PRD Notes
Case Detail
01
Context
Product brief
Implemented a clean portal experience with project status tracking, milestone views, secure document access, and handoff workflows for agency clients.
02
Problem
What needed to change
Clients needed a clearer place to review project progress, approve deliverables, and access handoff materials without digging through email threads.
03
Role
My contribution
Built the portal interface, milestone views, approval states, and document handoff experience against an existing API.
04
Process
How the work moved
Defined the core client journey, prioritized status clarity, then iterated on approval and file-access flows to reduce back-and-forth.
05
Architecture
Technical design
Organized the portal around authenticated project spaces, milestone records, approval states, and file references from secure storage.
06
Challenges
Tradeoffs and constraints
The portal had to feel simple for clients while still representing enough project detail for internal teams to avoid duplicate status updates.
07
Objective
Outcome
Improved handoff clarity, reduced repeated status questions, and gave clients a structured view of project progress and deliverables.
08
Iteration
What I would improve next
Useful next steps would include notification preferences, richer comment threads, and dashboard-level reporting for account managers.
09
Stack
