Automating Workflows with Advanced Charts and Dashboards


In the world of business and analytics, data plays a crucial role in making important decisions. Visualization tools such as charts, graphs, and dashboards are used to understand data better and make informed decisions.
What types of dashboards and charts exist

Charts and dashboards are graphical representations of data that can be used to show trends, compare data, or show relative proportions. Some of the most common types of charts include:
- Line charts - are used to show changes in the values of a variable over time. They are often used to show trends, such as changes in sales over time.
- Bar charts - are used to compare the values of a variable between several categories. For example, you can use bar charts to compare sales of different products in your company.
- Pie charts - used to show relative shares. For example, a pie chart might show what percentage of sales were made in a particular region.
Dashboards are sets of graphs, charts, and tables that show key performance indicators of a company. They allow you to visualize data and provide a broader view than individual charts. It can be used to monitor performance, track goals, and plan business strategies.
Many dashboards include financial, sales, marketing, operations, and others. Each type is designed to display a company's specific performance metrics.
For example, a financial dashboard might contain information about financial metrics such as profits, losses, budgets, and cash flows. A sales dashboard might show the number of sales, average checks, conversion rates, etc. A marketing dashboard can include information about traffic, conversions, cost of customer engagement, etc. An operational dashboard can display data on production capacity, resource efficiency, latency levels, etc.
Regardless of the type of chart or dashboard used, the key is to present the data intelligently. Data visualization should be clear and easy to interpret to facilitate decision-making. Therefore, when creating charts and dashboards, you need to consider the audience, purpose, and context in which these tools will be used.
The functions they perform

On the technical side, charts and dashboards are tools for visualizing data and presenting information in a clear and user-friendly format.
Charts are usually created using specialized libraries and software tools that allow you to generate graphical elements such as charts, graphs, pie charts, etc. Chart data can come from various sources, including databases, Excel files, APIs, etc.
On the other hand, dashboards are usually created using specialized software tools that allow you to combine data from various sources and display it in a user-friendly format. Dashboards can include multiple widgets such as graphs, tables, text boxes, etc., which can be customized and linked to quickly display data.
Regarding function, charts and dashboards can perform different tasks depending on business needs. They can be used to monitor performance, track sales, manage resources, predict trends, etc. In addition, they can be configured to automatically alert users of potential problems and delays in processes, allowing you to react quickly and correct the situation.
What problems do charts and dashboards solve
Charts and dashboards are powerful tools that help businesses solve many problems. Here are some of them:
Resource Management: Dashboards and charts can help businesses manage their resources, such as money, time, people, etc. That allows a company to use its resources more efficiently and increase productivity.
Planning and Strategy: They can help businesses develop plans and strategies based on data analysis. Also, their use can help identify trends, predict future events, and make fact-based decisions.
Identifying potential problems: They can help businesses identify potential problems and risks. That allows the company to take steps to prevent them or reduce their possible impact.
Improve communication: Dashboards and charts can help improve communication within a business by allowing employees to share information quickly and efficiently. They can also help enterprises to understand customer needs and expectations better.
Workflow automation with advanced charts and dashboards

In today's dynamic business environment, workflow automation is becoming increasingly necessary for businesses of all sizes. By automating repetitive tasks and streamlining business processes, companies can save time, reduce costs and increase efficiency. It's also a convenient way to display and process collected data.
The first step in automating a workflow is identifying which one can be automated. The workflow should be well-defined, with clear inputs and outputs. Defining the metrics that need to be tracked is also important. Metrics such as time-to-completion, task completion rate, and error rate can help businesses measure the effectiveness of the workflow.
The next step is to choose the right tools for automating the workflow. There are several advanced charts and dashboard applications available in the market, each with its own features and capabilities. Businesses should choose a tool that meets their specific needs and is easy to use. Some popular advanced chart and dashboard applications include Tableau, Power BI, and Google Data Studio.
When it comes to developing custom charts for a finished product or business idea from scratch, it's important to understand what requirements they must meet. Selecting appropriate chart types and configuring data visualizations are important to ensure that the insights generated by the dashboards are easy to understand and act upon. For example:
- Ease of use
- Compatibility with existing systems
- Cost
- Customization options
- Support and training
- Which metrics are most important?
- Which chart types will best represent the data?
- What colors and visualizations will be used?
- What level of detail is required?
The next step is to connect data sources to the advanced charts and dashboards. This stage can involve integrating existing systems or importing data from spreadsheets or databases. Once the data sources are connected, the application can start to generate real-time insights into the workflow. It is important to ensure that the data is accurate and up-to-date.
The dashboards should be monitored in real-time to ensure the workflow runs smoothly. The metrics generated by the dashboards can help businesses make informed decisions and take corrective action if necessary. Real-time monitoring can also help identify issues or bottlenecks in the workflow, allowing them to make changes quickly.
To ensure the success of workflow automation with advanced charts and dashboard applications, businesses should follow some best practices. These include regularly reviewing the workflow and its metrics to identify areas for improvement, ensuring that the dashboards are easy to understand and act upon, and involving stakeholders in the automation process.
Summary
Automating workflows with advanced charts and dashboard applications can help businesses save time, reduce costs, and improve efficiency. By following the steps outlined in this guide and adopting best practices, businesses can make the most of workflow automation and gain valuable insights into their data. By automating repetitive tasks and streamlining business processes, they can focus on critical tasks, improve productivity, and stay ahead of the competition.
FAQ
Workflow automation is the process of streamlining and automating repetitive tasks in a business. It helps save time, reduce costs, and improve efficiency by letting employees focus on more critical tasks.
Common charts include line charts (for showing trends over time), bar charts (for comparing categories), and pie charts (for showing proportions). The best chart depends on what you need to visualize—trends, comparisons, or distribution.
Dashboards give you a quick, comprehensive view of essential business metrics. They help track performance, spot trends, manage resources, and quickly identify potential issues.
Yes, real-time monitoring through dashboards can highlight where delays or issues occur, allowing you to adjust workflows quickly to keep things running smoothly.
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The future of healthcare is digital. In 2022 alone, the global patient portal market reached $2.9B, as the Grand View Research reports. By 2030, it’s projected to grow even higher—at a CAGR of 19.44%. This trend reflects how public and private healthcare organizations strive to digitize paper documentation and automate everyday business operations.
Indeed, the stakes in healthcare are high. Even minor errors can lead to incorrect diagnoses and worsen patients’ conditions. This is where patient portal software greatly minimizes errors, particularly those caused by human factors
Below, read on how to create a patient portal. We’ll analyze the target audience’s needs, dive into the most successful examples of its implementation, and examine the nature of the target audience's requirements.
What is a patient portal system?
An online patient portal is a web or mobile solution (usually for Android and iOS platforms) that gives patients access to medical records, helps schedule appointments in a few clicks, and easily communicate with healthcare providers at any time.
By automating the interaction between the parties via the patient portal, organizations can improve the quality of care while making their services more accessible and convenient for patients.
In particular, modern patient portal requirements are:
- Fast and secure access to their medical data and records with guaranteed privacy protection.
- High-quality medical services without the need to wait in long queues.
- A clear understanding of the treatment plan and progress.
Healthcare organizations instead aim to:
- Reduce their administrative costs – in particular, for maintaining paper documentation.
- Maximize personnel efficiency without the risk of burnout.
- Increase patient satisfaction through transparent interaction and remote patient monitoring.
- Comply with the healthcare regulations.
- Reach a new level of income by reducing expenses and attracting new patients.
That is why the patient portal system is the one-stop solution that, if implemented correctly, covers all the above-mentioned needs. This is typically achieved through the following features:
- Access to medical records (including medical history and test results).
- Appointment booking (with the option to select the date, time, and doctor).
- Online consultations (for example, via video calls and chats with doctors).
- Repeat prescription orders (automatic issuance of electronic prescriptions and reminders for refills).
- Online bill payment.
- Personal data management (including patient contact information).
- Push notifications (reminders for upcoming visits, tests, vaccinations, etc.).
- Educational materials.
- Feedback tools (surveys for patient satisfaction and forms for submitting complaints, etc.).
Types of patient portals: Which fits your healthcare needs?
Generally, there are two global types of patient portals: integrated and standalone. The former is presented as a component of electronic health records (EMR/EHR) and is fully tied to the infrastructure of a healthcare facility. Integrated portals ensure uninterrupted data exchange between doctors and patients but, in the case of ready-made solutions, are limited by the functionality offered by the specific healthcare provider.

