MedPB Client Portal

In the development of clients.practis.com I led the integration of sophisticated functionalities, including bi-directional communication with Salesforce and Stripe through REST API and webhooks. This project showcases my expertise in creating seamless data flow between different platforms and highlights my ability to engineer complex integrations that automate and synchronize data across systems. This enhanced the user experience and operational efficiency.

Furthermore, I developed a custom WordPress plugin tailored for managing the site’s unique course offerings. This plugin not only facilitated course delivery and management but also ensured that users' course completions were accurately reflected in their Salesforce accounts, thereby automating the certification process and maintaining an organized record of user progress and achievements. I also created an integration with the Stripe API for customers to be able to update billing information on their account.

This project was part of a massive CRM migration that MedPB was doing from Keap to Salesforce which involved heavy collaboration with a dedicated team of Salesforce developers and project managers. I was responsible for mapping out entire sales processes and any affected third-party integrations. The existing client portal that MedPB was using was on a platform that wouldn’t integrate with Salesforce so I researched and implemented a custom,scalable solution.

Working in an agile environment, we placed a strong emphasis on communication and flexibility and regularly adapted to feedback and changing goals swiftly. This approach ensured that all aspects of the project, from technical development to user experience, were aligned with the project goals and client expectations. My role in this collaborative effort not only highlighted my technical skills in web development and system integration but also underscored the importance of teamwork, communication, and agile methodologies in executing complex digital projects efficiently.