Digitally Transforming a Global Consulting Firm with Drupal 10

Global Consulting Firm

Digitally Transforming a Global Consulting Firm with Drupal 10

Challenge

Our client, a global consulting firm, has a team of more than 7,000 experts spread across 25 countries that provides solutions to large enterprises, government agencies and nonprofits. They offer a subscription service with a curated selection of audit programs, checklists, tools and training for professionals in audit and risk management. However, the firm’s existing Drupal 8 platform had inherited inefficiencies and complexities from its earlier transition from Lotus technology, impacting the client’s critical business functions – from its registration workflow to reporting and commerce systems. The client approached Material for core workflow stabilization and long-term platform maintainability and scalability.

Approach

Stabilized and revamped the client’s existing (Drupal 8) system, replacing it with an extensible and maintainable architecture
Implemented custom subscription workflows tailored by subscription type, allowing users to save drafts and complete checkout/payment later
As part of the subscription workflow overhaul, streamlined tax-exempt checkouts within the registration process and ensured seamless renewal processes for users and administrators
Enhanced and modernized the client’s email system using Drupal Plugin APIs, and implemented extensible architecture for future enhancements
Enabled flexible email notification configuration for admins
Developed a streamlined reporting framework for efficient data management, retrieval and analytics
Upgraded straight from Drupal 8 to Drupal 10, skipping Drupal 9 altogether
Thoroughly reviewed all custom modules and refreshed any outdated code with Drupal 10’s new features
Built a special module to handle all the essential database and schema updates, securing an efficient transition to Drupal 10

Outcomes

Material’s multi-step process transformed our client’s digital platform and positioned the organization for stability, efficiency and scalability. Our subscription workflow approach contributed to improved operational efficiency, reduced administrative costs and enhanced user experience. The new, robust and manageable email system empowers developers and administrators, while the event-driven notification system improves collaboration between marketing, development and administrative teams. A more intuitive and user-friendly backend interface now streamlines administrative tasks, making them less time-consuming. And, with a successful migration from Drupal 8 to Drupal 10, our client now has a modern platform to support critical business needs and ensure long-term sustainability.

Global Consulting Firm