Norwegian Platform for Application Processing and Portfolio Management
Portalo is a Norwegian platform focused on efficient and secure application processing and portfolio management. It provides services for managing grants and contributions, including registration, processing, and administration. Additionally, the platform offers tools for investment oversight, such as deal flow management, reporting, and data integration.
Overview
Portalo offers a unique solution for managing application processing workflows, allowing users to create customized application forms directly within the portal. Designed for investors and organizations providing gifts and grants, the platform enables administrators to review applications based on various criteria and decide whether to approve or reject them. For approved applications, the management team can define follow-up actions and monitor progress until the project is successfully closed.
Portalo also offers robust portfolio management features with a variety of reporting widgets that encompass both financial and non-financial records. Its graphical representations and customizable options provide users with greater flexibility and an enhanced experience.
Portalo ensures compliance, supports effective reporting, and facilitates board activities, driving value creation and growth.
Key Features
Custom Form Design
Users can create and customize application forms tailored to specific needs. These forms allow organizations to collect precise and relevant inputs directly from applicants, ensuring all necessary data is captured.
Comprehensive Application Workflow Management
The platform provides end-to-end management of the application process. From submission to final decisions, it ensures a smooth and streamlined workflow, allowing administrators to monitor and manage application statuses effectively.
Impartial Review Checks
The system includes a mechanism to verify any connections between reviewers and applicants. This feature ensures unbiased and fair evaluations by identifying and flagging potential conflicts of interest.
Integrated News Widget
A configurable widget that displays the latest news and updates about the configured organization. This keeps applicants and stakeholders informed about important achievements and ongoing activities.
Customizable Dashboards
Users can design dashboards with a variety of reports and visualizations. These dashboards provide an insightful overview of activities and performance, aiding in better analysis and decision-making.
Communication Tools
The platform enables seamless interaction between applicants and administrators through integrated chat and comment widgets. These tools foster clear and efficient communication throughout the process.
Investment Portfolio Oversight
Offers tools to monitor investments, manage deal flows, and generate detailed reports. Additionally, it integrates external company data, providing a comprehensive view of portfolio performance for informed strategic planning.
Graph Designing Tool
The Graph Designing Tool empowers users to create customized visualizations, including time-series and pie charts, by selecting multiple key figures and comparing them across chosen companies. This feature provides an intuitive interface for generating detailed insights, enabling users to analyze trends and proportions effectively for enhanced decision-making.
JotForm Integration
The platform integrates JotForm, allowing users to preview submitted responses directly within the application. This feature provides seamless access to collected data, streamlining the review and decision-making process.
Technologies Used
Portalo is built using modern technologies to ensure high performance and flexibility.
Frontend: Angular framework is used to build a responsive and intuitive user interface.
Data Visualization: D3.js is integrated to generate customizable graphs, enabling dynamic data representation.
Backend: MongoDB serves as the database, providing scalable storage and fast data retrieval.
Backend Services: Python powers the backend, ensuring robust and efficient processing of application workflows and data handling.
Next Priorities
Frontend Technology Upgrade: Updating the frontend framework to the latest versions to enhance performance, security, and user experience.
API Optimization: Streamlining API calls to improve response times, reduce server load, and enhance overall application efficiency.
Key Learnings from Development
Portalo’s development journey offered significant insights into building a highly efficient and scalable platform. Key takeaways include:
Expertise in D3.js: The team leveraged advanced capabilities of D3.js to create highly interactive and visually appealing data representations, enhancing user engagement.
Customizable Graph Designing Module: Developing a module that allows users to design and customize graphs with multiple options demonstrated the value of offering dynamic and flexible visualization tools.
Efficient Caching Mechanism: Implementing a custom caching system significantly reduced unnecessary API calls from client machines, improving performance and minimizing server load.
Dynamic Form Design: Using Angular’s robust form capabilities, the team built a dynamic form design feature that enables users to create and manage custom forms effortlessly.
