CASE STUDY UAE R&D ADVISORY
BTHE OPERATING LEDGER
UAE R&D TAX-CREDIT ACQUISITION PLATFORM.
We transformed a legacy website into a secure, SEO-led advisory platform connecting education, estimation, qualification, CRM, analytics, and operations.
01 / PROBLEM
A website could not carry the whole advisory journey.
The business needed more than a visual rebuild. It needed a system that could explain legislation, assess intent, qualify enquiries, and move the right opportunities into advisory conversations.
The existing React and Supabase website was JavaScript-heavy, difficult for the internal team to manage, and poorly suited to building an intent-led organic search footprint.
Commercially sensitive enquiries added another requirement: the public experience, automation layer, analytics, and infrastructure had to share data deliberately rather than indiscriminately.
- 01Hard to manage internally
- 02Weak search foundations
- 03Complex legislation to explain
- 04Prospects needed qualification
- 05Sensitive data required control
02 / APPROACH
Research first. Architecture second. Production last.
- 01
Audit the legacy platform
Mapped existing content, URLs, user journeys, and functionality before changing the stack.
- 02
Read the demand signals
Analysed SEMrush and Google Search Console data to understand real search behaviour.
- 03
Design the content architecture
Organised eligibility, process, industries, resources, partners, articles, and videos around intent.
- 04
Move to an editable foundation
Migrated the platform to WordPress, Elementor, and Rank Math for day-to-day team control.
- 05
Build the qualification product
Created the estimator and supporting WordPress extensions around the approved calculation model.
- 06
Connect the operating stack
Linked forms with CRM, email, consent, analytics, and marketing automation.
- 07
Harden and verify production
Secured the VPS, created recovery points, and completed functional production QA.
03 / DIGITAL PLATFORM
A searchable advisory library, not a brochure site.
Eligibility guidance
Claiming process
Industry-specific pathways
Partner information
Resource library
Educational content
04 / QUALIFICATION PRODUCT
An estimator that creates value before the first call.
From company inputs to a private report.
- 01Captures company expenditure and R&D staffing information.
- 02Supports multiple R&D projects in one guided journey.
- 03Applies the approved FTE-gated calculation model.
- 04Calculates an indicative tax-credit value.
- 05Generates and emails a private branded PDF report.
- 06Captures consented estimator leads.
- 07Routes only the necessary summary into sales systems.
05 / AUTOMATION
Five workflows keep acquisition and operations aligned.
- Lead and estimator intakeValidates and routes sales-ready website and calculator submissions.
- Newsletter double opt-inKeeps marketing consent distinct from advisory enquiries.
- Daily reconciliationChecks that expected data reached the correct operating systems.
- Error handlingSurfaces failed runs so issues do not disappear silently.
- Suppression and data rightsCoordinates marketing exclusions and privacy requests.
06 / MEASUREMENT + INFRASTRUCTURE
Measured without leaking personal data. Operated with recovery in mind.
Consent-aware conversion visibility.
- Google Tag Manager and GA4
- Microsoft Clarity
- CookieYes consent management
- Google Search Console
- Conversion events without personal data
A hardened, recoverable operating stack.
- WordPress 7.1 and Elementor Pro
- MySQL 8 and n8n 2.36.7
- Traefik reverse proxy
- Digest-pinned Docker images
- Key-only administration and restricted firewall access
- Application, database, and workflow recovery points
07 / DELIVERY STATUS
A working route from organic discovery to qualified advisory lead.
The website, production containers, automation service, and health endpoints were operational at the latest audit.
Analytics receives privacy-conscious conversion events while detailed project information remains outside sales reporting.
Search content, estimator journeys, CRM routing, newsletter operations, analytics, and infrastructure now function as one platform.
08 / RELATED SERVICES
The capabilities behind the platform.
YOUR PLATFORM / NEXT