Corporate Gift Platform

About the Project

A full-featured B2B gifting platform built from scratch during my internship at PDSS, enabling companies to schedule and send gifts in a streamlined, automated way.

Description

The platform supports multiple user roles: Company Users, Company Admins, and Super Admins. Super Admins manage gifts, wrapping options, companies, and platform-wide analytics. Company Admins handle budgets and credits, manage recipients, and schedule gifts—including recurring schedules—with automated e-invoicing on credit purchases.

Under the hood, each organization can define budget limits per user, purchase credits that automatically trigger an e-invoice by email, and configure recipient lists for one-off or recurring sending. Scheduling supports single dates and recurring rules (for example: yearly, monthly), and all actions are audited for traceability.

Automated Email Workflows

The platform integrates with SendGrid to generate and deliver transactional emails automatically, including:

• Status updates (e.g., “Scheduled” → “Dispatched/Delivered”).
• Reminders for upcoming schedules that require confirmation or inventory checks.
• Low credit warnings when an account balance drops below a configurable threshold.
• E-invoices sent immediately after credit purchases.

Analytics & Operations

I built comprehensive analytics dashboards to track every transaction across the system: refunds, credit purchases, and gift schedules. Companies can view budget overviews and trends for clear operational insights.

Use Cases

• Client birthday gifts (recurring): schedule a gift for a customer’s birthday and set it to recur yearly. The system reserves budget, sends reminders, and updates status automatically.
• Wedding or special occasions: plan a gift for a specific date (e.g., a client’s wedding). Include wrapping options and a personalized note; SendGrid handles confirmations and delivery notifications.

This project taught me a lot about system architecture, data modeling, and implementing robust role-based access and billing workflows.