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Revved up lead conversion rate by 50% through Strategic Website Transformation for a niche CPA Firm

  • 50%

    Increase in lead conversion rates

  • 35%

    Improvement in Bounce rates

About the Client and Project

The client, based in Washington, DC, is a niche CPA firm that provides financial audits, information technology consulting, tax compliance, and advisory services. They cater to a global clientele of insurance companies, non-profit organizations, and employee benefit plan audits. Additionally, they offer free, live OnDemand eLearning programs where attendees get certifications for completed courses.

Industry

Fintech

Project Duration

Underway
54 months

Team Size

6 - 7

Client Location

Illinois, USA

Engagement Model

Fixed Budget

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Background and Strategic fit

The existing client website was not equipped to generate organic traffic or enable conversions. Further, the website functionalities also needed streamlining to meet current customer expectations.

  • The project aimed to enhance the client’s website functionality and align it better with its branding requirements as a niche CPA firm.
  • Through website redesign, Unified Infotech improved user experience (UX) by addressing issues like poor navigation, lack of targeted messaging, and underperforming CTA, ultimately ensuring consistent aesthetics throughout the website.
  • By following an agile approach and deliver value in sprints with regular client feedback and quality control, we were able to address all client pain points.
  • The project execution also helped us ensure the functionalities aligned with the client’s strategic goals and objectives and met industry QA standards.

Services Offered

#1

UI/UX Design

Enhancing visibility with compelling website aesthetics

#2

Web Development

Redesigning the website for lead conversion improvement

#3

Application Modernization

Aligning with the latest trends and user requirements

#4

Testing and QA

Improving website functionalities for a better user experience

#5

Cybersecurity

Integrating measures to improve website security

#6

Support & Maintenance

Empowering the website to stay functional 24/7

Challenges

01
Managing branding consistency

Aligning each element of the revamped client website aesthetics with their brand requirements while avoiding fragmentation during the migration proved to be quite a challenge.

02
Balancing UX with existing site architecture

This required significant restructuring to create an intuitive navigation system without disrupting core content or functions.

03
Integrating lead capture through Pardot

While this was a key client requirement for lead capture and nurture, ensuring seamless data flow between the website and their CRM without disrupting the client engagement processes was a major roadblock we had to overcome.

04
Optimizing CTAs for performance

To ensure CTA performance, we would require multiple iterations, A/B testing, and fine-tuning, which was time-consuming and cumbersome.

05
Seamless Connectivity With HR Systems

Connecting the website and the HR system for real-time job updates was another significant challenge that we overcame to avoid potential integration delays and system miscommunications.

06
Ensuring cross-device responsiveness

Maintaining performance and visual quality consistency across different screen sizes, devices, and platforms without increasing load times was difficult but achievable.

Client Goals

By opting for this website redevelopment, the client wanted to achieve the following goals:

  • Attract and nurture leads from new and existing clients through cross-selling using third-party integrations, if required
  • Facilitate access to top talent through improved content and information placement, thought leadership, brand messaging, etc.
  • Address existing website issues like lack of intuitive navigation, poor UX, sub-optimal aesthetics, underperforming SEO, etc.
  • Integrate user-friendly backend controls and CMS to enhance website functionalities

Solutions Provided

The client needed extensive website re-engineering to improve user experience by upgrading the user interface and functionalities. Here’s a high-level breakdown of the solutions offered:

eCommerce Solutions
Website Redesign and Redevelopment
  • Improve the site’s aesthetics and branding to ensure they are consistent throughout
  • Enhance the user experience (UX) with an intuitive navigation panel and clear site map
  • Create a dedicated careers section connected with the HR system in real-time to provide job openings and opportunities
Lead Generation and Capture
  • Implement Pardot integration to capture lead information and nurture potential clients
  • Design targeted messaging and user journeys
  • Improve conversion from top-of-funnel (ToF) to bottom-of-funnel (BoF) stages
UI/UX Design improvements
  • Incorporate rich media (video and audio) to make the content more engaging and informative
  • Design new, vibrant call-to-actions (CTAs) to enhance engagement
  • Improve the site’s search functionality and on-page SEO for better visibility and ranking
  • Integrate social media content to enhance the website’s engagement and social presence
Backend and CMS
  • Develop a user-friendly backend with improved content management
  • Ensure responsive design across all devices, browsers, and screen sizes
  • Provide ongoing security maintenance and WP Engine support
  • Establish a proactive, responsive relationship for regular updates and integration of plugins and 3rd-party tools

