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Projects / Bitrix24 implementation / Baiterek

Bitrix24Implementation and development case study

Baiterek: a holding and 8 subsidiaries in one Bitrix24 portal with AI built into processes

Since late 2023 we have been developing the digital environment of the Baiterek National Investment Holding: the Blife corporate portal, a career portal for the whole group, CRM for investment projects and the front office, reporting for the Analytical Centre and the Holding’s own AI platform. Everything runs on the client’s servers, inside a closed perimeter.

Bitrix24 Enterprise, on-premise editionMulti-department modeSingle sign-onCRM and smart processesIntegrations with 1C and government portalsAI assistants
The Baiterek group career portal on a smartphone
9group companies in one portal
AIin recruitment, CRM and the knowledge base
9group companies in one portal, each with its own sub-portal
since 2023we have been developing and supporting the project
1career portal for the entire group
0changes to the Bitrix24 core: updates install the standard way

About the client

A national development institution with eight subsidiaries

Baiterek National Investment Holding JSC was established in 2013 and brings together Kazakhstan’s state development institutions: a development bank, funds supporting entrepreneurship and industry, housing, agricultural and export companies, and an investment corporation. The Holding manages their shares and sets a common agenda, but each subsidiary is an independent company with its own infrastructure, systems and regulations.

Hence the main requirement for the project: give the group a shared digital environment for people, data and processes while keeping the boundaries between companies and meeting the information security requirements of a state holding.

BAITEREK

Baiterek NIH JSC · baiterek.gov.kz

Industry
Development institutions, financial sector
Group
Holding and 8 subsidiaries: DBK, Damu, KHC, IDF, KAF, ACC, KEA, QIC
Platform
Bitrix24 Enterprise, on-premise edition on the client’s servers
External sites
jobs.baiterek.gov.kz, services on bgov.kz
With us
since late 2023, the project is ongoing
9sub-portals in one Blife: the Holding and each subsidiary
1corporate account: an employee of any company signs in with their own login
70+open group vacancies at a time on the career portal
6areas: portal, recruitment, CRM, front office, reporting and AI

Challenge

Nine companies, a common agenda and a closed perimeter

The Holding did not need “yet another system” but an environment where employees across the group communicate, hire people, manage clients and investment projects and submit reports. Three things stood in the way.

Nine IT landscapes

Each subsidiary has its own user directory, its own internal systems and access rules. People had to be brought together without mixing the companies’ data.

Data in spreadsheets

Client request history, subsidiaries’ contracts, investment projects, candidate tests and reporting forms lived in Excel files and email. Consolidating and searching them was hard.

Strict security requirements

The portal runs on the Holding’s servers, external services are restricted, and AI has to work with internal documents and data without taking them outside the perimeter.

Project timeline

Three years: from a corporate portal to AI inside processes

The project evolves in stages: each year adds a new layer on top of a system that is already running.

2023Foundation

On-premise Bitrix24 inside the Holding’s perimeter

  • Deployment on the client’s servers, security and performance tuning
  • Corporate accounts and data migration from the previous system
  • Chats, video calls, tasks, activity stream, knowledge base
2024Blife

The Holding’s digital ecosystem

  • Move to the Enterprise edition
  • Sub-portals of the first subsidiaries
  • Career portal jobs.baiterek.gov.kz and recruiting in Blife
  • Self-service portal and report uploads to the Analytical Centre
2025Scale

The whole group and the first AI features

  • 8 subsidiary sub-portals and single sign-on for all companies
  • Proctored testing, WhatsApp for candidates, vacancy API for subsidiaries
  • AI candidate matching and bilingual vacancy generation
  • Online appointment booking for citizens via bgov.kz
  • The Holding’s own AI platform inside its perimeter
2026CRM and AI

Investment projects, clients and AI agents

  • Investment CRM with the approved procedure and AI pre-scoring of investors
  • Client 360° for the front office and counterparty checks against state registries
  • Unified data model and Project ID for reporting
  • HR requests from 1C, an AI assistant in the portal, smart knowledge base search

Solution

How it works

At the centre is on-premise Bitrix24 Enterprise on the Holding’s servers. Around it are ONELAB’s own modules, applications and services. The platform core has not been modified, so the portal is updated the standard way and customisations survive updates.

