2025/02/28
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Portal System Design Document Creation
Project Overview
We unified internal task management, certifications & training, department-level budgeting, and business analytics into a single website. The system synchronizes tasks with Garoon, eliminating copy-and-paste work. It also provides real-time presence and location tracking via iOS device beacons.
Technology Stack & Development Tools
- Programming languages: C#, JavaScript, HTML, CSS
- Front-end framework: jQuery 3.2.1, Ajax
- Back-end framework: ASP.NET MVC 5.0, Entity Framework 6.0
- Native app: iOS (Swift)
- Database: MS SQL Server
- Cloud/Server/Infrastructure: Client’s VPS
- Task management tool: Excel
- Communication tool: Redmine
- Other tools: EPPlus
Client Challenges
- Manual work due to lack of Garoon integration
Task assignment runs on Garoon but is not connected to the project data source, forcing manual entry/copy-and-paste of project or task names; this increases input load and inconsistencies, affecting accuracy and allocation speed. - Limited real-time visibility into business metrics
There was no real-time dashboard to aggregate and visualize revenue, projects, contracts, and consulting activities, slowing monitoring and decision-making. - Insufficient visibility into training and self-directed learning
Employees lacked a centralized place to review their training roadmap and select suitable courses; training information was scattered and certification/learning records were fragmented. - Real-time presence/location management needs
The team could not reliably see who was in the office or out, delaying face-to-face coordination and operational decisions.
Client Requirements
- Single-site, integrated operations
Manage tasks, certifications–education–training, department budgets, and analytics on one platform. - Company-wide access with role-based permissions
All employees can sign in; features are authorized by role and position. - Leverage client-provided HTML
Implement based on the provided HTML screens. - Garoon synchronization & report exports
Synchronize with Garoon; export reports in DOC and Excel. - Cross-browser testing & end-to-end delivery
Validate on major PC browsers; our team covers detailed design, unit testing, integration testing, and system testing.
Our Proposal & Approach
- Requirements refinement
Start from the requirements document to define functional granularity, data fields, and operational flows, reducing omissions and rework. - Maximize existing UI assets
Leverage the provided HTML, componentize, and establish a style guide to shorten design effort while keeping UI quality high. - Regular synchronization with Garoon
Provide a background-resident application to schedule task data syncs, eliminating double entry and keeping both systems consistent. - Quality assurance & compatibility
Test functionality, rendering, and performance on Chrome, Edge, and Firefox, absorbing browser differences to ensure stable operations. - Disciplined delivery process
Execute implementation → unit → integration → system testing; after PG completion, prepare detailed design documents for maintainability. Maintain regular checkpoints to avoid requirement drift.