Discuss your project
All case studies

PDM · Secure client portal

From scattered campaign files to secure self-service insight.

A role-based client portal, automated ETL, and a three-layer data architecture modernized the full direct-mail campaign lifecycle.

Engagement highlight3

connected data layers

The challenge

What needed to change

A full-service direct-mail organization lacked a centralized client portal. Multi-format lead files required manual cleansing, the data warehouse lacked structure, and clients had limited real-time campaign visibility and security controls.

The solution

How Samiteon delivered

Samiteon delivered a React client portal with Azure AD B2C and MFA, a .NET Core API, client-specific staging schemas, automated SSIS and stored-procedure processing, and a SQL Server architecture spanning staging, operational, and warehouse layers.

What was built

Connected capabilities, designed around the real workflow.

01Invite-only registration, MFA, and role-based access
02CSV, TXT, and DBF ingestion with client-specific staging
03Address hygiene, deduplication, suppression, and delivery tracking
04Metadata-driven dashboards and automated ETL

Business impact

What the engagement achieved

Stronger security across every application tierLess manual work through automated processingScalable client onboarding and self-service reporting

Technology

A practical stack chosen for the solution and its future.

Explore more Samiteon work

Connected healthTissuTrak

One secure platform for clearer, more connected care.

Data and marketing platformD&G

A data platform built for 21M+ protected products.

Sports technologyK-Snap

Live athlete insight, from wearable to web.

Contact Samiteon

Tell us about your project.

Or email sales@samiteon.com
USA · +1 502-698-1077
USALouisvilleUAEWorld Trade Center, Dubai as MyWingedBullIndiaSamiteon Technologies · Bangalore