← All work
Business Management Portal
A client and internal portal for projects, documents, billing and communication.
- Industry
- Professional Services
- Services
- Custom Software · Web Platforms
- Platform
- Web
- Year
- Year TBC
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Project visual · placeholderWeb
01
The Challenge
Client work managed over email and spreadsheets with no single place to see status.
02
Our Approach
- 01Interview staff and clients about their daily tasks
- 02Prototype key workflows
- 03Build and iterate with real users
A web portal with client and staff views, document handling, project status and billing visibility.
03
System Architecture
4 layers · 9 system components
04
UX / UI
Clear status-first dashboards and focused task views for both staff and clients.
Key screen · image placeholder
Workflow · image placeholder
Component system · image placeholder
05
Engineering
- Granular permissions
- Document versioning
- Email and in-app notifications
06
Technology Stack
- Next.js
- NestJS
- PostgreSQL
- AWS
07
Outcome
Clients and staff share one view of progress. Verified outcomes to be added.
What this demonstrates
Delivery of a connected system rather than isolated screens: 4 architectural layers, 2 service disciplines and a defined technology stack working together.