Development of a Client-Facing Data Management Portal for Survey Insights

The firm struggles with developing a web portal that provides seamless, real-time access to survey data and management tools for clients and internal teams. Initial development delays risk missing critical project deadlines, affecting client relationships and operational efficiency.

A mid-sized real estate research and consulting firm aiming to improve client engagement and operational efficiency through a comprehensive online platform.

• Develop a secure, user-friendly web portal that consolidates survey data, response statistics, and reporting functionalities.
• Enable clients to manage survey recipients, view response metrics, and update user and client information from a single platform.
• Facilitate faster development to meet tight project deadlines, ensuring timely delivery to clients.
• Improve operational workflows for the firm by centralizing data management and user administration.

• Dashboard displaying survey status, response statistics, and recent activity.
• Data management modules for survey recipients, response uploads, and data updates.
• User management system for creating, editing, and hierarchically organizing client users.
• Reporting tools to generate downloadable survey performance summaries.
• Secure login, role-based permissions, and data privacy controls.
• Responsive design supporting desktop and mobile access for ease of use.

• Data storage and reporting databases for survey results
• Authentication and user management systems
• APIs for uploading bulk recipient data and exporting reports

• Scalability to support increasing survey data volume
• System uptime of 99.9%
• Data security standards compliant with industry best practices
• Fast response times with page loads within 2 seconds

The implementation of this portal is expected to centralize survey data management, significantly improving user access and operational workflows. It aims to enhance client engagement by enabling direct data interaction, reduce manual processing time, and ensure timely delivery of survey insights, ultimately strengthening client relationships and increasing operational efficiency.