Service guides / SaaS development
Systems & file handoffs · SaaS developmentCustomer portals: systems & file handoffs
Plan how information enters and leaves the work. Start with sample customer records and access rules and plan a customer login and record-view journey.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
The project in view
- Start with
- sample customer records and access rules.
- Proposed result
- a customer login and record-view journey.
- A decision to resolve
- cross-customer data access.
This is a planning example. It does not describe a completed client engagement.
Systems & file handoffs for this project
- Confirm the source format for sample customer records and access rules and the required delivery format for a customer login and record-view journey.
- Carry a stable reference through each handoff so a reviewer can trace cross-customer data access.
- Begin with a reviewed file exchange if a live integration is unnecessary. Confirm system access before promising an integration.
Questions to answer together
- Which file formats or systems must exchange information?
- Who owns access, exports and destination records?
- How will a failed handoff or superseded file be identified?
What to have at the end
A handoff specification covering formats, permissions, ownership and failure handling.
Record the decision on cross-customer data access alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.