and not only transformed my integration strategy, but helped me understand the implementation process. The LTK Soft team was instrumental in getting our BSA Apps off the ground.
Every named testimonial on this site is from a real client. Ask us — we'll connect you directly with them for a reference call.
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