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Development of a Customizable Admin Panel with Template Management for B2B SaaS Payment Platform
  1. case
  2. Development of a Customizable Admin Panel with Template Management for B2B SaaS Payment Platform

Development of a Customizable Admin Panel with Template Management for B2B SaaS Payment Platform

valor-software.com
Financial services

Identifying Pain Points in Custom Admin Panel Setup for Payment SaaS

A SaaS payment system provider seeks to enable its enterprise clients to create and manage personalized administrative dashboards. Current limitations prevent clients from tailoring their admin interface with custom templates, color schemes, and payment settings, resulting in reduced user engagement and flexibility issues across diverse customer needs.

About the Client

A SaaS provider offering payment solutions to ecommerce platforms, requiring flexible admin customization options for enterprise clients.

Goals for Implementing a Customizable Admin Interface with Template Management

  • Enable clients to create, edit, and deploy custom templates for admin panels, including color schemes and layout options.
  • Integrate a flexible, scalable front-end interface built with modern JavaScript frameworks.
  • Allow seamless interaction between the custom UI and existing backend services via API.
  • Ensure high performance and security compliance for sensitive payment data.
  • Provide an intuitive user experience to support diverse client branding and operational requirements.

Core Functionalities Needed for Custom Admin Template System

  • Customizable Template Builder: Tool for designing admin panels with options for colors, layouts, and widget placement.
  • Template Management Dashboard: Interface to save, edit, and activate multiple templates per client account.
  • Live Preview Functionality: Real-time visualization of templates for seamless customization.
  • API Integration Layer: Use of RESTful or similar APIs for interaction between UI and backend services.
  • User Role and Permission Controls: Manage access rights within customized admin panels.
  • Responsive Design: Ensuring templates are functional across devices and screen sizes.
  • Template Storage and Versioning: Secure storage with version control for rollback and audit trails.

Preferred Technologies and Architectural Approaches

Modern JavaScript frameworks such as Angular and Vue.js
Backend API interaction through RESTful APIs
Responsive UI design principles
Secure data handling protocols

External Systems and APIs for Integration

  • Backend payment and user management services via API
  • Authentication and role management systems
  • Template storage solutions (e.g., cloud storage or database)

Critical Non-Functional System Requirements

  • Scalability to support increasing client templates and concurrent users
  • High performance with minimal latency for real-time preview and editing
  • Robust security measures to protect sensitive payment and user data
  • Availability and uptime above 99.9%

Expected Business Impact and Benefits of the Custom Admin Template System

The implementation of a customizable admin panel system will empower enterprise clients to tailor their dashboards, increasing client satisfaction and operational efficiency. It is anticipated to boost user engagement by offering a more personalized experience, reducing support overhead, and enabling rapid deployment of branding adjustments. These enhancements are expected to lead to higher client retention and expanded market competitiveness.

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