Client portals and dashboards
Build the application behind a client experience your agency is designing, including user roles and the workflows your client needs to operate it.
FOR AGENCIES
Bring me in for the portal, integration, or internal tool your client needs. We define the scope, who talks to the client, and what your team receives at handoff.
David Amagid · Software developer
WhatsApp Email DavidBuild the application behind a client experience your agency is designing, including user roles and the workflows your client needs to operate it.
Connect CRM, forms, messaging, and other tools your client uses. Document where data belongs and what to do when a sync fails.
Agree on repository access, deployment instructions, and ownership before development. Review the code and open decisions with the people who will maintain it.
Consumer Protection Forum
The Forum project separates the main case workspace from the advisor portal. It is an example of translating each team’s job into software, a useful exercise when several stakeholders share a client project.
Read the English case management articleAgree on the work and who owns it
Show working software at each milestone
Pass on code and the instructions to run it
Review your brief with your account or technical lead. Decide who owns the scope, approvals, client communication, and technical decisions.
Share the parts of the system the client needs to see. Capture acceptance criteria and changes where your team can review them.
Walk your team through the repository, how to run and deploy the software, and which integrations need ongoing attention.
We can agree on who joins calls, who presents work, and how technical questions reach the client. That arrangement can be part of the project scope.
Yes, if the project setup supports it. I review the stack, permissions, and release process before agreeing on how to contribute.
We agree on deliverables at the start. They can include the code, setup and deployment instructions, an integration map, and a walkthrough with the team taking over.
Send the brief, what your team owns, and the part you want a technical partner to take on.
WhatsApp Email David