The project's primary focus was on finding and implementing a new technological application, which included running a production model and releasing updates afterward. Managing conditions and user access to a web portal was the main objective.

The conditions and user tables, which offer Add, Change, Delete, Inactivate, Search, and Export actions, would only be directly editable by administrators. A four-level structure would govern data access: Level 1 (Main Team) would have complete access to all data, Level 2 (Firm) would limit access to advisor/client data for the entire firm, Level 3 (Advisor) would only provide access to their particular clients, and Level 4 (Client) would be the lowest level of access.

This access model was created to guarantee safe, role-based access through the web portal and control data visibility within the database. Phase 1 of the project was dedicated to functional discovery, Phase 2 to technical discovery, and Phase 3 to development, which included production models and staging. With just under 1200 hours devoted to web development, backend, testing, project management, and DevOps, the project was finished in a remarkably condensed 3.5 months. The team met all expectations and successfully delivered on time. Review collected by and hosted on G2.com.