Ishaan
Jan 21, 2023
Connect
# Admin Panel for Operations of Trading Platform
![Revolutionizing Trading Platform Operations with a Custom FAB Builder Admin Panel]( "Streamlining Customer Management and Strategy Updates for a Leading Trading Platform")
### **Customer Overview**
Our customer, a prominent **trading platform**, required a sophisticated admin panel to streamline their operations. The goal was to empower the operations team to efficiently manage customers, subscriptions, trading strategies, and more while providing insightful reports for strategic decision-making.
### **Challenges**
* **Customer Management:** The operations team needed a centralized system to view and manage customer data and subscriptions.
* **Product Updates:** Regular updates to trading strategies and related products were cumbersome and prone to errors.
* **Notifications and Communication:** Sending timely in-app notifications and configuring banners was essential for user engagement.
* **Content Management:** Publishing news articles required an integrated approach within the platform.
* **Reporting:** Access to detailed reports on user sign-ups, strategy subscriptions, and in-app purchases was critical for monitoring platform performance.
### **Solution: FAB Builder Admin Panel**
**Phase 1:**
**Core Functionality Development** Using **FAB Builder**, we developed the initial version of the admin panel with essential functionalities:
**Customer and Subscription Management:**
* View and manage customer profiles and their subscription details.
* Track and update strategies purchased by customers.
**Strategy Product Management:**
* Create and update trading strategies and related products.
* Ensure seamless integration of updated products with the trading platform.
**In-App Notifications and Banners:**
* Send targeted in-app notifications to users.
* Configure and manage banners for promotional content within the app.
**Content Management:**
* Publish news articles directly through the admin panel.
### **Phase 2: Advanced Features and Reporting**
Expanding the core functionalities, the complete solution included:
**Enhanced Customer Management:**
* Advanced search and filter options for customer profiles and subscriptions.
* Detailed view of customer interactions and transaction history.
**Strategy and Product Updates:**
* Batch updates and bulk actions for managing multiple strategies at once.
* Version control to maintain historical records of strategy updates.
**In-App Communication:**
* Scheduled notifications for timely user engagement.
* A/B testing for banners to determine the most effective promotional content.
**Content Publishing:**
* Rich text editor for composing and formatting news articles.
* Category management for organizing published content.
**Reporting and Analytics:**
* **User Sign-Ups:** Detailed reports on new user registrations.
* **Strategy Subscriptions:** Comprehensive data on strategy purchases and renewals.
* **In-App Purchases:** Insights into in-app transactions and revenue generation.
### **Implementation Workflow**
**Entity Modeling:**
* **Customer Entity:** Attributes include customer ID, name, contact information, subscription details, and purchased strategies.
* **Strategy Entity:** Attributes include strategy ID, name, description, price, and version history.
* **Notification Entity:** Attributes include notification ID, message content, target audience, and schedule.
* **Banner Entity:** Attributes include banner ID, image, link, display schedule, and performance metrics.
* **Article Entity:** Attributes include article ID, title, content, category, and publish date.
**Code Generation:**
* Utilized **FAB Builder** to generate the frontend, backend, and mobile app code for the admin panel.
* Ensured seamless integration with the existing trading platform.
**Admin Panel Development:**
* Developed a user-friendly interface for managing customers, strategies, notifications, banners, and articles.
* Implemented secure authentication and role-based access control.
**Testing and Deployment:**
* Conducted rigorous testing to ensure functionality, security, and performance.
* Deployed the admin panel in phases, starting with core functionalities followed by advanced features.
### **Results**
* **Operational Efficiency:** The operations team could manage customer data, subscriptions, and strategies more effectively.
* **Improved Communication:** Timely and targeted in-app notifications and banners enhanced user engagement.
* **Streamlined Content Management:** Publishing news articles became more efficient, ensuring timely updates.
* **Actionable Insights:** Detailed reports provided valuable insights into user behavior, strategy performance, and revenue trends.
### **Customer Feedback**
"Implementing the [**FAB Builder**](https://fabbuilder.com/) admin panel has revolutionized our operations. We can now manage customer data, subscriptions, and strategies with unprecedented ease. The reporting features have provided us with insights that are crucial for our strategic decisions. **FAB Builder** has truly transformed our trading platform."
