A client portal for hundreds of clients
A healthcare consulting team brought documents, project updates, and client messages into a Microsoft 365-connected portal.
Clients can find project updates, documents, and messages in one place using Microsoft 365 sign-in and role-based access.
Healthcare Consulting Company · Engagement sponsor: Executive Leader
- Dropbox, email, and Wrike had worked for a smaller client base. As the firm grew, keeping documents and updates in sync took more staff time.
- Clients often had to email or call to ask about project and document status.
- Sensitive documents moved through email attachments and shared folders with inconsistent version history.
- Wrike handled internal work, but staff still had to relay updates to clients by hand.
- Each new engagement meant setting up folders and communication steps manually.
What we did
- 01
Built a client portal connected to Microsoft 365, with Azure AD sign-in and roles for each client organization.
- 02
Moved shared documents into SharePoint with version history and controlled access.
- 03
Set up uploads that route documents to the right project and update their status.
- 04
Connected the portal to Wrike so project and task updates appear in both places.
- 05
Added in-portal messages tied to projects and tasks.
- 06
Built dashboards so clients and staff can see project progress without a separate status update.
- 07
Used Azure serverless services and SharePoint storage to support growth in clients and documents.
More from this engagement
Document work moved into a clearer process
Uploads, reviews, and Wrike updates now stay with the right project rather than relying on manual coordination.
Clients can check progress directly
Dashboards show project and document status without a separate email update.
Room for client growth
The platform uses Azure serverless services and SharePoint storage, which can expand with demand.
What changed
The portal connects internal project work with the client's view of documents and progress. The team no longer has to relay every update by email.
Let's talk about what you're trying to change.
A discovery call is where we learn about your goals and where work gets stuck, explore whether we're a fit, and agree on whether a deeper review or service conversation makes sense next.
- No prep required
- A conversation about your goals and constraints
- Optional deeper review if it makes sense