Our web development firm builds, supports, and hosts web sites for a range of clients and other web development firms.
Our client administration and tracking data is stored in a range of separate data systems and tools. This fragmentation is unavoidable due to the nature and purpose of these tools – there will never be a single system that can do all the functions of the currently separate tools.
We need a simple way to audit our client lists across these separate systems to ensure that they are correctly recorded. For example, each client must have a cPanel account, FTP password, htpassword, Joomla password, entry in our accounting software etc.
See the attachments for comprehensive scoping documentation.