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Projects / Client collaborationExplore the portal workflows
BDO GLOBAL PORTAL
Client tasks, document reviews and project delivery in one portal.
Projects, documents and tasks come together in a client portal for BDO. Contributors see their next actions; engagement managers can follow the work across teams and workspaces.
Project period · June 2023 - April 2026
Pinned client workspacesAssigned and owned tasksProgress by project
Inside a task
Each task carries its people, documents and deadlines.
Project context, participants and documents stay attached to the task, so the next person can pick up the work.
Who is involved
Owner, assignees and access settings define participation in the task.
What they need
The description, task group and attachment give the action its working context.
When to follow up
Start and due dates, reminders and project stages make the schedule explicit.
The engagement view
Project progress with a route to the unresolved tasks.
Task status, assignee distribution and project progress give the team a common reference before a client meeting. Managers can review the overview and return to the individual records that need attention.
Inside the project
How client work is prepared, assigned and reviewed.
The portal supports both individual tasks and recurring sets of work. Templates, batch creation, project roles and document activity provide the tools for coordinating multiple client engagements.
Client activity and progress by task group.
Client portal home and recent activity
The client home brings recent activity into the context of that client’s projects.
The working challenge
An engagement manager needs to understand current activity, task status and progress before deciding which part of the client work needs attention.
The product solution
The portal and client home pages lead into engagement and task-group overviews, connecting the overall picture with the work being monitored.
Review comments stay with the task they concern.
Task list with ownership and status
Ownership and status can be compared across tasks before opening a record.
The working challenge
A contributor needs to see who owns a task, why a reviewer returned it and which action is available next.
The product solution
The register and task detail connect status and ownership with reviewer comments and actions, keeping the follow-up beside the work itself.
Task preparation before the handoff to contributors.
Creating a new portal task
New tasks are created within a project, with the details needed to begin work.
The working challenge
A new client task needs its participants, dates, templates and supporting material defined before the team can work from it.
The product solution
Task creation and detail views collect those inputs and uploaded files, then keep the resulting task available in the shared register.
Assigning people, templates and dates
Participants, templates and dates are configured before the task is handed over.
Task details and uploaded material
Uploaded material remains attached to the task for the next review.
A shared task register
The register keeps project references, participant roles and task statuses in one view.
Templates define recurring work across projects.
Browsing stored task templates
Stored templates provide a reusable starting point for recurring client work.
The working challenge
Recurring client work needs a reusable set of tasks that can be prepared for selected projects without defining each task from scratch.
The product solution
Stored templates lead into project and task selection, establishing which work belongs in the batch before detailed scheduling.
Selecting a template for multiple tasks
The selected template supplies the task set for the next preparation steps.
Choosing projects for the task batch
Project selection determines where the prepared task batch will be created.
Choosing tasks from a template
The organiser chooses which template tasks belong in this batch.
Batch scheduling, assignment and creation status.
Planning dates and reminders
Dates and reminders are reviewed across the selected tasks before creation.
The working challenge
A selected task batch still needs dates, reminders, documents and owners aligned before it is created across projects.
The product solution
The guided steps expose scheduling, field edits, attachments and assignment, followed by a progress view for the task-creation operation.
Editing task fields in the batch
Task fields can be adjusted within the batch preparation workflow.
Attaching templates to batch tasks
Template attachments give contributors the material required for their tasks.
Assigning owners and managing task access
Assignment connects each task to its owner and access settings.
Tracking multiple-task creation progress
A progress view reports the status of the multiple-task creation operation.
Project setup includes features, attributes and roles.
Configuring portal attributes and features
Portal attributes and enabled features establish the client workspace configuration.
The working challenge
A portal administrator needs to establish the client workspace, project attributes and team roles before operational work begins.
The product solution
Portal setup and project forms provide feature and role configuration, with an Excel-based project-creation path for preparing multiple records.
Managing project team roles
Project roles make each team member’s assigned participation explicit.
Creating projects from an Excel file
Excel import supports preparing multiple project records from a file.
Entering project information and attributes
Project details are entered with the attributes used to organise the work.
Finding or creating a client portal
Administrators can locate an existing client portal or begin setting up another.
Notifications lead back to the work and shared files.
Notification panel beside the task list
Updates open beside the task list, preserving the context of active work.
The working challenge
A team member needs to find relevant updates and project files while keeping the task or engagement requiring follow-up in view.
The product solution
Notifications can be reviewed beside tasks and filtered, while document activity and project folders provide routes back to the shared material.
Technology stack
Technology behind BDO Global Portal.
Versioned APIs, Microsoft 365 integrations and a modular frontend support client engagements.
Background jobs and messaging
Functions, event delivery and scheduled jobs coordinate work outside the user session.
Data, search and storage
Document and relational stores work alongside caching and distributed locks.
Documents and connected services
Microsoft 365 and third-party integrations connect documents, signatures and service workflows.
User interfaces
SPFx web parts and a standalone SPA share a monorepo with more than 20 feature packages and an internal design system.
Identity and configuration
Entra ID provides identity; API management and Key Vault support access and configuration.
Infrastructure and delivery
Cloud infrastructure and tenant-specific releases are managed through automation and deployment pipelines.
Testing and code quality
Unit, browser and load tests are complemented by static analysis and quality checks.
Your client portal
Give every client engagement a clear next step.
We can connect your project workspaces, document reviews and task responsibilities around the way your team delivers client work.
Discuss your project portal