• Case Study — Healthcare

Incentive
Management
Platform

A secure financial platform that simplifies the management
and payment of incentives to market research participants,
with integrated accounting, e-signatures, and multi-panel
administration.

04

User panels

50+

Screen designed

12

Months Development

07

Dedicated team

client

CRIISTAL

FRANCE

Industry

BANKING & FINANCE

MARKET RESEARCH

Platform

WEB APPLICATION

MULTI-PANEL Saast

TECH Stack

Angular
.NET
MySQL
PayPal
Ansible
  • The Project

Criistal needed a unified platform to replace fragmented manual processes.

 

The market research industry
compensates focus group and online
panel participants through incentive
payments. Before Criistal, these
payments were managed through
manual bank transfers, paper
invoices, and disconnected
spreadsheets — creating delays,
errors, and zero traceability. STEPS
was engaged to design and build a
comprehensive web platform that
centralizes participant onboarding,

 

payment processing, digital
document signing, accounting, and
compliance reporting under a single
roof. The platform serves four distinct
user roles through dedicated panels,
each with tailored dashboards and
role-based access controls. PayPal
integration enables automated
disbursements, while a built-in e-
signature engine eliminates paper
workflows entirely.

  • Architecture

Four Panels,
One Platform

01 Super Admin System-wide configuration & oversight ×
  • System configuration & global settings
  • Platform analytics & usage reporting
  • Audit logs & compliance monitoring
  • User management across all roles
  • Security policy & access control
  • Analytics dashboard & reporting
02 Administration Day-to-day operations & financial processing +
  • Onboards and manages client companies on the platform
  • Recruits and manages research participants
  • Creates and oversees research projects from start to close
  • Processes participant compensation payouts
  • Manages discounts, invoices, and billing documents
  • Each team member has individually assigned access, not everyone sees everything
03 Client Research project management & budget oversight +
  • Browses and follows active research projects their company is part of
  • Views documents and participant groups linked to their projects
  • Access to invoicing and extended settings is optional, enabled per company
  • Controls what their team members can see and do on the platform
  • Adds or removes team members from their company workspace
  • Has visibility over their company's active research projects
04 Participant Portal Self-service for research participants +
  • Views their personal dashboard and participation status
  • Manages their own profile and preferences
  • Tracks their compensation history and payment status
  • Receives notifications and updates about their studies
  • Completely isolated; no access to any other participant's data

THE PROBLEM
Manual Processes, Zero Traceability

The market research industry compensates focus group and panel participants through manual transfers, paper invoices, and disconnected tools. No single system managed onboarding, payments, document signing, and compliance across stakeholder roles.

THE SOLUTION
Unified, Secure, Compliant

We assembled a team of 7 to build a four-panel application designed around security (encryption, PayPal integration), compliance (digital signatures, audit trails), and usability (real-time tracking, intuitive dashboards, meeting management).
  • Architecture

Core Features

01

Payment Processing

PayPal integration, bank transfers, full transaction tracking and disbursement management.

02

Accounting Module

Invoice generation, budget tracking, financial reporting, reconciliation tools.

03

E-Signatures

Digital signing for contracts, NDAs, participant agreements. Fully paperless.

04

Group Management

Create research groups, assign participants, track composition, bulk operations.

  • Methodology

From Concept to Production

1

Requirements

Mapped payment flows, compliance needs, multi-role access patterns, and the security model across all four panels.

2

UI/UX Design

Designed 50+ screens across 4 panels. Secure-first design system with approval workflows and role-based dashboards.

3

Development

Angular + .NET + MySQL architecture. PayPal gateway integration, digital signature engine, Ansible deployment pipeline.

4

Security & Launch

Comprehensive security audit, end-to-end QA across all panels, encryption verification, production deployment.

A tilted screenshot showing multiple web pages in Arabic, featuring data tables, forms, profile photos, text fields, and charts—all part of a Custom LMS Development interface with navigation menus in a sleek white and teal colour scheme.
 
  • PRODUCTA Closer Look
    At The Platform
A collage of presentation slides in Arabic featuring charts, graphs, text blocks, and logos in green and white showcases programme details, analysis data, participant information, and highlights aspects of bespoke LMS development.

Security By Design

Enterprise-Grade Protection

Data Encryption

AES-256 encryption at rest and TLS in transit for all financial data and personal information.

Digital Signatures

Legally compliant e-signature engine for contracts, NDAs, and participant agreements.

Role-Based Access

Four permission levels with granular controls, session management, and 2FA support.

Full Audit Trail

Every transaction, login, and data modification logged with timestamps and user attribution.

Impact & Outcomes

100 %

Digital Payments

0

Paper Documents

50 +

Screens Delivered

4

Integrated Panels

STEPS delivered a platform that completely transformed how we manage participant incentives. The security architecture gave our clients confidence, and the digital signature system eliminated weeks of overhead.

Product Manager — Criistal

Building a
FinTech Product?

We specialize in secure, compliance-ready financial platforms with complex multi-role architectures.
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