Group systems
  • Company user directories
  • 1C
  • Subsidiaries’ systems
  • Analytical Centre
Blife · Bitrix24 Enterprise (on-premise)
Corporate portal9 sub-portals, self-service
Career portalvacancies, candidates, tests
Investment CRMinvestors, projects, procedure
Front office and Unified Contact Centreclients, contracts, requests
Analytical Centreforms, approval, control
Bwiki and HR Help Deskknowledge and employee requests
External channels
  • jobs.baiterek.gov.kz
  • bgov.kz: bookings and applications
  • WhatsApp Business
  • Proctoring platform
AI platform inside the Holding’s perimeterAI scenarios, a knowledge base and language models in the client’s infrastructure
AI assistant in the portalWorks with the CRM, tasks and chats with the permissions of a specific employee

Personal data and documents stay inside the Holding’s perimeter: the portal, the AI platform and the language models run on its servers.

01
One portal for the group

Nine companies in one Blife, each with its own space

Within one portal, the Holding and each subsidiary have their own sub-portal: org structure, employees, drive, chats, projects, news and logo. Administration and shared communication are common: a Damu employee can message a colleague at DBK without leaving Blife, and the company is shown next to each name.

HoldingDBKDamuKHCIDFKAFACCKEAQIC
  • Single sign-on. Employees of all group companies sign in to the portal with their corporate account, and each company sees only its own data.
  • Employees appear automatically. New colleagues are added to the portal automatically, job title and contacts are pulled into the profile, and leavers are deactivated.
  • Services for employees. A self-service portal with requests to IT, HR and facilities, an absence chart for each subsidiary, a “Perks and discounts” section with partner offers, a showcase of the group’s talent pool and a news feed from all companies.
Blife self-service portal: ordering supplies like in an online store
Self-service portal: requests for supplies are placed like in an online store.
02
Career portal

Recruiting for the whole group: from a vacancy on the website to a decision on the candidate

The external site jobs.baiterek.gov.kz for job seekers and the recruiter’s workspace in Blife work as one system. Recruiters of all nine companies manage vacancies in their own pipelines, see a single candidate base and use shared assessment tools.

Step 1VacancyThe recruiter uploads a job description, and AI fills in the requirements and description in both Russian and Kazakh.AI
Step 2ApplicationThe portal will not let a candidate apply without the required experience and specialisation and suggests what to add to the profile.automatic
Step 3TestTesting with online proctoring: face matching, tab monitoring, other people in the frame, conversations.trust score 0–100
Step 4ContactInvitations and decisions go out on WhatsApp on behalf of the Holding using Meta-approved templates.on stage change
Step 5SolutionAI ranks applicants with reasoning and finds people in the talent pools. The recruiter decides.AI recommendation
  • Single candidate base. Everyone registered on the site, even without applications. The candidate profile is always up to date, applications are stored separately as a snapshot of the CV at the time of applying, and talent pool membership is visible at once.
  • Tests for each company. Questions are uploaded from Excel using a template. A summary Excel of everyone who took the test, with scores by section and the proctoring trust percentage, takes one click.
  • Integration with subsidiaries’ systems. Subsidiaries create, publish and close vacancies from their own BPM systems through a single API, each with its own connection point and documentation.
  • Small things that save time. A colour-coded counter of days since publication on the kanban, alerts when an application goes unanswered for too long, and a weekly vacancy digest for employees across the group.
jobs.baiterek.gov.kz/vakansii/
Career portal jobs.baiterek.gov.kz: list of group companies’ vacancies with filters
Public career portal: vacancies of all group companies in one catalogue.
Message to a candidate: the profile does not meet the vacancy requirements
Automatic application check: the candidate immediately sees what is missing.
03
Investment CRM

The investment procedure became a working process

For the investment directorates we built a workspace on smart processes: investors, investment projects and initiatives to attract them. A project moves from idea to financing through the pipelines of the Holding, the national investment platform and the subsidiaries, and records pass between them automatically, without re-entry.

Each stage of the Ideas pipeline matches a clause of the approved procedure. A robot assigns a task to the responsible person with the prescribed deadline in working days and moves the project on once it is closed.

  • Compliance without reminders. As soon as the list of investors in a record changes, the anti-corruption unit gets a review task.
  • Dashboards right in CRM. A button in the list opens analytics: projects by directorate and stage, conversion funnel, industries, regions, passport completeness and “stuck” projects. Management regularly receives an analytical mailing.
  • Single Project ID. Each project gets a single number by which the portal, the Analytical Centre and the subsidiaries’ systems recognise it.
  • API for subsidiaries. Subsidiaries update their projects from their own systems via an API: each sees and edits only its own records, so double entry is no longer needed.
  • AI in the investment unit. Matching foreign investors to a project and filling in the record from a PDF teaser — more in the AI section.
04
Front office and citizens

Client 360° for the front office and call centre

The group’s unified front office and contact centre got a digital workspace: requests, clients, contacts and active contracts of all subsidiaries in one section.

