Case Study: Transforming Dorsia's Member Vetting Process with Retool

About the project

Challenges

The previous Dorsia legacy vetting process involved manual steps that increased the risk of errors and delays. There were inconsistencies between different internal systems, Excel files and CRM, causing discrepancies in application statuses and user data.

Requirements

Managing many applications required a system capable of supporting bulk actions and real-time updates. Retool was chosen as the best candidate to meet all Dorsia's needs. The next step was to find a reliable Retool developer to review the requirements and develop the application in the shortest timeframe.

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Key Deliverables

Ensuring appropriate user permissions to manage sensitive member data without overexposing or limiting functionality.
The dashboards should have sortable columns and consistent data filters.

Main tool

Retool

Additional tools

Project Timeline

2 months

Akveo’s team, who was working on the project

Aleh Krauchanka

Retool Developer

Aleh Pashkevich

Retool Developer

Solution

Akveo's Retool developers, leveraging Retool as the primary development platform, implemented a robust vetting solution. The project was divided into key deliverables:

Scope of work

Our Low-code developers created a user-friendly Retool dashboard that allowed contractors to process applications efficiently

Editable fields for managing application data.
Filters to sort applications by status, location, and other parameters.
Buttons for bulk actions, such as approving or skipping applications.

Retool Vetting Dashboard With Application Details

Also, our Retool developers built a separate interface for Dorsia's internal teams to review and approve changes with detailed data views and integration with the internal database to ensure real-time updates.

Enhanced synchronization between Retool and Dorsia’s internal systems, ensuring:

Consistent data flow across platforms.
Automatic status updates triggered by actions in the Retool dashboard.

Retool Vetiing Dashboard with all details

Finally, Akveo's Retool experts optimized the dashboard interface for both desktop and mobile use, improving usability with sortable columns for easier navigation and intuitive layouts for key actions like member approvals.‍

Technology Stack

Retool: For developing custom dashboards
MongoDB Atlas: For multi-tenant database management.
Laravel Nova API: To facilitate seamless integration with Dorsia’s backend systems.

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