Case StudyRegios.at Digitalisation Project

From Paper and Legacy Systems to a Modern Digital Platform.

Regios Energiegenossenschaft SCEmbH is an Austrian regional cooperative that connects communities, businesses, and investors around sustainable local development. Their operations ran on paper forms, Excel spreadsheets, and a legacy MS SQL database. I built the Regios Hub to replace all of that with a single, modern platform.

Built on Ruby on Rails with Tailwind CSS and Stimulus.js, the Hub handles everything from marketing analytics and campaign management to customer CRM, investment tracking, event management, surveys, vouchers, and GDPR compliance. It syncs with the legacy system in real time while the transition is underway.

12+
Modules built
3
Legacy systems replaced
30+
Email templates
100%
GDPR compliance
5,000+
Customer records managed
Rails 7.1
Built on

The Complete Platform

12 Modules. One Hub. Zero Paper.

Every module solves a real operational problem. Click any section to see what it does.

Marketing Analytics

All Your Marketing Data in One Dashboard.

No more switching between Google Ads, Meta Ads Manager, and analytics platforms. The marketing dashboard pulls everything into one view with real-time data, budget pacing, and Austrian-market-specific filtering.

Multi-Source Data Aggregation

Google Ads, Meta Ads, Fathom Analytics, and GA4 data combined in a single dashboard. Filter by date range, Austria-only traffic, campaigns-only, or include soft conversions. All data cached for 2 minutes to keep things fast.

Funnel Stage Performance

See how each campaign performs across awareness, traffic, engagement, and conversion stages. Spend, impressions, clicks, CTR, CPC, CPM, conversions, and cost-per-conversion broken down by funnel position.

Budget Pacing & Projections

Monthly budget, amount spent, remaining budget, daily pace, projected spend, and projected remaining. Know at a glance whether the current spend rate will hit, undershoot, or overshoot the monthly target.

Daily Trends & Health Index

Daily trend chart with 7-day moving average and an overall health index. Service connection status for all external APIs so the team knows immediately if a data source goes offline.

Marketing Analytics Dashboard Screenshot

Campaign Management

Structured Campaigns Across Google and Meta.

Every campaign follows a consistent structure with automated naming conventions that work across both Google and Meta. Campaigns link directly to their associated surveys, events, and ad platform data for full-funnel visibility.

Cross-Platform Campaign Structure

Define campaigns with funnel stage, objective, product, theme, ad format, and strategy. The system generates platform-specific naming conventions for Google and Meta automatically, making cross-platform reporting straightforward.

Audience Targeting Configuration

Set age range, country, region, city, gender, and parental status per campaign. A/B test variants with different creatives, hooks, and concepts are tracked as part of the same campaign structure.

Survey, Event & Ad Platform Links

Each campaign links to its associated surveys, events, and tracked ad campaigns. When a survey generates leads or an event drives registrations, the campaign that initiated it gets the attribution.

Survey System

Build Surveys That Capture Leads and Drive Action.

A complete survey engine that goes far beyond simple forms. Multi-step surveys with conditional logic, media backgrounds, voucher rewards on completion, event registration integration, and server-side GA4 tracking. Build it in the admin, share a public link, and watch the responses come in.

Multi-Step Builder with Conditional Logic

Drag-and-drop question ordering across multiple steps. Question types include text, textarea, radio, checkbox, rating, NPS, date, file upload, and matrix. Conditional logic shows or hides questions based on previous answers. Preview without creating real responses.

Media, Randomisation & Incentives

Add background images and videos per step. Randomise question order to reduce bias. Link vouchers as completion rewards so respondents get an immediate incentive. Clone entire surveys with one click for A/B testing.

Voucher & Event Integration

On completion, the survey can generate a unique voucher code, register the respondent for an event, send a calendar download, and collect newsletter consent. One survey does the work of five separate tools.

GA4 Tracking & Link Click Analytics

Server-side GA4 events fire on survey start, step completion, and final submission. Links within survey content are tracked for click-through analytics. Duplicate email detection prevents a single person from inflating response counts.

Survey Builder Screenshot

Event Management

From Registration to Attendance. Fully Managed.

The event module handles the full lifecycle: create an event, open registration, track confirmations, manage attendance, and follow up. Guest invitations turn every registrant into a referral source. Calendar downloads and confirmation emails go out automatically.

Public Registration with Guest Invitations

Public registration forms with no login required. Registrants can invite friends, which auto-creates person records with referral tracking. Pre-fill from URL parameters or existing customer data. Phone normalisation by country.