Key Functionalities

Balancing UI/UX with key business functionalities for seamless user interactions

Design and UX
  • Intuitive Navigation
  • Rich Media Integration
  • Responsive Design
  • Improved Bio Section
  • Brand Consistency
  • Enhanced Imagery
  • Striking Visual Design
Lead Generation
  • Pardot Integration
  • Salesforce Integration
  • Enhanced CTAs
  • Intuitive User Journeys
  • On-Page Seo
  • Automatic Updates To Sidebars
  • Google Analytics
Recruitment and HR
  • Real-time Job Opening Updates
  • Branded And Targeted Content
  • Thought-Leadership
  • Social Media Integration
Backend
  • User-Friendly CMS Controls
  • Plugin/ 3 Party Integrations
  • Regular Updates
  • Enhanced Security Measures

Technology Stack

  • Front end: HTML, CSS3, and JavaScript are known for offering dynamic user experiences, responsiveness, and cross-browser compatibility.
  • Backend: PHP for its compatibility with multiple hosting environments, ease of integration, and flexibility.
  • Application Server: Kinsta offers high-performance, secure, and scalable hosting solutions, ensuring faster loading times and uptime reliability.
  • Database Server: Kinsta’s managed database server is known for offering automated backups, strong security protocols, resource scaling etc.
  • Database: MySQL is known for its reliability, scalability, popularity, and agility.
  • Version Control System: Bitbucket is known for its source control version management efficiency and seamless integration.
  • CMS: WordPress because of its user-friendly interface and extensive plugin ecosystem.
bitbucket

Results

The website redevelopment delivered significant improvements across various metrics. The new website also helped reinforce the client’s position as a niche CPA firm by addressing critical client needs and improving the user experience. Significant results obtained include:

  • Enhanced Lead Generation: The integration of Pardot allowed the client to capture and nurture potential leads effectively, increasing new client acquisitions.
  • Improved User Experience: An intuitive navigation system and streamlined site architecture allowed users to access services and resources effortlessly, boosting user engagement and reducing bounce rates.
  • Increased Visibility & SEO Performance: Introducing on-page SEO enhancements and uploading optimized content resulted in better search engine rankings and an uptick in organic traffic.
  • Higher Conversion Rates : Revamped call-to-action (CTA) buttons also contributed to higher conversions from top-of-funnel (ToF) to bottom-of-funnel (BoF) stages.
  • Streamlined Recruitment Process: A dedicated careers section connected in real-time to the client’s HR system increased job posting effectiveness, improving their ability to attract top talent.
  • Strengthened Brand Consistency: The updated design aligned well with the client’s brand guidelines, improving the website’s overall aesthetic appeal and offering a cohesive user experience across all touchpoints.
  • Improved Website Security and Maintenance: Ongoing security measures and continuous maintenance support significantly improved the website’s operational integrity by reducing downtime and vulnerabilities.

50 %

Increase in lead conversion rates

35 %

Improvement in Bounce rates

image

Our experience with Unified Infotech over the past two years has been marked by professionalism and exceptional quality. The team consistently demonstrates high intelligence and strict adherence to industry best practices across all aspects of their work. Their exemplary documentation skills and consulting expertise are particularly commendable and difficult to find. We look forward to engaging them in numerous future projects for McGraw Hill.

Anthea Strezza

Project Manager
McGraw Hill

image

I extend my sincere gratitude to Unified Infotech for their exceptional work in reengineering our platform, Boards & Beyond. Their efforts not only resulted in a swift doubling of our sales but also facilitated our acquisition by a large multinational corporation. I hold their team in high regard, particularly for their unwavering commitment to the success of our business.

Jason Ryan

Founder & CEO
Boards & Beyond

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