Standalone portals, however, come in two forms: SaaS and on-premise. The former are hosted in the cloud and are available by subscription, which is especially convenient for healthcare providers within small organizations. Their advantage is quick deployment and configuration. At the same time, their customization options are often limited.
As for the second category, these are software solutions installed on local servers of a specific healthcare organization. They provide comprehensive control over data but require significant infrastructure and support costs. They can also be difficult to scale and integrate with third-party solutions.
It is worth noting that every medical organization has its own regular processes and specific business tasks distributed among different departments. In particular:
- The reception desk keeps track of patient records.
- Laboratories collect, process, and store test results.
- The finance department is responsible for payments and insurance processes.
- Doctors and medical personnel work with medical records and appointments.
All the above processes can rarely be integrated into a single system, which makes it difficult to automate them using only one off-the-shelf patient portal. Moreover, medical institutions vary greatly in specialization (including clinics, dentistry, laboratories, hospitals, etc.), and ready-made products do not always meet their needs.
If we add to this the need to comply with regional security standards for patient data, it becomes clear that out-of-the-box solutions may not be viable. This is the main reason why healthcare organizations are increasingly resorting to custom healthcare portal development.
Patient portal requirements: Key features and functionalities
Now, let's check the main functionalities and features that should be integrated into a patient portal.
User authentication and access management system
This portal component uses OAuth 2.0 and OpenID Connect for secure login. It protects users' credentials and enables multi-factor authentication. Usually, developers provide multi-level access with restrictions based on user roles (including patients, doctors, administrators, etc.).
At the same time, when implementing role-based access, it is important to adhere to widely recognized patient data security policies, such as HIPAA and GDPR. Specifically, doctors and administrators should have full access to all patient data. In contrast, individual patients should only be able to view, edit, and delete their info.
Medical data storage
The storage is located on local or cloud servers using AES-256 and TLS 1.3 for data encryption. By the way, many cloud vendors have ready-made solutions for healthcare organizations that meet the standards of patient data privacy (including AWS HealthLake, Azure Healthcare, and others). It is also crucial to ensure that such storage is protected against data misuse and unauthorized access.
Integration with EHR systems
This integration is necessary for consolidating patient data. Thus, developers must adhere to FHIR and HL7 standards to ensure compatibility and data exchange. As for the integration itself, if we are not talking about legacy solutions, it is carried out through an API.
Finally, to ensure that the patient portal system complies with the requirements of the National Coordinator for Health Information Technology (particularly, the ONC's Cures Act), it is essential that the platform could get full access to the patient, with all the ability to edit and delete.
Appointment schedules, doctors’ cards, and telemedicine tools
The first two components involve creating a catalog with therapists’ information and a scheduling system where patients can book visits. This can be achieved through RESTful API to synchronize with hospital calendars. Also, integrating with trusted video communication platforms like Zoom Healthcare can facilitate direct communication between patients and doctors.