Confirmation & Attendance Tracking

Track yes/no confirmations separately from attendance. Custom registration statuses (registered, confirmed, attended, no-show) give the team a clear picture of expected vs. actual turnout.

Sponsor & Incentive Associations

Link sponsors and incentive items to events. Track which incentives are distributed and to whom. Voucher holders from surveys can be linked to events for a seamless campaign-to-event flow.

Automated Communications

Confirmation emails with ICS calendar attachments go out on registration. Reminder sequences, follow-up emails, and future event suggestions are all configurable per event through the email flow builder.

Automated Email Flows

The Right Email at the Right Time. Automatically.

Event-triggered email sequences that handle registration confirmations, reminders, follow-ups, and more. Every email is templated with variable substitution, tracked for opens and clicks, and safe-guarded against accidental sends in staging environments.

Template Builder with Live Preview

HTML and text email templates with variable substitution for person data, event details, survey data, voucher codes, and custom fields. Live preview with sample data. Test sending to yourself before going live. Duplicate templates across locales with one click.

Event-Triggered Sequences

Build email flows per event with configurable steps, trigger criteria, and conditions. Registration confirmation, pre-event reminders, post-event follow-ups, and no-show re-engagement sequences all run automatically.

Open & Click Tracking with Staging Safety

Pixel-based open tracking and redirect-based click tracking on every email. In non-production environments, customer emails are automatically redirected to the tester while internal emails pass through. Rate limiting and duplicate detection prevent accidental spam.

Voucher & Incentives

Bridging Digital Campaigns and Physical Events.

Vouchers connect the online and offline world. Generate them from survey completions, distribute by email or PDF, and redeem at physical events with a QR code scanner. Full inventory management for incentive items.

Template Builder with Variable Substitution

Design branded voucher templates in HTML/CSS with variables for voucher code, recipient name, event details, incentive items, and QR codes. Support for A5 and A4 paper sizes in landscape or portrait orientation.

QR Code Redemption Scanner

Mobile-friendly QR code scanner for in-person event redemption. Scan, verify, and mark as redeemed in seconds. Manual code entry as fallback for damaged QR codes. Printable redemption lists for event staff.

Incentive Inventory Management

Track incentive items with quantities. When a voucher is redeemed, the associated inventory decreases. Redemption counts (pending vs. redeemed) are visible per voucher and per event.

Voucher Template with QR Code Screenshot

Customer CRM

Every Customer. Every Interaction. One Place.

A GDPR-compliant customer database that all other modules connect to. Full profiles with alternate identifiers, organisation linking, contact preferences, and data quality detection. Every interaction is recorded as a touchpoint, building a complete picture over time.

Full Customer Profiles

Name, email, phone, birthdate, address, alternate identifiers, organisation membership, contact preferences, and account owner assignment. Multiple emails and phone numbers per person with automatic E.164 phone normalisation.

Touchpoint Timeline

Every phone call, email, meeting, survey response, event registration, contract signature, and system event is recorded as an immutable touchpoint. Filterable by type, direction, and category. The timeline gives any team member full context in seconds.

Duplicate Detection & Merging

Automatic background scanning for duplicates by email, phone, and name similarity. Confidence scoring, side-by-side comparison with field-level highlighting, and a merge service that transfers all related records to the surviving person. Nothing gets lost.

WhatsApp Integration

Two-way WhatsApp messaging via the Business API. Unified conversation view across all phone numbers for a person. Every message logged as a touchpoint. Pre-approved message templates for consistent communication.

GDPR Functions Built In

Right to erasure with three-step anonymisation (Meta deletion, Google deletion, local anonymisation). Full JSON data export for portability. Retention reason tracking. Meta and Google ad platform data deletion orchestrated from one screen.

Investment & Product Management

Financial Products with Full Audit Trails.

The cooperative offers shares and subordinated loans. The Hub manages product definitions with versioning (interest rates, share prices, minimum amounts change over time), individual investment contracts with full workflow tracking, and digital signing via ID Austria QES.

Product Versioning

Financial products have versions that track historical terms: interest rates, share prices, minimum amounts, term years, and repayment conditions. When terms change, a new version is created and the previous one closes automatically. Every investment links to the exact version that was active at signing.

Contract Management

Full investment lifecycle: inquiry, contract sent, confirmed, board decision, payment received, payment confirmed, last payout, reminder. Contract PDFs can be uploaded and downloaded. Banking details (IBAN, BIC) stored securely per investment.

Digital Signing with ID Austria

New members can apply online and sign digitally with a Qualified Electronic Signature via ID Austria and A-Trust. Paper signing with photo ID upload is available as a fallback. Member verification via email-based OTP for returning members.

