IT Services - Portal Development

Overview

Designed and implemented a full-featured client portal that provides real-time project visibility, requirement tracking, task management, automated quote generation, and invoice handling capabilities, significantly improving client engagement and operational efficiency.

Challenge

We needed a way to bring transparency to our project delivery process while reducing administrative overhead. Clients lacked visibility into project status, requirements approval was manual and time-consuming, and generating custom quotes required significant effort from the team. The existing workflow relied on disparate systems that didn't effectively share information.

Solution

We developed a secure, role-based client portal with Microsoft Azure AD integration for enterprise clients, real-time project tracking, requirement management with approval workflows, task visibility, automated quote generation, and invoice management - all built on a modern tech stack with Next.js, Tailwind CSS, and server-side rendering for optimal performance.

Process

The implementation followed a modular architecture with server-side API routes and server actions for secure data operations, role-based permissions to control access, and responsive UI components that adapt to different device sizes. The system connects to a Frappe backend for data persistence while maintaining strict security controls.

Results

• Streamlined client communication with real-time project visibility
• Reduced administrative overhead through automated workflows
• Accelerated quote generation and approval processes
• Enhanced security with proper authentication and authorization controls
• Improved client satisfaction with transparent project tracking and deliverable management