Home / Case Studies / Financial Services Company
/ Case Study · Finance
An Online Portal to Manage Employee Tasks Efficiently. Every Task, Assigned and Tracked.
/ The engagement
A Project Management Portal as a Centralized Repository.
A leading financial services company serving 40 diversified businesses wanted to lift employee productivity. Brainvire built a project management portal that works as a centralized repository, with a robust and secure environment to manage tasks across websites, allocate and track work, log daily timesheets, handle leave requests, and restrict each user to specific modules.
/ About the client
The client is a leading financial services company that has released many applications for better trading and personal finance management. It offers a vast range of investment solutions and services to 40 diversified businesses, giving customers accurate information and services to reach their financial goals.
Brainvire delivered high-quality performance through its end-to-end services. The team built a project management application that works as a centralized repository, with a robust and secure environment that makes managing tasks across different websites easy.
/ The approach
Design, architecture, and features, shipped as one program.
An efficient portal
The client needed a portal to raise employee productivity, so the project management application lifted employee output to a great extent.
Information protected
Data security had to come first, so the team streamlined a portal that maintains a strong security system for the information.
Data in view
Users needed to see purchases, items set for repair, and contact preferences, so the team let customers browse the status of their products.
Managers and staff
Managers had to allocate and analyze tasks while staff reported progress, so the team built task allocation, leave tracking, and daily timesheets for both.
/ What stood in the way
Four problems, solved without a maintenance window.
Select a challenge to see how it shaped the build.
An efficient online portal
The client needed an efficient online portal to increase employee productivity. The project management application enhanced employee productivity to a great extent.
Security
Data security is an essential consideration for users. Brainvire streamlined a proper online portal that maintains a strong security system for the information.
Viewing the data status
Customers needed to view the purchases they made, the products set for repair, and their contact preferences. Brainvire made it possible for customers to browse the status of the products.
Easy access for managers and staff
Managers needed to allocate, organize, and analyze the tasks assigned to employees, while employees updated management on daily progress. The portal lets managers assign tasks and track leave and other requests, and lets employees fill a daily timesheet for the work they have done.
/ Product screens
The delivered experience.
The interface people actually use.
/01Expense
/02Dashboard
/03App Management
/04Plan Management
/05Task Management
/06Data Management
/07Insurance Dashboard
/08Reports/ The results
What changed, in numbers.
/ Next step
Ready for a redesign like this on your platform?
A 30-minute working session with a Brainvire architect: your current stack, your constraints, and where a rebuild actually pays off. No sales deck.
Book a Working Session →Cookies on this site
Essential cookies are always on. They keep the site secure and make forms work.
We also use Google Analytics and Microsoft Clarity to see how the site is used. We only turn these on if you accept.