Full Audit Trail

Every change to a product or investment is logged with before/after states, user attribution, IP address, and timestamp. The audit trail is immutable and retained for 7 years for financial actions, meeting Austrian regulatory requirements.

Referral Engine

Turn Every Participant Into a Growth Channel.

Every event registration and survey completion is an opportunity for organic growth. The referral engine tracks who invited whom, assigns unique referral codes, and automates reward fulfilment.

Guest Invitation System

Event registrants and survey respondents can invite friends via email. Each invitation automatically creates a person record with the referral source tracked. The referral chain is fully visible from initial invite to attendance.

Referral Tracking & Codes

Unique referral codes per person. When a referred friend registers or completes a survey, the referral is attributed to the original source. Cross-event and cross-survey referral tracking.

Automated Reward Fulfilment

Configurable reward types including points, discounts, and incentive items. The processing service handles reward distribution automatically when referral conditions are met.

GDPR & Compliance

Built for Austrian and EU Data Protection Law.

GDPR compliance is not an afterthought. Retention policies, anonymisation workflows, audit trails, and the legally required Verfahrensverzeichnis are all built into the core of the platform.

Automated Retention Policies

Configurable retention periods per data category: customer data, survey responses, event registrations, communication history, system logs. A weekly cleanup job anonymises expired data automatically. Customers receive an email notification 7 days before anonymisation. Inbound contact resets the retention clock.

Right to Erasure

Three-step anonymisation: first deletes data from Meta ad platforms, then from Google ad platforms, then anonymises the local record. Retention reason tracking ensures legal basis is documented. The process is triggered with a single action from the customer profile.

Verfahrensverzeichnis

The GDPR-required processing record document is generated automatically from the system configuration. It documents what data is collected, why, the legal basis, retention periods, and who has access. Printable and always up to date.

Immutable Audit Trail

Every create, update, delete, anonymise, merge, and export action is logged with full before/after JSONB snapshots, user attribution, IP address, and user agent. Records cannot be modified or deleted. General changes retained for 2 years, financial actions for 7 years.

Legacy System Integration

The Old System Stays in Sync While You Transition.

The cooperative's legacy MS SQL database cannot be switched off overnight. The Hub provides a polling-based sync API that keeps the old system up to date in real time, with HMAC-signed requests and consistency checks to prevent drift.

Polling-Based Event Sync

The legacy system polls for new, updated, merged, and deleted contact events. Paginated results, individual event retrieval, and batch acknowledgment (up to 100 at once). Events created from CSV imports are excluded to prevent feedback loops.

Consistency Checks

SHA256 checksums of all records for drift detection. A stats endpoint provides a dashboard-style sync health overview. If the legacy system and the Hub diverge, the consistency check catches it before it becomes a problem.

HMAC Request Signing

All POST requests require a timestamp and SHA256 HMAC signature. API credentials have granular permissions (16 types plus wildcard), configurable rate limits, and IP/hostname whitelists. Secrets are bcrypt-hashed in storage and shown only once on creation.

Security

Financial Data Requires Serious Protection.

The Hub handles investment data, personal financial information, and legal contracts. Security is not optional. Two-factor authentication, role-based access control, API credential management, and full session tracking are built in from the ground up.

Two-Factor Authentication

TOTP-based 2FA with any authenticator app. 10 single-use backup codes. Trusted device support (skip 2FA for 30 days on known devices). Password confirmation required to enable or disable. A persistent banner reminds users who have not yet enabled 2FA.

Role-Based Access Control

Four-tier role hierarchy: Superadmin, Admin, User, Catering. Users get granular section permissions (surveys, customers, products, marketing, events) with view-only or full manage access. Safety guards prevent deleting the last user or changing superadmin roles without superadmin access.

API Credential Management

Every external integration gets its own API credential with 16 granular permission types, configurable rate limits (per-minute and per-hour), and IP/hostname whitelists with wildcard support. Usage tracking shows request counts and last-used timestamps.

Session Tracking & Login Analytics

Login analytics with period filtering (7, 30, 90 days). Summary stats: total logins, unique users, average session duration, currently active. Per-user breakdown with login method tracking (password, 2FA, trusted device). Recent sessions with full details.

Need a Platform Like This for Your Organisation?

Whether you run a cooperative, a regional development agency, or any organisation drowning in paper and legacy systems, I build custom platforms that digitise your operations end to end. The Regios Hub is proof of what is possible. Let's talk about what yours could look like.

Regios Hub: Digitalisation Platform for Austrian Cooperatives - Georg Keferböck