Introduction: 

Our client, a web development and design company was facing several challenges with their manual process for connecting clients with staff, tracking project progress, and manual form filling. The client had a large number of clients and staff, which made it difficult to manage the workflow and ensure that projects were completed on time and to the client’s satisfaction. Additionally, the client was spending a significant amount of money on labor costs, which was making it difficult to remain competitive in the market.

Challenges: 

The client’s main challenges include:

• Difficulty in connecting clients with staff and tracking project progress
• Manual form filling and data entry, which was time-consuming and error-prone
• High labor costs and difficulty in scaling the business
• Difficulty in ensuring client satisfaction and quality control

Solution:

To address these challenges, our company worked with the client to design and develop a custom dashboard portal that streamlined the process of connecting clients with staff, tracking project progress, and automating data entry. The website is created to represent a design studio on the web as the website sells a design package that comprises graphic designing, web development, SEO, social media marketing, etc. The dashboard allows new users to sign up on the website. After signing up the account owner they will fill in the form, the form will have the details of the order request the account owner wants he will select the type of design and input all the other details of the request like sizes, text, assets for the designs in the same form the account owner will be able to add collaborators for his company to manage the requests and review them after completion.

After creating a request, it will be moved into the requests dashboard where the user will be able to view his requests in the Open Requests, In Progress, Ready for Review, Need More Detail, and Completed sections of the requests dashboard. After the account owner has created a design request the designers of our client will be able to change the status of the requests according to the work, they have done on the account owners specific requests from Monday.com as we will integrate it with our system and from there, it will reflect on the requests dashboard. So, it will allow the account owner/collaborator to view the status of their requests in real-time from the requests dashboard. After the requests are added to the Ready for Review section the account owner/collaborator will review the designs and will now mark them as completed and after that, they will be moved to the completed section.

Another good feature, of the system, is that we have created collaborators forms which will allow the account owner to add or remove the collaborators they will be able to manage the requests on the behalf of the account owner. We have also implemented tawk.to integration into the system as soon as the account owner will click on the tawk.to button the integration it will automatically populate account owner details in it, after that tawk.to will allow you to directly communicate with the designers and give further details on the requests. Account owners will also be able to manage their subscriptions within the system

Results: 

The custom dashboard portal had a significant impact on the client’s business. By automating the process of connecting clients with staff and tracking project progress, the client was able to save up to $50,000 per year on labor costs. Additionally, the client was able to work with an entire team of designers, which allowed them to get unlimited designs for the cost of a single in-house designer. The client was also able to ensure client satisfaction and quality control, which helped to increase customer retention and improve the overall reputation of the business. Overall, the portal had an overall rating of 4.9 stars and trusted by over 10,000 users worldwide since 2018.

Conclusion:

The custom dashboard portal we designed for our client was able to address several challenges that the client was facing, including difficulty in connecting clients with staff and tracking project progress, manual form filling and data entry, high labor costs, and difficulty in ensuring client satisfaction and quality control. By automating these processes and providing several features for easy communication and collaboration, the client was able to save money on labor costs, increase efficiency, and improve customer satisfaction. Additionally, the client was able to offer a unique selling point to their customers which helped them to increase their customer base. Overall, the project was a success and has proven to be a valuable tool for the client’s business.