Custom Client Portal
Starting at
$
5,000
About this service
Summary
What's included
Scope of Work
π‘ Client interviews to understand the desired features and functionalities. π‘Definition of user roles and access levels. π‘Documentation of key workflows and processes to be incorporated into the portal.
Design and Prototyping
π§βπ» Wireframes of the portal's main pages and user interfaces. π§βπ» Interactive prototype to visualize the user journey and interactions. π§βπ» Feedback sessions to refine the design based on clients input.
Development
π₯οΈ Configuration and customization of the chosen no/low-code platform to meet the design specifications. π₯οΈ Integration with necessary third-party tools or platforms (e.g., CRM, payment gateways). π₯οΈ Setup of user roles, permissions, and access controls.
Testing and Quality Assurance
π οΈ Functional testing to ensure all features work as expected. π οΈ User acceptance testing (UAT) to gather feedback from end-users. π οΈ Performance testing to ensure the portal operates smoothly under expected user loads.
Deployment
π Migration of the portal to the live environment. π Setup of necessary hosting, domain, and security measures. π Final review and quality checks before going live.
Training
π¨βπ« Creation of user manuals and documentation. π¨βπ« Training sessions for admin users and stakeholders on portal management. π¨βπ« Onboarding materials for end-users to help them navigate and use the portal.
Post-Launch Support
π Monitoring of portal performance and user activity. π Addressing any reported bugs or issues in a timely manner. π Periodic updates and maintenance as required by the platform or to add new features.
Duration
3-4 Weeks
Skills and tools
Automation Engineer
Low-Code/No-Code Developer
Airtable
Softr
Zapier