CASE STUDY

Confidential Family Office Project and Task Workflow Platform

We built a custom project and task management platform for a confidential family office, bringing assignments, workflow requests, notifications and leadership visibility into a controlled digital workspace.
Confidential Family Office
Confidential Family Office — featured composition
Confidential Family Office Project and Task Workflow Platform

PROJECT SNAPSHOT

Client
Confidential Family Office
Industry
Region
Engagement
Confidential Family Office Project and Task Workflow Platform
Technology
.NET, Joget
Scope
Project tracking, task assignments, workflow requests, notifications and management reporting
Business Challenge

Fragmented task updates

Teams followed work through disconnected spreadsheets and email.
Key Challenges

Fragmented task updates

Teams followed work through disconnected spreadsheets and email.

Manual request handling

Requests and approvals required repeated manual follow-up.

Limited project visibility

Leadership needed a consistent view of ownership and progress.
What Neologix Delivered

A connected business platform

We built a custom project and task management platform for a confidential family office, bringing assignments, workflow requests, notifications and leadership visibility into a controlled digital workspace.

Central project register

Projects are recorded in a shared operating environment.

Structured task assignments

Team members can review their assigned actions and responsibilities.

Workflow requests

Digital request screens support consistent work intake.

Status and notifications

Updates and notifications help participants follow progress.

Role-based workspace

Access can be organised by responsibility and role.

Consolidated oversight

Project views help reviewers identify priorities and issues.
Solution Architecture

Custom project and task coordination

The platform connects work requests, joget workflow, project records, task assignments and management views.
Confidential Family Office — application screenshot
Confidential Family Office — application screen
Confidential Family Office — functional architecture
Functional view of the custom project and task coordination.
Implementation Approach

How the platform supports daily work

Five operating steps illustrate the main user workflow.
01

Capture project requests

Capture project requests, using the relevant application roles and workflow controls.
02

Assign work owners

Assign work owners, using the relevant application roles and workflow controls.
03

Manage task progress

Manage task progress, using the relevant application roles and workflow controls.
04

Route workflow updates

Route workflow updates, using the relevant application roles and workflow controls.
05

Review project dashboards

Review project dashboards, using the relevant application roles and workflow controls.
Business Outcomes

A more connected operating environment

The platform provides a structured approach to managing work, information and related approvals.

Technology Stack

.NET
Joget
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