Operations · Custom

18 hrs/week saved

A React and PHP client portal that replaced spreadsheets and email threads.

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Custom web development case study of a React and PHP client portal

The challenge

Project status lived in spreadsheets. Clients chased updates by email, and the team copied the same data between three tools.

React · PHP · APIs · AWS

The approach

A custom portal on React and PHP, connected to the CRM, hosted on AWS, with a handover the team could own.

How it was done

  1. 01. Scope the jobs. Mapped the five status questions clients asked most, and the fields staff retyped every week.
  2. 02. Architecture. A PHP API, React front end and a single source of truth in the existing CRM.
  3. 03. Build and access. Client login, project timelines and file sharing, tested with real projects before launch.
  4. 04. Deploy and train. AWS hosting, backups and a short training so the team runs it without a developer on call.

The results

  • 18 hours saved every week
  • Clients check status without emailing
  • One login instead of three tools

Services behind this result: Custom development, AI automation.

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