Automation of bill calculations and online payments
Online payments are processed through integrations with payment gateways like Stripe or PayPal. In general, they must support PCI DSS standards. As for the automated billing system, this is essentially a regular calculator that “pulls up” data on the cost of services selected by the patient and sums them up (minus insurance and benefits, if any).
Integration with wearable devices
This is necessary so that doctors can monitor the condition of patients in real time. To do this, developers use APIs to collect data from devices (for example, from Apple HealthKit or Google Fit, as well as more specialized IoT equipment). At the same time, they must also implement a mechanism for obtaining prior patient consent to collect personal data.
Messaging
It also makes sense to integrate a chat (with the ability to attach media files) for interaction with doctors, supporting end-to-end encryption (E2E) and using WebSockets protocols that provide real-time messaging.
User dashboards
The patient portal needs an interface for each user role. Basically, it should adapt the data and tools for doctors, admins, and patients. Among other things, it can also be enriched with advanced analytical tools. For example, Power BI or Tableau can be used to generate reports and visualize data (assessing attendance dynamics, treatment results, patient satisfaction, etc.).
How to develop a patient portal software: From concept to launch
When it comes to custom solutions, our telehealth website development services are provided in several subsequent stages. Let’s consider them in detail.
Ideation and requirements analysis
At this stage, our team consolidates the portal concept of custom healthcare portal development, according to your business goals, unique aspects of your internal business processes and IT infrastructure, the needs of the target audience, and an analysis of competitors’ strengths and weaknesses. Based on this blueprint, we create documentation indicating functional and non-functional requirements.
Architecture design
From now on, our patient portal development team has everything ready to define the project's technological stack (for the frontend, backend, and database) and choose a specific architectural approach. We also approve the necessary third-party Integrations (including EHR, payment gateways, telemedicine solutions, etc.).
Finally, we select tools and protocols to ensure our portal has a proper security level, including data encryption, user authentication/authorization methods, diagrams of interaction between components, etc.
UI/UX design
This stage involves building interface prototypes and gradually transforming them into a full-fledged design after usability testing. At the same time, our patient portal app development experts always take into account the requirements for the accessibility of the user interface. Basically, they are most accurately outlined in the WCAG 2.1 and ADA guidelines.
Development
Now, we can start working on the frontend and backend of the patient portal. Once individual functional modules are ready, we conduct unit testing to prevent hard-to-fix bugs at later stages of the project. This stage also involves the implementation of security mechanisms and integration with third-party solutions.
Testing and quality control
When the code base is ready, our patient portal development experts conduct rigorous testing, including functional, load, security, usability, etc. This stage ensures that the solution meets the best specs and software quality standards in healthcare.

Deployment and launch
Before launching the portal, we prepare all the necessary infrastructure, build a CI/CD pipeline, and set up a monitoring system. If needed, we can train your staff on how to use the portal. After all the previous stages are checked—we usually start deployment.
Post-release support and updates
To better understand its further optimization, our patient portal development experts regularly check the portal’s logs and metrics, collecting feedback. In addition, as post-release bugs are discovered, we fix them and, if necessary, implement new features.
Understanding the needs of your patients
A patient portal and medical website design should fully adapt to the target audience's problems. That is why it is essential to define them in advance. Based on our experience, we would like to highlight the following ones:
- Long wait time when making an appointment.
Patients often encounter long wait times in phone and in-person queues. A patient portal can help. It lets users book online appointments 24/7 and choose a specialist. In addition, it sends SMS or push notifications to remind patients about upcoming visits. - Lack of full access to medical data.
Many patients are forced to visit clinics because healthcare organizations still document their test results manually. The patient portal gives access to electronic medical records, test results, and doctor recommendations, which can be easily downloaded or saved (for offline access). - Lack of understanding of the treatment plans.
Patients may find it difficult to track their treatments' progress, which may result in forgotten, delayed, or canceled visits and procedures. To prevent this, portals display the treatment plan and the current status of therapy. In addition, patients get notifications about upcoming procedures, calendars, and recommendations, which is very smart. - Difficulties in paying for medical services.
The need for patients to be physically present makes offline payments resource-intensive. Patient portals eliminate this headache with integrated payment systems, allowing users to view their payment history and current bills in just a few clicks. - Insufficient communication with the attending physician.
In-person appointments to explain test results and treatment plans can be time-consuming for both patients and healthcare providers. Patient portals streamline this process with online chat and video calling capabilities. - Weak control over the treatment of chronic conditions.
Patients with chronic conditions often lack convenient tools for regular monitoring. Portals can address this with real-time health data visualization, medication reminders, and appointment scheduling, as well as integrating with wearable devices for continuous data collection. - Low involvement in the treatment process.
Since some patients find it difficult to understand how their actions affect treatment results, the patient portal development team can also add interactive tools to the portal to track patients' treatment progress or provide educational materials.
Gamification elements can enhance the effect.

