Sector(s)
Team Members
The project delivers a centralized, multi-space digital platform that addresses both public communication and private, service-oriented use cases:
- Institutional Website for corporate communication and public information
- Member Portal providing secure access to personal data, services, and documents
- Business Portal dedicated to enterprise clients and partners
- Document Management System (DMS) for centralized, structured, and secure document access
All spaces rely on a common technical core, enabling consistent user experience, shared services, and simplified governance, while respecting strict access and security constraints.
About the project
Goals
- Centralize public and private digital services within a single platform
- Provide secure, personalized online services for members and business clients
- Implement a centralized Document Management System (DMS)
- Ensure consistent branding and user experience across all spaces
- Reduce operational complexity and support long-term scalability
Requirements
- Clear separation between public and secured environments
- Role-based access for individuals, businesses, and administrators
- Secure storage, classification, and retrieval of documents
- Reusable components and shared design system
- High availability, data protection, and regulatory compliance
Outcome
- A Drupal-based unified platform supporting multiple audiences and services
- Improved autonomy for members and businesses through secure self-service portals
- Centralized and secure document access via the DMS
- Simplified maintenance through a shared technical core
- A scalable digital foundation ready for future services and integrations
Why Drupal was chosen
Drupal was selected for its ability to support complex, secure, and multi-portal platforms, particularly in regulated environments such as mutual insurance organizations:
- Native support for multi-site and multi-portal architectures
- Advanced user roles, permissions, and access control
- Strong capabilities for structured content and document management
- Proven security, performance, and compliance standards
- Flexibility for integration with external systems (authentication, back-office, document services)
Drupal provides a robust and scalable foundation capable of evolving alongside business and regulatory needs.
Technical Specifications
Drupal version:
Key modules/theme/distribution used:
ClamAV was selected to ensure a high level of security for file uploads, particularly when handling sensitive user documents. It provides real-time antivirus scanning and protects the platform from malicious files. Form Steps was chosen to improve the user experience by breaking complex forms into clear, guided steps, making data submission more intuitive and reducing errors.
To ensure optimal performance and reliability for a platform with many authenticated users, Redis was implemented for caching and session management. Redis improves response times, reduces server load, and supports scalability during peak usage. This contributes to a fast and stable experience while maintaining data integrity.
Finally, the Gin theme was chosen to enhance the administrative interface for internal teams. Gin offers a modern, accessible, and efficient user interface that improves productivity and simplifies daily management tasks. Its clean design aligns with Drupal standards while providing a better overall administration experience.
We used Form Steps, a module we initiated, to manage complex multi-step forms and enhance the user experience. For this project, we further developed it by adding new features and improving its stability. These enhancements make forms more intuitive and reduce errors during submission. Users can now complete processes more efficiently and confidently. Overall, the module ensures smoother and more reliable interactions across the platform.