  • Unified client base. Contracts of all subsidiaries are collected in the CRM: opening a counterparty record, an employee sees all its contracts with different subsidiaries and the history of requests.
  • Call card. On an incoming call the operator gets a ready-made request, the client is found by phone number, and their details and past requests are visible during the conversation. A new client is created in the same card, with no duplicates or empty records.
  • Online booking via bgov.kz. A citizen books a consultation with a subsidiary and sees only the staff’s genuinely free time. Blife creates the contact and the calendar event itself, the workload is spread evenly, the client gets a WhatsApp reminder, and the meeting becomes a front-office request.
  • State registry checks. By BIN or IIN the company record obtains data from state registries by itself, offers to transfer it to the CRM and shows bankruptcy and liquidation statuses.
  • Government programme applications. Applications for the energy and utilities modernisation programme arrive from bgov.kz in a single API request together with all documents and go straight into their own pipeline.
05
Analytical Centre

Subsidiaries’ reporting: upload, approval, deadline control

Subsidiaries submit dozens of reporting forms to the Analytical Centre, from the loan portfolio and HR metrics to liquidity risks. We moved this flow from files in email to a managed process in Blife.

  • Forms the system understands. The Excel template is parsed on the server, validated and passed to the Analytical Centre via API. The forms cover financial risks, liquidity, portfolio and HR metrics.
  • Approval by the manager. No form goes to the Analytical Centre without approval. The approver is determined from the org structure taking leave into account, a rejection requires a reason, and the author confirms they have read it.
  • Versioned storage. Files are sorted into “company → form → reporting date” folders automatically. A repeat upload becomes a new version, so no history is lost.
  • Submission control. A “form × company” matrix shows who submitted on time, who was late and who did not submit, according to each subsidiary’s deadline schedule.
On timeLateNot submittedPendingNot required

Unified data model. For two types of investment projects, industrial and infrastructure, we built screen forms with table sections, validation rules and industry and geographic reference lists. The form is embedded as a tab in the project record, and the Analytical Centre collects the data in a single API request.

06
Integrations

Blife is connected to the group’s systems and government services

Integrations are built so that subsidiaries and external systems do not have to change their processes: the portal adapts to them and guarantees data delivery.

1C:Salary and HR → HR Help DeskHiring, transfers, dismissals and long absences from 1C automatically become requests and tasks for engineers. Confirmation goes back to 1C, with retries if 1C is unavailable.
bgov.kzOnline booking of citizen consultations based on staff’s actual availability, and intake of government programme applications with documents.
WhatsApp BusinessNotifications to candidates and clients on behalf of the Holding using approved templates; recruiters chat directly from Blife.
Proctoring platformVideo-monitored tests on the career portal; the result, protocol and trust score are returned to the application.
Subsidiaries’ systemsVacancy API for subsidiaries’ BPM systems, a “Digital office” widget with tasks from the company’s internal system.
Analytical CentreReporting forms, investment project data under the unified model and hiring statistics are sent via API, with no file exchange.
State registriesCompany data is requested straight from the CRM record, and a nightly reconciliation updates counterparties’ details and statuses.
Subsidiary’s document management systemRequests from citizens and companies arrive in Blife every 30 minutes with files; AI recognises scans and writes a summary of the request.

AI inside the portal

Artificial intelligence works inside processes, not next to them

We started with separate AI features in recruiting and arrived at the Holding’s own AI platform and an AI assistant that works with the portal on behalf of an employee. Everything runs inside the client’s perimeter, and a person always has the final say.

PlatformAI inside the client’s perimeterThe Holding’s own AI platform: scenarios, a knowledge base and language models run inside its infrastructure.
In Blife chatsDepartment assistantsDepartment AI assistants answer employees right in the portal chats using their department’s knowledge base.
RecruitingMatching and vacanciesApplicant ranking with reasoning, candidates from talent pools, and a vacancy description from the job description in two languages.
Knowledge baseSmart searchHybrid semantic and keyword search that tolerates typos, with a language model filtering out noise. PDF and Excel files are imported into articles with tables.
2026AI assistant in the portalThe AI assistant creates tasks, searches CRM, reads chats and the calendar, with exactly the permissions the employee has.

