Post-Trade Operations Directory Web Platform
Budget: $80 – $100 USD
IMPORTANT REQUIREMENT – FINAL DELIVERABLE IN FRENCH
Although this specification document is written in English, the final deliverable must be entirely in French. This requirement is mandatory.
The platform will be used by French-speaking financial institutions and professionals. Therefore, the final product must be fully operational in French from the moment it is deployed.
The expected deliverable is a complete French-language platform ready for production use.
Project Overview
I am looking for a service provider to develop a simple and professional web platform that will allow companies and institutions listed in a Post-Trade Operations Directory to update their information online.
This platform will replace an existing questionnaire currently used to collect company information.
The current questionnaire should only be used as a reference. The new platform must significantly simplify the process and retain only the information that is essential for managing and updating the directory.
The objective is to make the update process fast and intuitive so that each institution can complete its profile quickly and efficiently.
Project Objectives
The platform should allow institutions to:
* Access their company profile
* View existing information
* Update their contact details
* Add or modify contacts
* Submit updates online
All submitted information must be stored in a centralized database and easily exportable by the administrator.
Simplification of the Existing Questionnaire
The attached questionnaire should be used as a reference only.
Please remove all non-essential sections, including:
* Historical performance data
* Assets under management statistics
* Asset allocation reports
* Commercial statistics
* Historical annual figures
* Financial performance tables
* Detailed market information
* Complex organizational structures
* Any information that is not directly useful for a professional contact directory
The platform should focus exclusively on collecting and updating company and contact information.
Form Structure
1. General Information
* Company Name
* Main Activity
* Legal Form
* Year of Incorporation
* Address
* Postal Code
* City
* Country
* Telephone Number
* General Email Address
* Website
2. Key Contacts
Executive Management
* Full Name
* Position
* Telephone Number
* Email Address
Communications Department
* Full Name
* Position
* Telephone Number
* Email Address
Operations / Back-Office Manager
* Full Name
* Position
* Telephone Number
* Email Address
3. Business Activities
Checkboxes:
* Asset Management
* Fund Administration
* Custody Services
* Settlement & Delivery
* Clearing Services
* Issuer Services
* Compliance / Internal Control
* Other
4. Operational Contacts
Back Office
* Full Name
* Position
* Telephone Number
* Email Address
Compliance
* Full Name
* Position
* Telephone Number
* Email Address
Client Services
* Full Name
* Position
* Telephone Number
* Email Address
Additional Contacts (multiple entries allowed)
* Full Name
* Position
* Telephone Number
* Email Address
5. Company Description
A free-text field allowing the company to describe its activities.
Maximum length: approximately 500 to 1,000 characters.
6. Validation
* Respondent's Name
* Position
* Date
* "Submit" Button
Required Features
Company Portal
* Access via a unique personalized link
* Pre-filled information when available
* Ability to update existing information
* Mobile-friendly interface
* Confirmation message after submission
* Optional save-progress functionality
Administrator Portal
* Secure dashboard
* Access to all company profiles
* Company search functionality
* Edit company information
* Access to update history
* Contact management
* Excel (.xlsx) data export
Deliverables
The service provider must deliver:
* A fully functional website
* A centralized database
* An administrator dashboard
* A responsive design
* Full source code and complete transfer of ownership rights
* Technical documentation
* User documentation (in French)
* Excel export functionality
Ideal Workflow
1. The administrator imports existing company profiles.
2. Each institution receives a unique secure link.
3. Existing information is displayed in a pre-filled form.
4. The institution updates only the fields that have changed.
5. The data is automatically saved in the database.
6. The administrator reviews and validates the updates.
7. Updated information can be exported and used for the publication of the directory.
Final Objective
The platform must simplify the annual update process of the Post-Trade Operations Directory, increase response rates, reduce administrative workload, and provide a centralized, reliable, and easy-to-maintain database of institutional contacts.
