Background
As the client scaled its virtual assistant services for healthcare professionals, their team needed a purpose-built internal platform to replace manual workflows and disconnected tools.
The challenge
There was no centralized system to manage client onboarding, handoffs between assistants, or day-to-day task coordination. The existing process relied heavily on spreadsheets, email, and basic CRMs, making it hard to ensure continuity, visibility, and efficiency across their growing operations. Additionally, the company was at risk of non-compliance with healthcare data standards, raising concerns around security, data handling, and reliability.
The solution
Mission.dev deployed a full-stack engineering team to build a secure, centralized platform tailored to virtual assistant workflows. The architecture included real-time task visibility, role-based access control, and a shared client management system. The team also designed a billing integration system to notify the accounting platform of changes in client subscriptions, ensuring accurate and automated invoicing. While not yet implemented at the time of handoff, this design supported long-term scalability. The infrastructure was built with disaster recovery in mind, enabling deployment across cloud providers. It also included built-in obfuscation of personally identifiable information (PII) to ensure data privacy and reduce compliance risk.