Patient portal development challenges and solutions
In this section, we will analyze the most typical challenges of patient portal software development and the most effective ways to overcome them.
- Ensuring compliance with regulations.
Telemedicine hugely relies on strong data protection, first—to comply with laws like HIPAA and GDPR, and second—obviously, it is for patient trust. End-to-end encryption, role-based access control (RBAC), and multi-factor authentication are key practices, along with regular system audits and penetration testing to ensure security. - Integration with existing solutions in the organization's IT infrastructure.
Many healthcare providers still use older systems that don't easily connect with modern software. To solve this, developers can build 'middleware'—software that acts as a bridge—to automate data transfer between patient portals and other systems, ensuring everything works smoothly. - Ensuring high performance and scalability.
Many portals frequently freeze when user traffic exceeds the original design capacity. To solve this, developers can host the portal in a cloud environment that scales as users grow and use a microservice architecture to balance the workload across the portal's services. Additionally, they can optimize a database through indexing and caching. - Ensuring intuitiveness.
Since the target audience of patient portals is diverse (including the elderly, people with disabilities, and people with no technical literacy), there should be universal access to the full use of all portal functionality. To solve this, during the development of the patient portal software, the team should conduct user research and surveys to guide and optimize the software effectively. They should also adhere to the compliance of this software with the WCAG 2.1 guidelines.
- Accessibility on mobile OSes.
As patients increasingly manage their healthcare on digital devices, patient portals must offer a seamless mobile experience. Poor mobile optimization can lead to slow loading times and display issues. Developers can address this by building progressive web apps (PWAs) or cross-platform solutions, implementing offline access for key features, and optimizing content loading with techniques like lazy loading and data compression.
Patient portal software cost: What to expect
The cost of telemedicine app development depends on project complexity, the team involved in the patient portal software development process, geographic location, development timeline, and the scope of features. Let's examine each of the points that influenced the cost in detail:
1. Project complexity
- Basic consultation apps with user registration, appointment scheduling, video calls, and messaging: $30K-$100K.
- Advanced telehealth platforms with multi-user portals, integrated EHR, and health analytics: $100K-$300K+.
- Telemedicine platforms with IoT/AI integration: $250K-$500K.
2. Team composition
A typical team for creating a basic patient portal usually includes:
- 2-3 developers: Where 1-2 are front-end developers, and 1 back-end developer.
- The project manager: Tracks the project goals and wins.
- QA specialist: Tests the app to make sure it works correctly.
3. Development timeline
The time it takes for patient portal software development also affects costs. Most telemedicine apps take between 2 to 6 months to develop:
- Simple apps usually take about 2-3 months.
- More complex apps may take up to 6-12 months.
4. Geographic location
American tech experts can be expensive. For example, a front-end developer might earn over $100K annually, about $8K monthly. He might charge between $70K-$80K for a three-month project.
Hiring remote developers can save you money. For instance, Eastern European developers or other regions often charge between $2,500 and $3,500 monthly. You can easily hire a similar team for about $30K to $40K for the same project.
If you want to find out the patient portal software cost in your case, please fill out this contact form.
Improving patient outcomes with data management: A case by Darly Solutions
From theory to practice—let's examine our relevant Darly Solutions experience through a top case from our portfolio.
In particular, we were approached by a HealthTech company specializing in consolidating unstructured medical data for organizations in the healthcare sector. They needed a custom digital solution to monitor clinical data.
Faced with a tight deadline and the need for high precision, we meticulously planned and assigned all the UX/UI design, web development, QA, and project management tasks. We also reviewed the team's work schedule, as some members had to work overtime. Finally, we carefully chose the technology stack. We settled on Angular, HTML, CSS, Docker, ngRx, TailwindCSS, NGX Pagination, and JSON.
Finally, our efforts paid off. We launched the product on time and met all design, functionality, and quality standards. As a result, the client has a competitive product with all the chances to thrive in the innovative telemedicine sector.

Find out more about this case here.
The future of patient portal development
In general, the future of patient portal software development is closely connected with the fast development of modern technologies, such as:
- Artificial intelligence and machine learning.
These technologies will personalize the portal and related healthcare services. AI-powered chatbots, including ones with recognition of human voice commands, will assist with scheduling appointments and answering FAQs. In advance, machine learning can also analyze patient data and symptoms to provide preliminary diagnoses.
- Blockchain.
The introduction of blockchain technologies in patient portals can be aimed at more secure storage of their medical records and ensuring access to them only to authorized users. In addition, with its help, each interaction with data (adding, editing, and deleting) will be recorded, increasing the system's transparency.
- Virtual and augmented reality.
These technologies can form the basis of next-generation telemedicine solutions. In particular, in the future, patients will be able to interact with doctors at a distance without reducing the quality of service. AR interfaces will also help inform patients about upcoming treatment plans.
- Internet of Things and integration with wearable devices.
IoT solutions can provide end-to-end RPM in real-time (for example, portals will be able to collect and analyze data on the patient's pulse, blood pressure, oxygen level, and activity). Based on this data, doctors can receive instant notifications of critical changes regardless of patients' locations.
- Big data and business intelligence.
Examples of patient portals use big data to identify trends, such as tracking the rise in the incidence of a particular virus or assessing the effectiveness of treatments. Also, end-to-end medical data analysis ensures timely prediction of exacerbation of chronic diseases. Finally, doctors and administrators of healthcare institutions will be able to monitor departments' workloads and optimize appointment scheduling.
- Biometric identification.
Biometric mechanisms can give users access to the portal through fingerprint, face, or voice scanning, making the authorization process more secure and easier.
Conclusion
Now you know everything about patient portal development and can safely choose an off-the-shelf solution or search for a team to implement a custom one. If the second option is closer to you but you would not like to turn the search process into a real headache, you can contact us, and we will be happy to discuss the details of our future cooperation to implement your idea.

Forbes claims the global nearshore software development services market could exceed $425 billion by 2026. Meanwhile, Forrester reveals that 39% of technology leaders are set to boost their nearshore spending, tapping into cost savings, expert skills, and geographic advantages.
The message is clear: nearshoring is here to stay. To break it down, we've outlined what nearshore software development means, its key benefits, and the signs that indicate it's time to make the switch. Let's dive in.
What is Nearshore Development Services?
Nearshore software development is an outsourcing model where companies contract app developers in a nearby country for their software projects to a third-party team in nearby countries, i.e., a country within 1-4 time zones.
How Does Nearshore Outsourcing Work?
Nearshore software outsourcing kicks off with evaluating your business processes. This allows you to spot tasks that could benefit from external expertise. After these functions are precise, set specific and measurable goals for your outsourcing project. It will guide you in finding a nearshore partner in a neighboring country.
Pick a nearby country that meets your project needs. Focus on cultural fit, language abilities, and needed technical skills. Consider the reputation, client reviews, and ability to deliver high-quality nearshore software development services. Try Clutch or Goodfirms, get referrals from your industry peers, or attend IT events to find potential vendors of nearshore development.
After you've picked the right partner, work out a detailed contract. It must outline the scope of work, timelines, deliverables, and performance metrics.
Then comes a careful transition. It features knowledge transfer and system integration, which helps ensure a smooth handover of responsibilities. Collaboration stays strong with practical communication tools and regular performance reviews. This approach fine-tunes the process and boosts strategic efficiency.

