CB Insights Research Portal

CBI-homepage screenshot

Role: Co-lead WordPress Developer for the custom admin interface

Research Portal overhaul, to monetize content and increase premium client subscriptions for a major financial data company, involving a high level of API integration with both internal and external sales and management systems.

This was a multi-month project to create a custom admin interface and theme to drive the website. It worked really well as a shared undertaking with an associate freelancer, both for the client and for us as developers.

Project Features:

  • Custom post types
  • Rest API
  • External API call
  • Custom Taxonomies
  • Custom meta boxes

Bridgehouse Asset Managers

Bridgehouse Asset Managers screenshot

Role: Team leader and core developer

Theme to handle portfolio statistics, fund management and daily pricing. This involved complex inter-linking of data types.

Project Features:

  • Daily price importer
  • Multi-language
  • Custom post types
  • Complex data management


AlphaPlus screenshot

Role: Developer

I took over what was a stalled project with a partly completed theme for a non-profit organization and successfully helped the client to launch the website, which I continue to support. As part of the process I provided client training to enable a high level of self-sufficiency going forward.

Project Features:

  • Migration from Joomla to WordPress
  • Custom metdata
  • WPML bi-lingual


WPVote screenshot

Role: Plugin co-developer

A custom plugin developed to allow an organization to manage remote voting for annual general meetings, now also available to other organizations.

Project Features:

  • Security
  • CSV import
  • Custom email templates
  • Advanced object oriented programming