Portal Development for Accounting Firm Moore Stephens
This was no simple task and as such required an Agile approach and full collaboration from our Senior Solution Architect, Development Operations Manager and Web Development team based in Perth.
As part of an on-going push to supply their clients with IT and Digital Services, Moore Stephens approached us to create an online client portal. They required a purpose built system to support complex and customisable forms and reports to allow them to effectively communicate with their clients. Plus, they needed a platform that had the ability to push future digital services and offerings.
The Integranet Digital team see the importance of keeping up with today’s digital world and the need for a digital strategy that embraces the latest technologies, and adapts alongside the audience in order to improve service offerings.
To solve Moore Stephens' business issue, the Online Client Portal was architected utilising a custom built calculation engine, built into the Kentico CMS by our experienced team. This allowed staff at Moore Stephens to create custom reports and web applications using commonly available accounting software, as well as permitting them to manage the website content in an easy to use, user friendly manner.
We completely customised the client portal with powerful integrations that reduced duplicate data.
The new online client portal also ensures a secure separation of data between clients, which is essential to the integrity of the system. Prior to designing and building, our team make sure they are aware of all digital requirements and choose a digital solution specifically to match the specifications. The new portal needed to use:
- A world class CMS, which is also cost effective for development by providing a large range of out of the box functionality.
- Clear and concise user experiences, with in-depth workshops to identify key requirements for users.
- Innovative information architecture and structure that can change and grow with the organisation’s future growth.
- Unique templated web-based portal for the client data upload.
- Secure file transfer between Moore Stephens and their clients.
By using Kentico as a platform, Integranet Digital were able to provide Moore Stephens an online client portal that facilitates collaboration, communication, reporting and translation of excel based documents into web-based forms, and then back again. These forms could be easily worked on using the portal and updated with relevant information. The information was then linked back to the original spreadsheets hosted on SharePoint. This innovative link both increased the simplicity of using the documents, as well as enhancing the user experience.
The Moore Stephens’ Web Portal went live after extensive and rigorous testing. It not only provides incremental value to Moore Stephens, it has also separated these services from other potential competitors in the market. It was a pleasure to support another organisation in their chase for disruption and transformation through innovation.
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