Vault

Technology

PHP, CodeIgniter

Industry

Business services

Project Type

Project Management

Country

Philippines

Introduction

Vault is a solution for a client who had to switch their business to work-from-home during the pandemic. The client was facing issues managing staff and maintaining a smooth workflow remotely. So they asked us for a system to track staff activity while allowing access to technical resources and in-house aid.

With Vault, we developed an easy flow where the client, as Super Admin, can manage user roles and monitor all data transfers among staff. We added functionality for staff to arrange meetings, share meeting updates, have post-meeting conversations, and follow up on discussed tasks.

Key Features

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Task assignment

We created interface where User’s with role for project manager can assign tasks to employees listed from custom Contact List.

Daily Activity

We Created a log sheet system for users to upload, where they can upload all the task they did in their daily schedule.

Viber Integration

For Instant notification of task or any update on allotted task we integrated Viber API for Message service when new update is there.

Email Integration

For those users who didn’t subscribe to Viber notification we also integrated Email Notification with event triggers like Task added, Meeting Scheduled etc.

Contact List

Only Super-admin can manage this contact list so admin can decide who can see which functionality of the project, Using easy check-box click to enable & disable.

Multi-User level

This project contains multiple user roles, Super-admin, Admin, Business Managers, and Users. Where only super-admin can add and manage access of each user.

Business Challenges

Understanding the client’s needs for recording meetings and allowing permission updates was straightforward, as these are common business requirements for tracking daily interactions. Providing a solution where users can stay updated on meeting developments is highly prioritized.

Designing the system per the client’s specifications for multiple user roles with different system access.
Making the meeting scheduling and post-meeting update functionality effective and easy to use.
Ensuring each user role has appropriate access to the system and tailoring the UI accordingly while securing other data.
Sending instant Viber and email notifications on task additions and updates so users can stay on top of ongoing tasks for performance tuning.
Integrating the Amazon S3 server so all uploaded files go to Amazon S3 rather than burdening the main server.

Solutions

Providing a business solution requires keeping each module in mind. With clear requirements from the client, it was an easy task for the WPWeb Developers team to solve these challenges and create a user-friendly environment tailored to the business’s needs.

Designed a multi-interface website with multiple user types, each with a customized interface from a shared login page.
I created a meeting interface showing all meetings in a table view and an add form to create new meetings with dynamic participant selection.
Users have access permissions assigned by the super admin, restricting modules based on their role.
Configured Viber API triggers for instant new meeting and update notifications across modules.
Added shortcode support with dynamic messaging configured by the super admin for flexible content.