Client-facing data room and analytics
Financial / professional services
Development of secure, client-facing interfaces for document sharing, data presentation and analytics.
The challenge
Professional services clients needed secure access to documents and data in structured, easy-to-navigate interfaces. The system had to handle sensitive information while remaining intuitive for non-technical users.
The approach
Built and refined client-facing views with careful attention to information hierarchy, access controls and performance. Worked with existing backend services to present complex data in readable formats.
Key user journeys
Clients log in to review shared documents in a structured data room.
Users navigate analytics dashboards to understand key metrics.
Administrators manage document access and user permissions.
Features included
Document and data room-style interfaces
Analytics dashboards and data visualisation
Secure authentication flows
Real-time data updates
Responsive layouts for varied screen sizes
Why it works for the business
Helped deliver interfaces that clients could use confidently without training. Reduced reliance on manual document sharing and improved the clarity of presented data.
Tech & build approach
React, TypeScript, Node.js, API integrations, analytics tooling. Experience with real-time features and complex UI state in regulated environments.