Client Portal with Milestone Approvals
The Diagnosis
Client updates were buried in email threads.
The Prescription
A branded client portal with milestone tracking and approvals.
The Relief
Reduced project admin time by 45%.
Case notes
A professional services & consulting operation came to Devlynks with a familiar set of symptoms. Client updates were buried in email threads. Our diagnosis phase mapped the full workflow, quantified the hours lost, and identified the highest-leverage points to intervene. A branded client portal with milestone tracking and approvals. We rolled out in phases with the operations team embedded throughout, migrating historical data, training key users, and instrumenting every process so improvement could be measured rather than assumed. Reduced project admin time by 45%. The system now runs as the daily backbone of the operation, with a support retainer covering monitoring and continuous optimisation.