The full portfolio in one operational view
A custom React application that gave each user a previously unavailable view across everything they managed, with related context and actions in one place.
The problem
Account managers had no single view of the full scope of their portfolios. Related records and signals existed across different systems, but the overall picture was unavailable to the people responsible for the work.
The approach
Designed a custom React application on the Ontology SDK, using the ontology to connect the relevant records and relationships. Built the interface around a complete portfolio view, with operational context and next-step workflows close at hand.
The outcome
For the first time, each user could see their entire portfolio and how its parts related, with the context and actions needed to work across it in one application.
- Custom React frontend
- Ontology SDK
- Relationship-aware interfaces
- Operational workflow design