Finally, check on the completed project being delivered on schedule. It should meet the specifications and quality standards you discussed from the start, reflecting the collaboration you've built.
Advantages of Nearshore Software Development Outsourcing
Nearshore outsourcing delivers world-class software development without offshore complications. Shared time zones, cultural alignment, and easy access make it a no-brainer for businesses that want speed and agility. Read on below for more benefits of this outsourcing model:
Cost-Effectiveness
While nearshore software outsourcing may come with a higher price tag than offshore options, it offers superior quality at a reasonable cost. This model reduces travel expenses for meetings and minimizes time zone coordination costs.
For example, in healthcare, nearshore teams develop compliance-driven software without incurring the high costs typical of local development, while in manufacturing, cost-efficient nearshore solutions enhance automation and streamline supply chain management.
Cultural and Time Zone Alignment
Nearshore development teams often share similar work ethics and legal frameworks with their clients, which is particularly beneficial in industries like banking. This alignment ensures smoother regulatory compliance when handling sensitive financial transactions.
In retail, understanding regional consumer behavior is crucial for developing user-friendly e-commerce platforms. Overall, this model naturally boosts better communication and more efficient collaboration.
Access to Skilled Talent
Nearshore hubs offer a rich talent pool with expertise in niche technologies. In fintech, developers ensure secure payment processing, while gaming benefits from advanced AI and graphics specialists. Strong STEM education and digital infrastructure in Latin America and Eastern Europe produce skilled developers who bring fresh perspectives and cutting-edge solutions.
Faster Time to Market
Nearshore software outsourcing shortens development cycles and accelerates time to market. Startups launch MVPs faster while telecom firms roll out software updates seamlessly. Shared time zones enable real-time feedback and problem-solving, keeping development agile and release cycles efficient.
Increased Security & IP Protection
Nearshore outsourcing provides greater legal protection compared to offshore options. In biotech and pharmaceuticals, it ensures data security when handling sensitive research information. In cybersecurity, nearshore teams enhance compliance with local data protection laws.
Nearshore vs. Other Software Development Models

Nearshore software development involves collaborating with teams in neighboring countries, usually within the same or similar time zones.
On the other hand, offshore software development is when companies hire development teams from other countries. These teams are usually located in different time zones. This model often results in lower labor costs, so it's a great choice for businesses aiming to save money.
And lastly, onshore means outsourcing software development to teams in the same country. This approach makes communication easier and ensures a better cultural fit, but it often comes with higher costs than nearshore or offshore options.
This closeness leads to better communication and collaboration, resulting in quicker feedback and more efficient project management while being more cost-effective than local hiring. Here is a breakdown of the main differences:
Nearshore vs Offshore vs Onshore: Key Differences

Key Services Offered in Nearshore Development
Looking for efficient and cost-effective software development? Nearshore teams provide top-tier services that capitalize on proximity, clear communication, and affordability, including:
Nearshore Application Development
This service focuses on developing mobile, web, or desktop applications. Nearshore developers can handle all stages of nearshore application development, from design to deployment, ensuring that applications are user-friendly and meet market demands.
Nearshore Product Development
Nearshore teams can manage the entire software product development lifecycle, including conceptualization, design, coding, testing, and launch. This service is ideal for companies creating complex software products without extensive in-house resources.
Nearshore QA and Testing
Quality assurance and testing services delivered through nearshore teams provide comprehensive coverage across manual and automated testing needs. Nearshore development services include functional testing, performance testing, security testing, and test automation implementation. Nearshore QA teams work in parallel with development cycles, ensuring rapid feedback and issue resolution. The shared time zones facilitate real-time bug reporting and verification, leading to faster quality improvements.
Nearshore Custom Software Development
This involves creating tailored software solutions to meet specific business requirements. Nearshore teams can develop software from scratch or enhance existing systems to improve functionality and efficiency.
Nearshore App Development
Mobile development services through nearshore teams cover both iOS and Android platforms, delivering native and cross-platform solutions. Services include nearshore app development, app modernization, and mobile-first transformations. Teams specialize in creating responsive, user-friendly applications while ensuring optimal performance and security. The collaborative timezone allows for swift iterations based on user feedback and market demands.
Nearshore UI/UX Design
Nearshore design teams provide comprehensive UI/UX services aligned with current nearshore development market trends and user expectations. Services include user research, wireframing, prototyping, and interactive design implementation. The proximity enables regular design reviews and quick iterations based on stakeholder feedback. Teams work closely with developers to ensure design integrity throughout implementation.
Nearshore Maintenance and Support
Maintenance and support services through nearshore teams ensure continuous system reliability and performance. Services cover bug fixes, speed improvements, security patches, and new features. The shared time zone allows for responsive support during business hours and efficient handling critical issues. Teams provide both scheduled maintenance and emergency support to maintain system stability.

