Multi-role

B2B / B2C platform

Platforms fail when roles and rules stay fuzzy while scope explodes.

Platform sites with roles, onboarding and matchmaking flows.

Requirement first We clarify audiences and conversion paths before design and build.
Product foundation WDPHP, SiteCluster and live chat products reduce delivery uncertainty.
Operable outcomes Clear structure for content updates, SEO and lead follow-up.

Platform risks

These usually show up before a project starts—or right after a rushed launch.

01

Permissions change mid-build and cause rework/leaks.

02

Onboarding and deal rules are verbal—disputes after launch.

03

Phase-one scope is too big; no usable release for months.

04

Pretty UI without moderation—spam overwhelms the network.

Rules and phases before features

We model roles-permissions-state machines, then ship milestones: publish → review → match/lead/order, then marketing complexity. Ops tools are designed with the front experience.

For multi-role products (visitors, merchants, operators). We design permissions, reviews and lead/order flows, usually delivered in phases after discovery.

  • Scope written before coding
  • Milestones you can accept
  • Handover notes included

Highlights

What this engagement typically covers.

01

Role & permission model

Included in scope after we confirm stack, constraints and acceptance checks.

02

Onboarding / review flow

Included in scope after we confirm stack, constraints and acceptance checks.

03

Structured listings

Included in scope after we confirm stack, constraints and acceptance checks.

04

Phased delivery

Included in scope after we confirm stack, constraints and acceptance checks.

What you get

  • Role/permission and state-machine notes
  • Onboarding/review/publish flows
  • Structured listing experiences
  • Ops console and basic controls
  • Roadmap for later phases

Process

  1. 01

    Workshop: roles, rules, success metrics

  2. 02

    Written PRD/prototype and phase scope

  3. 03

    Milestone build and acceptance

  4. 04

    Pilot support and next-phase plan

Ready to lock scope?

One-pager: who publishes, who reviews, how deals close—then we size phase one.

Phone 132-5988-3308 WeChat yvsm316 QQ 316430983