2025/02/28

Share

  • Share on Facebook
  • Share on Twitter

Portal System Design Document Creation 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.