When Do You Need a Nearshore Development Company?
While nearshore outsourcing offers numerous benefits, the real question is: When is the right time to switch to nearshore outsourcing? Typically, organizations turn to nearshore in times of operational hurdles. But the reasons don't end here.
Let's examine the situations that suggest your company might be ready for this transition.
Operational focus shifts away from core business needs.
As projects grow, your team may become overwhelmed, losing focus on core priorities. When that happens, it's time to reassess your strategy. This is where a nearshore software development partner can step in. For companies where software isn't a primary function, nearshore teams provide the support needed to maintain balance, ensuring that business goals and development demands align seamlessly.
Challenging resource allocation.
Finding the right software developers can be challenging if you don't have an in-house tech team. It's become even trickier when there isn't much local talent available. Some companies use freelancers or various outsourcing vendors to fill gaps. This is where nearshore development offers a better overall solution.
You have budget constraints.
If building an in-house tech team is too costly, nearshore development offers a practical alternative. Companies can scale efficiently with access to skilled developers in cost-effective regions like Central & Eastern Europe or Latin America. A nearshore partner also ensures proper resource allocation, allowing you to integrate developers into your team while controlling costs seamlessly.
Your business is scaling fast.
Expanding into new markets, businesses often need additional resources at short notice. This is particularly true for startups experiencing rapid growth. A nearshore development partner provides an efficient way to scale, offering access to top-tier developers who can tackle rising workloads and pressing projects. With vast talent networks, nearshore teams ensure seamless expansion.
How to Choose the Best Nearshore Development Partner
Basically, when you choose a nearshore software development company, start with your project needs. Then, check the developer's skills and credentials. Also, consider their way of working, how well they fit your culture, and how they communicate. The steps to finding the best fit for the project don't end here. Below, we share a detailed overview of practical ways to find the right one:
1. Clarify Your Project Scope.
The truth is, there are no two businesses alike, even in the same niche. Yet, their challenges differ, too. Before reaching out to nearshore software development teams, define your project needs.
To help vendors provide accurate proposals, include some deal-breaking questions in your Request for Proposal (RFP):
- What is the scope of your project? (e.g., building from scratch or post-release support)
- What specific tech stack does your project require?
- Are you looking to hire an individual developer or an entire team?
2. Research Nearshore Developer Candidates.
Nearshore software developers are easy to find. Yet, without proper vetting, you risk delays, miscommunication, and subpar work. Do your homework. Find candidates with the right skills, experience, and work style to fit seamlessly into your team.
You can find potential nearshore software developers by:
- Google Search. Search for "software developers" + [specific country] to find potential candidates. Then, review their websites to assess their IT services, expertise, and past projects.
- Specialized Directories. Clutch features company profiles, service offerings, and client reviews, while GoodFirms highlights vendor portfolios with visuals.
- LinkedIn. Search for nearshore development services, then narrow down by region and sector.
- Professional Networks. Seek referrals from trusted peers and leverage proven partnerships.
- IT Events. Join international or regional tech events to network with nearshore developers.
3. Verify the Developer's Credentials.
Never skip due diligence when hiring a developer. First, check their portfolio—real expertise is backed by real work—if it's missing, move on. Next, scan reviews on Clutch. Delays, misaligned projects, or budget overruns are red flags. A history of satisfied clients points to a dependable vendor.
4. Evaluate Collaboration Methods.
Nearshore outsourcing relies on structured workflows, not just shared time zones. Ask vendors how they communicate and track progress. Many use Trello, Slack, or Jira to update clients and gather feedback, but tools alone aren't enough. A solid workflow ensures efficiency and adaptability. Plus, discuss how they measure progress and refine products. A clear process minimizes miscommunication and keeps your project on track.
5. Check On Cultural Fit and Communication.
Nearshoring often offers cultural and language similarities, but there are some exceptions. Even neighboring countries can have unique work styles and languages.
For instance, Australia is 3 hours ahead of China. So, China could be a good nearshoring choice. Yet, there's a catch: many Chinese developers lack fluency in English, and their working methods can differ significantly. Therefore, for Australian clients, turning to European software companies proves to be a smarter choice, promoting smoother communication and a collaborative spirit.
6. Interview the Software Developer.
Communication can derail your project even with shared language, time zones, and culture. Therefore, an in-person interview is critical. It allows you to assess the project manager's or business lead's responses, revealing potential red flags.
Treat this interview as a deep dive into the nearshore developer's expertise. Extract insights before committing. Hiring is a long-term investment; mitigating risks upfront is essential.
These questions will help you determine if the candidate is the right fit:
- What development methods do you use?
- How do you keep communication clear with clients?
- What tech stack and tools does your team specialize in?
- How do you find and fix issues during development?
- What roles and skills are needed when assembling a team for my project?
Best Nearshore Locations
Below is an overview of the best nearshore software outsourcing locations across Latin America (LATAM), Eastern Europe, and Asia, including descriptions, hourly rates, and relevant statistics.
Best Nearshore Locations in LATAM
LATAM offers skilled, cost-effective outsourcing with convenient time zones. Here is a list of top nearshore LATAM destinations:
1. Mexico
Known as North America's nearshore powerhouse, Mexico offers proximity to the U.S., cultural alignment, and a large talent pool of 220,000 tech professionals. Its bilingual workforce and growing IT sector make it a top choice for nearshore software development and IT outsourcing.

2. Brazil
Brazil is LATAM's largest economy and a leader in AI, fintech, and cloud computing. With over 500,000 developers, it is ideal for companies seeking expertise in advanced technologies.

3. Argentina
Argentina excels in English proficiency (ranked #1 in LATAM) and has a strong remote work culture. It is a cost-effective option for high-quality software development.

4. Colombia
Colombia is a rapidly growing IT outsourcing hub with government investments in STEM education. It specializes in nearshore app development, data analysis, and cybersecurity.

Best Nearshore Locations in Eastern Europe
Skilled talent, low costs, and tech expertise make this region a prime outsourcing hub. Here is the list of nearshore destinations in Eastern Europe:
1. Ukraine
Ukraine remains a strong outsourcing hub, and offers expertise in web nearshore development, mobile apps, AI, and blockchain.

2. Poland
Poland is recognized for its high-quality tech talent and strong English proficiency (ranked #16 globally). It offers robust expertise in software engineering and financial technology.

3. Moldova
Moldova is an emerging outsourcing destination with affordable rates and a growing reputation in web nearshore development and cross-platform mobile apps. Its Digital Moldova 2030 strategy supports IT growth.

4. Baltic States (Estonia, Latvia, Lithuania)
Estonia:
Known as the "Digital Society Architect," Estonia excels in secure digital systems and e-governance solutions.

