Clarity Flow

Coaching operations management SaaS platform

A US-based SaaS platform offering coaching operations management was growing rapidly, supporting professionals with sessions, content sharing, group management, and bookings in one unified system.

As the platform evolved and moved toward rebranding, a critical challenge emerged –

How to scale reliably while managing domains, security, and user experience?

With multiple custom domains, manual SSL processes, and infrastructure limitations, the system faced risks of downtime, inefficiencies, and slower releases. Launching a mobile experience without rebuilding the existing product added further complexity, impacting speed and consistency.

Tenure

2021 – Ongoing

Platforms

Web and mobile application

Domain

Coaching platform

%

reduction in hosting costs

%

downtime during domain migration

%

faster test suite execution

Challenge & Approach

Key challenges and how we solved them

What was the client’s key challenge

The client faced key challenges as the platform scaled and prepared for rebranding. Managing multi domain migration without downtime was critical, while manual SSL renewals caused delays, risks, and required continuous monitoring.

The existing Heroku setup limited scalability and increased costs, making growth inefficient. Additionally, the client needed a faster way to launch a mobile application without rebuilding the system, while maintaining a consistent and smooth user experience.

Automated SSL management for custom domains

100%

Ensured seamless certificate provisioning and renewal across multiple domains, eliminating manual effort and reducing downtime risks.

What was our approach

Mallow addressed these challenges with a structured, scalable approach focused on performance, automation, and reliability. A zero downtime domain migration strategy using parallel DNS and environment setup ensured seamless rebranding without service disruption.

SSL management was automated using Let’s Encrypt and AWS Certificate Manager, removing manual effort and reducing overhead. The platform was migrated from Heroku to AWS using EC2, RDS, and S3, improving scalability, performance, and cost efficiency.

To speed up mobile deployment, a hybrid mobile app was built using a WebView approach, reusing existing web modules while delivering a consistent and efficient user experience.

Core Features

Key functionalities delivered in the project

01

Session and booking management

Professionals can create coaching sessions, manage schedules, handle participant bookings, and organize group based programs through a centralized platform experience.

02

Learning content sharing

Coaches can upload, manage, and distribute learning resources, session materials, and supporting documents while maintaining organized access for participants.

03

Custom domains and SSL automation

The platform supports custom domains with fully automated SSL certificate provisioning and renewals, ensuring secure access without manual intervention or downtime risks.

04

AWS cloud infrastructure

Migrated the platform from Heroku to AWS using EC2, RDS, and S3 to improve scalability, optimize hosting costs, and deliver better system reliability and performance.

05

Zero downtime migration

Implemented parallel DNS and infrastructure configurations to enable seamless rebranding and domain transitions without disrupting existing users or platform accessibility.

06

Hybrid mobile application

Developed a WebView based mobile application using existing web modules, enabling faster mobile deployment while maintaining a consistent user experience across devices.

07

Performance optimization

Enhanced application responsiveness through optimized caching strategies, infrastructure tuning, and backend performance improvements that reduced latency and improved load speeds.

08

Deployment automation

Streamlined operational workflows with automated infrastructure processes, reducing manual maintenance efforts and enabling faster, more reliable release cycles.

Kickstart Your Project

Ready to bring your product to life?

If your business is constrained by off-the-shelf systems or struggling with operational inefficiencies, we help you build custom solutions tailored to how your business actually works.
Technology stack & services delivered

Technologies and capabilities to build and scale

Technology stack

Services offered

Business analysis

Defined product workflows collaboratively, mapping user roles, platform behaviors, and edge cases to build a strong and scalable SaaS foundation.

Backend development

Developed scalable backend systems using Ruby on Rails to manage sessions, bookings, user roles, and content workflows efficiently.

DevOps

Implemented a robust AWS infrastructure with EC2, RDS, and S3, along with automated SSL management and optimized deployment.

Integrations

Integrated third-party services like Google Calendar, Zoom, Stripe, Zapier, ConvertKit, and Less Annoying CRM for scheduling, payments, automation, and CRM sync.

Our Process

How we approached and executed the project

Step 1 - Understanding the product vision

The engagement began with a clear understanding of the product goals and growth expectations. The platform was in its early stage, and the focus was on building a performance-driven system that could scale as the user base expanded.

Step 2 - Discovery and workflow mapping

Team Mallow conducted detailed discovery sessions to understand coaching workflows, session management, user roles, and content delivery. This ensured the platform aligned with real-world usage and defined clear system behavior.

Step 3 - Workflow specification

A complete workflow specification was created covering all user journeys, role-based access, booking flows, and edge cases. This provided a structured foundation before moving into development.

Step 4 - Backend architecture and development

Built a scalable backend using Ruby on Rails to handle sessions, bookings, user roles, and content management, ensuring high performance and long-term scalability.

Step 5 - AWS infrastructure and DevOps setup

Migrated from Heroku to a scalable AWS architecture using EC2, RDS, and S3. Automated SSL management and optimized deployment processes to improve reliability and reduce operational overhead.

Step 6 - Domain migration and rebranding support

Executed a zero-downtime domain migration using parallel DNS configurations, ensuring a seamless transition during rebranding without affecting existing users.

Step 7 - Hybrid mobile app rollout

Developed a WebView-based mobile application using existing web modules, enabling faster go-to-market while maintaining a consistent user experience.

Step 8 - Performance optimization and scaling

Improved system performance through caching strategies, infrastructure tuning, and backend optimizations, resulting in faster load times and better platform stability.

Role-Based Design Approach

Designed around distinct user roles and their pain points

Platform owner

Core need

Centralized control of accounts, users, domains, and configurations.

Biggest pain

Reviewing and navigating new accounts across multiple systems.

Platform-wide control, web-focused

Coach

Core need

Manage sessions, bookings, participants, and learning content efficiently.

Biggest pain

Handling multiple tools for scheduling, content, and participants.

Business management, cross-device access

Team members

Core need

Support sessions and manage assigned tasks within account.

Biggest pain

Coach handling everything alone when team support is unavailable.

Task-driven usage, controlled access

Business impact delivered

What impact did team Mallow deliver?

Explore more on what really goes into shaping our client's successful outcomes?

No two journeys here follow the same path. Each story captures a different starting point, set of constraints, and path to execution. As you explore our portfolio, you’ll see how priorities shifted, what trade-offs were made, and how decisions evolved in response to real-world challenges. It gives you a more complete view of what actually shapes outcomes, beyond just what gets built.