CUSTOM PROJECT PORTAL WITH SKUID
OVERVIEW
A large enterprise needed a flexible way to track and visualize 26 major project milestones, including plan, forecast, actual, and risk data. Off-the-shelf tools like Asana, Jira, Microsoft Project, and Smartsheet couldn’t meet the unique requirements of each project, resulting in inconsistent reporting across teams. Fiduciary Tech implemented a scalable, Skuid-based UI solution that improved visibility, user experience, and reporting accuracy while reducing reliance on full-code development.
THE CHALLENGE
The client needed a single portal that could consolidate milestone data from both Salesforce. Standard Salesforce layouts couldn’t display the data in the table format they required, limiting usability and reporting accuracy. With limited developer resources and a competitive IT market, the client needed a flexible, easy-to-use front-end solution that allowed rapid prototyping and iterative feedback.
OUR SOLUTION
Fiduciary Tech first implemented a Salesforce managed package to organize and display milestone data using custom objects and fields. As the client’s requirements evolved, we transitioned to the Skuid platform to provide a flexible, configurable UI with drag-and-drop components. We quickly ramped up a team of five developers and non-developers to build custom pages that replaced standard Salesforce screens, dramatically improving navigation and user experience. Backend automation and validation ensured data consistency across integrations with Salesforce, while the scalable architecture allowed the addition of dashboards, pages, and new components as reporting needs grew.
KEY FEATURES
• Custom milestone table views displaying plan, forecast, actual, and risk
• Drag-and-drop UI configuration for rapid prototyping
• Backend automation to ensure data consistency across integrations
• Scalable architecture supporting additional dashboards, pages, and components
• Reduced reliance on full-code development for routine updates
GLOBAL IMPACT/RESULTS
• Faster insight into project progress and milestone tracking
• Improved reporting accuracy and user adoption through an intuitive UI
• Reduced development effort by leveraging configuration-first design
• Enabled scalability as the client’s reporting and dashboard needs grew
TECHNOLOGIES & SERVICES
Salesforce — core CRM platform
Skuid — configurable UI and dashboard layer
API integrations — data consistency across systems
CONCLUSION
By combining configuration-driven UI with robust backend automation, the client gained a flexible, scalable milestone tracking system. This solution improved visibility, reduced development bottlenecks, and positioned the client for continued growth and efficient project management.