AI pre-scoring of investors for a project

An employee clicks a button in the project record. The system filters out investors that do not meet the mandatory conditions, assesses the rest using a methodology agreed with the client and attaches a ready Word report with conclusions on each one to the record.

Filtering by mandatory conditionsAI assessmentWord report in the record

A second scenario runs alongside: AI reads the project’s PDF teaser and offers to fill in the record with key parameters — the employee confirms or rejects.

An AI assistant with the employee’s permissions

An employee connects the corporate AI assistant to Blife under their own account: the AI sees and does only what that person is allowed to. The assistant sets tasks, searches the CRM, reads chats and the calendar without opening the portal.

CRMTasks and projectsChatsSmart processesCalendarEmployeesActivity stream

Where AI helps and who makes the decision

ChallengeWhat AI doesResult
New vacancyReads the job description and fills in the requirements and description in Russian and KazakhDraft the recruiter reviews and publishes
Candidate selectionRanks applicants and talent pool candidates with reasoning for eachRecommendation DOCX in the vacancy record
Investor searchAssesses investors using an agreed methodology and writes conclusionsRecommendation Word report in the project record
Project teaserExtracts key project parameters from a PDFAfter confirmation the record fields are filled in
Request from the document systemRecognises scans and documents and summarises the requestAutomatic handwritten ones are marked as partially recognised
Employee questionFinds the answer in the department’s knowledge base or performs an action in the portalWithin the permissions of the employee

Language models run on the Holding’s servers, so documents, correspondence and personal data do not leave for external services. AI prepares drafts and recommendations, while decisions on candidates, investors and data are made by employees.

Support

A portal that is safe to update

Beyond development, we provide technical support for Blife and the career portal. The rules are simple: we do not touch the platform core, every change is recorded in git, and the portal reports problems before users notice them.

Integration monitoringEvery morning the portal checks its integrations and sends support a report with the cause of each failure.
BackupsCRM data is saved regularly together with its change history, and restoration is tested.
Testing before releaseComplex customisations are tested first and only then reach the production portal.
Updates in a dayAfter major platform updates the portal is checked and stabilised on the same working day.
We do not touch the coreAll logic lives in our own modules and services, so the portal updates the standard way and customisations survive updates.
Transparent supportRequests are closed under the support agreement, and a monthly report by category is compiled from the portal automatically.

Result

One environment for the whole group, where AI is already at work

What changed for the Holding and its subsidiaries.

9 companieswork in one portal: each has its own space, shared communications and single sign-on.
1 databaseof contracts and customer requests of all subsidiaries — the operator sees it during the call.
Minutesto match foreign investors to a project: AI assesses the database and prepares a report, the decision is up to the employee.
AIin recruitment, CRM and the knowledge base: drafts and recommendations, while the decision stays with a person.
State registriesin the CRM record: company details and statuses are pulled in without manual entry.
0changes to the Bitrix24 core: all logic lives in our own modules and services, and the portal is updated the standard way.

The main change is a shared environment. Employees of the Holding and its subsidiaries communicate, hire, manage clients and investment projects and submit reports in one system, while the companies’ data stays separate.

The project keeps evolving. New integrations, AI scenarios and services for employees appear as related systems become ready.

Technologies

What it is built on

Bitrix24 Enterprise

On-premise on the client’s servers: multi-department mode, smart processes, business processes, our own modules and local applications. The core is unmodified.

Single sign-on

Corporate accounts of all group companies and access separation between the companies.

AI and automation

The AI platform and language models inside the Holding’s perimeter, an AI assistant in the portal, smart knowledge base search, robots and business processes.

Integrations

1C:Salary and HR, bgov.kz, WhatsApp Business API, a proctoring platform, subsidiaries’ systems, REST API for the Analytical Centre.

A similar task? A holding with subsidiaries, a corporate portal in a closed perimeter, recruiting for a group, or AI that must not take data outside — we will look at your case and show what from this case study fits you. Learn more about Bitrix24 implementation and AI agents for business.

Discuss a project

Discuss a project

Tell us how your group of companies is organised

How many companies and employees, where users and data live, which processes you want to bring together. That is enough for us to see at the first meeting where to start and what can be handed to AI.

  • We reply within a business day and meet online or at our office in Almaty or Astana.
  • We will show how the multi-department setup, single sign-on and AI assistants from this case study work.
  • We will advise what can realistically be done in a closed perimeter and on the on-premise edition of Bitrix24.

Have a specification or a process description? Send it to info@oneit.kz (PDF, DOCX, XLSX up to 20 MB) — and mention it in your message.

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