Our Solution: A Secure, Cloud-Based Data Portal

Symphonize partnered with Tom Irwin to design and develop the Data Portal, a secure, cloud-based dashboard and reporting platform that replaces the legacy intranet. The new solution delivers a clean, intuitive user experience aligned with Tom Irwin’s existing Planner app while introducing a modern technology stack built for performance and growth.The platform was designed with a strong focus on defining user types, simplifying complex data views, and delivering role-specific insights that support daily decision-making across departments.

Role-Based User Experience: Defined user roles, workflows, and wireframes tailored to sales representatives, managers, and cross-departmental users.

Modernized Reporting: Introduced a new Performance Report that delivers actionable insights into sales activity and operational performance.

Granular Security & Permissions: Implemented two-factor authentication and widget-level permissions to ensure secure, role-appropriate data access.

Interactive Data Exploration: Integrated filtering and sorting tools to enable deeper analysis and engagement with reporting data.

Brand-Aligned Interface: Unified the portal’s visual language with the customer-facing Planner app for a consistent, cohesive experience.

Ongoing Platform Evolution: Continued enhancements include new user types, features, and reporting modules driven by real-world usage and feedback.
Christian Financial Credit Union
Huntington National Bank
Paqqets
Meridian Medical Management
Thales Group
Meridian Medical Management