Latvia:
Specializes in data engineering services with a startup-friendly ecosystem.

Lithuania:
A FinTech hub with expertise in blockchain and semiconductor manufacturing.

Best Nearshore Locations in Asia
With strong English proficiency, diverse talent pools, and growing innovation hubs, Asia remains a top choice for businesses seeking efficiency and scalability. Read on for the top nearshore locations in Asia.
India
Offers the most vast talent pool and expertise in advanced technologies like AI, blockchain, IoT, and cloud computing. Cities like Bangalore, Hyderabad, and Pune are renowned IT hubs with strong infrastructure and government support for foreign investors.

Philippines
The Philippines is home to over 1,000 IT-BPO companies and ranks highly for cultural alignment with Western businesses. It excels in customer service outsourcing and mobile app development. Its high English proficiency (ranked #2 in Asia) ensures seamless communication with Western clients. Manila is a top global outsourcing hub.

Vietnam
Vietnam's IT sector grows by over 25% annually, supported by government incentives for digital transformation. It specializes in nearshore software development, mobile apps, and e-commerce solutions. Cities like Ho Chi Minh City and Hanoi are tech hubs with growing infrastructure.

China
First, China leads globally in R&D investments and is home to major tech hubs like Shenzhen and Beijing. Moreover, it has a highly skilled workforce with expertise in AI research and hardware development but faces language barriers for Western clients. While language barriers may exist, China remains a top choice for advanced technical projects.

How to Establish a Nearshore Development Center For Long-Term Success
First, set clear, measurable goals and a detailed roadmap outlining growth and scalability for robust, long-term success. Choose a location that provides a rich pool of skilled professionals and aligns with your cultural and operational needs. Invest in state-of-the-art technology and agile project management tools to facilitate continuous feedback and iterative improvement.
By building a flexible framework that can adjust to evolving project demands and industry trends, your nearshore development center will become your organization's sustainable, high-performance extension.
Choosing the Right Nearshore Software Development Outsourcing Partner
Selecting the right outsourcing partner can make or break your project's success. Look for a partner with a strong track record in delivering custom software solutions and proven expertise in your industry.
Key factors include cultural and communication alignment, transparent processes, and a commitment to quality and security standards.
A reliable partner should offer scalable solutions, regular performance reporting, and robust security certifications to protect sensitive data.
You can secure a partner whose technical capabilities and business values align with your long-term objectives by conducting thorough due diligence and engaging in meaningful discussions.
Managing a Nearshore Software Engineering Team Effectively
Establish clear communication channels using collaboration tools like Trello, Jira, or Slack, and schedule regular check-ins to maintain alignment across all teams. Encourage an open environment where feedback is welcomed, and team members feel comfortable sharing insights and challenges.
Regular performance reviews and agile adjustment strategies help maintain high productivity and quality standards. By setting clear expectations and monitoring key performance indicators, you can integrate your nearshore team seamlessly with your in-house staff, driving consistent, exceptional results.
Nearshore Agile Development: The Key to Success
When it comes to "what is agile software development," it refers to a flexible, iterative approach to software development that focuses on collaboration, adaptability, and continuous improvement.
Unlike traditional development methodologies, which follow a linear and rigid process, agile methodologies prioritize frequent customer collaboration, iterative development cycles, and the ability to respond quickly to changes and new requirements.
Key components of nearshore agile development are:
- Individuals and interactions over processes and tools.
- Working software over comprehensive documentation.
- Customer collaboration over contract negotiation.
- Responding to change by following a plan.
These principles emphasize the importance of communication, flexibility, and customer satisfaction throughout development.
Key Benefits of Nearshore Agile Software Development
Outsourcing software development brings clear benefits to businesses—faster time to market, cost optimization, and streamlined process management. But why should you choose nearshore Agile software development specifically? Let's look at four main advantages of this approach:
Adaptability
Agile development turns change into opportunity, refining products through constant iteration. Nearshore teams shift priorities instantly, adapting to market and regulatory needs while keeping development on track.
Cost-effectiveness
Nearshore Agile development helps businesses save money while delivering quality software. Short iterations ensure efficient spending, early feedback prevents costly fixes, and outsourcing cuts infrastructure and HR costs. Companies gain flexibility without unnecessary overhead.
Risks Mitigation
Traditional development risks costly missteps due to changing markets and regulations. Agile nearshoring prevents this with adaptive cycles, continuous testing, and early issue detection, ensuring smoother project execution.
Incremental Delivery
Instead of waiting months for a launch, nearshore Agile teams ship updates continuously. Microreleases and feature toggles ensure that businesses stay responsive, test features live, and quickly improve software.

