Executive Summary
Executive Summary
Our client's company is a financial analysis and risk investigation company that has more than 20 years of experience and an excellent reputation with its customers. A special application development project appeared as an urgent need for such purposes at one of the stages of their business growth.
Introduction
Our client had the following specific requirements for this application:
- It must be a low-code no-code .
- Single sign-on using SAML E-commerce Application SSO)
- A high level of security.
- Detailed control over customer activity.
- Various third-party service integrations.
So during the first call, there was a proposal to start with the discovery stage to get the following:
- Product requirements document
- Stack for the development phase.
- The scheme for architectural decisions.
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The Challenge
The Challenge
Our client uses an e-commerce site as a trading platform for their products. So it must be the first step in their customer experience. Only one registration or login is required on the e-commerce platform, which allows access to the application without any additional login steps. There must be a personal account with the data for this customer.
All of this information must be calculated and uploaded from various external services. One of the priorities is the highest level of protection.
Implementation
From the very beginning, there was a decision to use Zoho Creator its add-on Customers Portal.
The Customer Portal enables the application to be configured for multiple users. It is possible to build it with different levels of permissions and data access. From the user's point of view, it looks like a personal cabinet. The Customer Portal can have a custom domain name, which was important for our client. There was also a requirement to set up different email notifications for customers. So Zoho Creators' email client was also very suitable for such purposes.
In addition, SAML is available for the Zoho Creator Tariff plan. On the other hand, Zoho Creator good for different external service integrations. Some of the specific calculations were handled using the server's Zoho Creator . Such an opportunity makes the usage of Zoho Creator flexible in this project.
