Role-based account access
Built authenticated access and role-aware screens so each user sees the information relevant to their work.
Project case study
Horse Syndicate: a role-based portal replacing spreadsheet operations.
PKTechie designed and built a secure portal for ownership records, expenses, statements, reminders and daily syndicate administration.
Custom portalRole-based accessNext.jsPostgreSQL
Overview
Operational workflows moved into one secure product.
The earlier process relied on spreadsheets and fragmented data handling. The portal brought account access, ownership records, expenses, statements and reminders into a structured system with clearer visibility for each user role.
The brief
Scope and implementation targets
The project needed a secure platform that reduced spreadsheet handling, improved visibility and created a maintainable product foundation.
- Replace spreadsheet-heavy workflows with a secure role-based portal
- Provide authenticated account access for operational visibility
- Deliver role-based dashboards for different user types
- Move ownership, expense and statement data into structured records
- Make routine syndicate administration clearer and easier to manage
- Build a maintainable foundation for future platform work
The challenges
Operational friction points
The earlier setup relied on manual updates and spreadsheet tracking. That became harder to manage as data grew, user needs changed and reporting had to stay consistent.
- Spreadsheet-led processes required repetitive manual updates
- Operational information was split across files and informal processes
- Different users needed different levels of access and visibility
- Ownership changes needed to remain accurate over time
- Statements and reminders had to use the same source data
- The system needed to stay practical for daily administration
Engineering work
Product delivery across access, data and operations.
Structured ownership records
Moved ownership and effective-dated share information into relational records instead of spreadsheet history.
Expenses and statements
Connected expense handling and statement workflows to the same operational data used by the portal.
Scheduled reminders
Implemented reminder workflows and scheduled processing to reduce repeated manual follow-up.
Secure account recovery
Added email verification and password reset flows to support account access without manual intervention.
Responsive portal interface
Designed key portal journeys for desktop and mobile so operational information remains clear across screen sizes.
Downloadable reporting
Supported statement and workbook outputs for operational review and record keeping.
Production support
Investigated permissions, reminders, calculations, stale data and deployment issues as the platform moved through live use.
Systems involved
One platform with a clear operational source of truth.
Next.js
Application and responsive interface
TypeScript
Typed product implementation
PostgreSQL
Structured operational records
Prisma
Relational data access
NextAuth
Authenticated user access
Resend
Account and workflow email
Scheduled jobs
Reminder processing
Production support
Ongoing issue resolution
Outcomes1 2 3 4 5 6
A stronger foundation for daily administration.
Moved core administration from spreadsheets into an authenticated portal
Introduced role-based visibility for different user needs
Created a structured source for ownership and operational data
Connected expenses, statements and reminders to platform records
Reduced repeated manual handling across routine workflows
Established a maintainable foundation for continued development
Google reviews
What the client said
Approved Google review content matched to this case study.
This section only appears when an approved Google review is linked to this project.
Approved Google reviews
5.0
Based on 1 approved Google review
12 weeks ago
“PKTechie did a great job building our Horse Syndicate platform. He understood our business needs well and helped turn a manual, spreadsheet-heavy process into a much more streamlined and professional system. He was reliable, easy to work with, and delivered a high-quality result. Highly recommend.”
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Why this project matters
The value is in the operational change, not only the interface.
The project replaced disconnected manual processes with authenticated, role-based workflows. That gives the business a clearer operational baseline and a platform that can be maintained as requirements change.
Need a custom portal that replaces manual workflows?
Send the current process, the user roles and the main operational friction. PKTechie will confirm whether the work fits a contained implementation or a broader product build.
You can also browse more project work for related portal and implementation examples.