Darly Solutions' Expertise in Nearshore Development
Using nearshore software development teams has its upsides and downsides. By evaluating them carefully and, most importantly, picking the right partner and nearshore development center, companies can maximize the benefits while tackling the challenges, guaranteeing successful nearshore software development.
That is where Darly Solutions comes into play. We offer a comprehensive suite of custom software nearshore development services, from medical device software to mobile healthcare apps. Enhance operational efficiency, improve patient outcomes, and gain a competitive edge—we are a trusted leader in nearshore software development.
Moreover, we leverage an agile approach combined with robust project management and transparent communication.
This ensures the seamless integration of our team with your in-house strategies. Client testimonials frequently cite our ability to deliver high-quality, cost-effective digital solutions that align with long-term business goals.
Conclusion
No doubt, nearshore software development is ideal for businesses seeking cost efficiency without compromising quality or collaboration. By understanding the key differences between outsourcing models and following best practices for setting up and managing a nearshore team, you can unlock new opportunities for growth and innovation.
Partnering with an experienced provider like Darly Solutions ensures that you have the right expertise and support every step of the way. Embrace the nearshoring model today to stay competitive in the software development landscape tomorrow!
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When you are going to create a new web solution from scratch or optimize an existing one, one of the key indicators of top high quality will most likely be a high response rate (to user actions) and SEO-friendliness.
Unfortunately, client-side rendering, which is done by default in many modern web frameworks and libraries, can become an antagonist for developers pursuing these two goals. In this case, it makes sense to consider the possibility of implementing server-side rendering. Below, we will explain to you what it is, what its features are, with the help of which software tools it can be implemented, and also for which projects it is best suited.
Definition of Server-Side Rendering
Generally speaking, server-side rendering (SSR), as is probably clear from the name, occurs on the backend side. First, the browser sends a request from the client side to the server, after which the SSR server returns an HTML page with all the necessary meta tags, styles, markup, and other attributes. Then, in the browser, the rendering itself happens, the results of which immediately become visible to the end user.
Why is all this necessary if you can use the default option, client-side rendering (CSR)? – you may ask. In fact, everything is simple: search engine crawlers do not recognize the SEO text contained on the pages (or the page, if it is the only one) of the CSR solution. Thus, if the CEO occupies a significant part of the promotion strategy of your project, you can achieve better results only by implementing SSR. Let us add that projects with sophisticated business logic may “suffer” from CSR in the context of performance since the increased load in the form of several synchronous requests will lead to delays in the interface’s response to user actions. And this is exactly the case where server-side rendering can also become a win-win solution.
Currently, SSR technology is actively used in such world-famous solutions as Airbnb, Upwork, YouTube, Netflix, Uber, etc.
What Are the Benefits of Server-Side Rendering?
Now, based on the above, let's look at the key benefits of SSR.
- SEO and social media friendliness. The server side render approach ensures improved SEO ranking through the correct indexing of pages – now, search robots can recognize SEO text and other attributes important for good ranking. First of all, this is due to the fact that now, search robots do not need to read SSR JavaScript code. As for friendliness for social platforms, it is explained by the ability to display colorful previews when sharing SSR-rendered pages – all due to the correct recognition of meta tags.
- Better app/website performance. SSR rendering provides a faster initial page load as the JS to HTML conversion is done on the backend. Thus, users see refreshed content faster than with CSR, in particular when it comes to dynamically updated pages. In the long term, this can ensure a reduced bounce rate for websites and web applications.
- Lower load on the user's device and better user experience (UX). Due to the fact that user requests are now processed on the server side, the user device will experience minimal load. All that remains for it is to interpret the HTML code returned by the server.
What Are the Risks of Server-Side Rendering?
To ensure the objectivity of our review, let's also analyze the disadvantages of server-side rendering.
- Higher TTFB. TTFB or time to the first byte is one of the highest priority indicators of good (or, vice versa, insufficient) performance of web pages. This parameter indicates the time it takes for the browser to receive the first byte of page data processed on the server side. Typically, compared to CSR, the TTFB value is higher because instead of returning a file with links to JS, the server spends some time converting JS to HTML code.
- Limits on the number of requests simultaneously processed on the server side. Due to the increased load on the server, the number of requests processed synchronously will be less than in the case of client-side rendering. Thus, the server throughput will be reduced.
- Need to wait for all the HTML code to load. While the page is loading HTML code under SSR, the user will not be able to perform any new actions on it.
If we add to the above disadvantages a fairly high entry threshold into SSR, as well as an increase in the budget of such projects (due to frequent requests to the server), it becomes clear that this approach is not suitable for everyone.
Server-Side Rendering Frameworks and Tools
As for the server side rendering frameworks and libraries that can be used to process client-side requests on the backend, these include React, Next.js, Nuxt.js, Angular (v7 and newer), and Svelte/Sapper. They use one of the most universal server-side templating languages – JavaScript.
Below we propose to consider server-side rendering React concepts only since React is one of the main tools that we use in web development.
Server-Side Rendering vs Client-Side Rendering
Server-side rendering is not a one-size-fits-all solution since there are situations where its alternative, client-side rendering, is the best choice. In particular, if the content on web pages is updated dynamically – that is, it requires the rendering of some components only (i.e., those with whom the user interacted) while the whole page doesn’t need to be updated, CSR is better suited since part of the content with which the user did not interact will be already loaded.
However, considering that during initial initialization, the content is not displayed until the page is fully loaded into the browser (this can take 2 or 3 seconds, which is critical for a modern consumer of Internet content), when implementing CSR, the site may have poor SEO regardless from the professionalism of SEO specialists (note that this is not a default situation, because with the right approach, lightweight projects with CSR are still ranked well). And this is where the SSR React approach can come to the rescue as usually, React server side components are well-recognized by search crawlers. Thus, by resorting to it, you will be able to ensure enhanced content visibility for search engines.
Server-Side Rendering: SEO vs. Performance
As you can already understand, server-side rendering is capable of providing the best SEO performance for solutions that really need it. In particular, thanks to this approach, search engines will not need to interpret JavaScript. At the same time, if you decide to render in React applying CSR by default, for the React server side rendering implementation, you will have to use additional tools to indicate metadata (for example, React Helmet).
As for performance, in the case of high-load projects, with the server side React rendering, this indicator will be better than with CSR since the SSR website or application will not be limited by the resources of the user device and browser. Also, the user device itself will be less loaded since its only task in the context of updating content will be its output (without rendering).
Conclusion
To sum up, we would like to emphasize that with the correct use of JavaScript frameworks for SSR, you can solve the problem of poor ranking of single-page applications (SPAs) as well as content-heavy websites where SEO and bootstrap performance are critical. On the other hand, CSR is suitable for software with dynamically updated content, that is, content that should change without completely refreshing the page.
However, you should not limit yourself to just these two rendering approaches. In particular, there are also hybrid rendering approaches that combine the best characteristics of SSR and CSR. For example, you can consider the static site generation (SSG) vs SSR couple – perhaps the first option will be the best choice for your project.
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