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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.

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Let’s make the next step clear

Tell us what your business needs. We’ll help you find the right way forward.

Or email sales@samiteon.com
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USALouisvilleUAEWorld Trade Center, Dubai as MyWingedBullIndiaSamiteon Technologies · Bangalore