Input
| Field | Value |
|---|---|
| Project name | Customer Self-Service Portal |
| Project type | New build |
| Tech stack | React, Node.js, PostgreSQL, AWS |
| Scale | Medium |
| Key features | User registration & login; view and pay invoices online; submit and track support tickets; download documents (contracts, reports); internal admin dashboard |
| Integrations | 1–3 — payment gateway, existing CRM, email notification service |
| Deadline | Hard (Q3 launch) |
| Additional context | Replaces client-facing part of a legacy desktop app. Mobile-responsive web only, no native app. |
Output — Estimation Sheet
estimation-customer-self-service-portal.md
⚠ AI-suggested — requires human review
⚡ Summary
656
Person-hours total
14 wks
Indicative duration
4–5
Team size
🗂️ Breakdowns
| Phase | Hours |
|---|---|
| Discovery | 48 |
| Design | 80 |
| Development | 368 |
| Testing | 112 |
| Deployment | 48 |
| Total | 656 |
| Role | Hours |
|---|---|
| BA | 80 |
| Frontend | 176 |
| Backend | 192 |
| QA | 112 |
| DevOps | 48 |
| PM | 48 |
| Total | 656 |
💡 Key Assumptions
- Payment gateway is a standard SDK integration (Stripe or similar) — custom gateway adds 40–64 hours
- CRM integration is read-only (fetch customer data); write-back to CRM is not in scope
- Authentication is email/password + email verification; SSO (SAML/OIDC) is not in scope
- Admin dashboard covers ticket management and user lookup only — reporting/analytics deferred
- Legacy desktop app data migration is out of scope; portal starts with clean data
- Design system or component library already exists or client provides brand guidelines only
- Infrastructure provisioning assumes AWS managed services (RDS, SES, S3) — no on-premise constraints
🎯 Confidence Rating
⚡ Medium
Core features are well-understood and comparable past projects exist in the knowledge base. Uncertainty comes from the CRM integration (API maturity unknown) and the hard Q3 deadline, which compresses QA time if development slips.
📚 RAG Citations
estimation-b2b-client-portal-2024.md
Same feature set (invoicing, ticket tracking, document download); 608 person-hours actual — used as primary anchor
estimation-payment-integration-2023.md
Payment gateway integration effort reference; 64 hours actual for Stripe SDK
estimation-crm-readonly-sync-2024.md
Read-only CRM integration pattern; 40 hours actual