Final Deliverable: A fully functional French-language web platform, ready for production use and specifically designed for collecting and managing updates from financial institutions listed in the directory.
Although this specification document is written in English, the final deliverable must be entirely in French. This requirement is mandatory.
The platform will be used by French-speaking financial institutions and professionals. Therefore, the final product must be fully operational in French from the moment it is deployed.
The expected deliverable is a complete French-language platform ready for production use.
Project Overview
I am looking for a service provider to develop a simple and professional web platform that will allow companies and institutions listed in a Post-Trade Operations Directory to update their information online.
This platform will replace an existing questionnaire currently used to collect company information.
The current questionnaire should only be used as a reference. The new platform must significantly simplify the process and retain only the information that is essential for managing and updating the directory.
The objective is to make the update process fast and intuitive so that each institution can complete its profile quickly and efficiently.
Project Objectives
The platform should allow institutions to:
* Access their company profile
* View existing information
* Update their contact details
* Add or modify contacts
* Submit updates online
All submitted information must be stored in a centralized database and easily exportable by the administrator.
Simplification of the Existing Questionnaire
The attached questionnaire should be used as a reference only.
Please remove all non-essential sections, including:
* Historical performance data
* Assets under management statistics
* Asset allocation reports
* Commercial statistics
* Historical annual figures
* Financial performance tables
* Detailed market information
* Complex organizational structures
* Any information that is not directly useful for a professional contact directory
The platform should focus exclusively on collecting and updating company and contact information.
Form Structure
1. General Information
* Company Name
* Main Activity
* Legal Form
* Year of Incorporation
* Address
* Postal Code
* City
* Country
* Telephone Number
* General Email Address
* Website
2. Key Contacts
Executive Management
* Full Name
* Position
* Telephone Number
* Email Address
Communications Department
* Full Name
* Position
* Telephone Number
* Email Address
Operations / Back-Office Manager
* Full Name
* Position
* Telephone Number
* Email Address
3. Business Activities
Checkboxes:
* Asset Management
* Fund Administration
* Custody Services
* Settlement & Delivery
* Clearing Services
* Issuer Services
* Compliance / Internal Control
* Other
4. Operational Contacts
Back Office
* Full Name
* Position
* Telephone Number
* Email Address
Compliance
* Full Name
* Position
* Telephone Number
* Email Address
Client Services
* Full Name
* Position
* Telephone Number
* Email Address
Additional Contacts (multiple entries allowed)
* Full Name
* Position
* Telephone Number
* Email Address
5. Company Description
A free-text field allowing the company to describe its activities.
Maximum length: approximately 500 to 1,000 characters.
6. Validation
* Respondent's Name
* Position
* Date
* "Submit" Button
Required Features
Company Portal
* Access via a unique personalized link
* Pre-filled information when available
* Ability to update existing information
* Mobile-friendly interface
* Confirmation message after submission
* Optional save-progress functionality
Administrator Portal
* Secure dashboard
* Access to all company profiles
* Company search functionality
* Edit company information
* Access to update history
* Contact management
* Excel (.xlsx) data export
Deliverables
The service provider must deliver:
* A fully functional website
* A centralized database
* An administrator dashboard
* A responsive design
* Full source code and complete transfer of ownership rights
* Technical documentation
* User documentation (in French)
* Excel export functionality
Ideal Workflow
1. The administrator imports existing company profiles.
2. Each institution receives a unique secure link.
3. Existing information is displayed in a pre-filled form.
4. The institution updates only the fields that have changed.
5. The data is automatically saved in the database.
6. The administrator reviews and validates the updates.
7. Updated information can be exported and used for the publication of the directory.
Final Objective
The platform must simplify the annual update process of the Post-Trade Operations Directory, increase response rates, reduce administrative workload, and provide a centralized, reliable, and easy-to-maintain database of institutional contacts.
Final Deliverable: A fully functional French-language web platform, ready for production use and specifically designed for collecting and managing updates from financial institutions listed in the directory.