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SaaS Platform for Phishing Training & Simulation - Success Story

SaaS Platform for Corporate Phishing Training & Simulation

  • Customized Integration
  • Cybersecurity
  • ReactJs/NodeJs
  • Software / SAAS

Project Overview

The project aimed to develop a SaaS platform designed to prevent phishing attacks. Built with a multi-tenant architecture, the platform offers a scalable and secure solution for corporate organizations of all sizes, each with a separate environment.

The platform empowers businesses to proactively protect themselves by training employees to identify and prevent phishing attacks, fostering a culture of cybersecurity awareness.

  • Client Sam Ardren
  • Industry Cybersecurity

Tech Stack

  • Technology React Js/NodeJs
  • 3rd-Party Integrations Google MFA/Nylas API
  • Database MongoDB

Action Plan

The client required a tailored multi-tenant SaaS platform with a Learning Management System (LMS) and Phishing Simulator.

Our Agile Development team successfully implemented key features, including user roles, domain verification, integration of third-party APIs for email campaigns, and secure logins.

Following are the key elements of our development plan:

Intuitive Dashboard with ReactJs & Node Js

User Roles and Access Levels

Core Functionality

Scalable SaaS Architecture

Reports & Analytics

Integrating APIs

Let’s have a closer at each of them:

Intuitive Dashboard with ReactJs & NodeJs

We built a fast, real-time, and interactive dashboard with ReactJs and a robust, seamless backend powered by NodeJs.

User Roles and Access Levels

The platform has 3 distinct user roles: Super Admin, Admin, and Employees.

Super Admin (Platform Owner):

  • Full Access: Manage platform settings, templates, and user management (companies, admins, employees).
  • Content Management: Upload and manage training content, including courses, videos, and quizzes.
  • Template Creation: Create and customize phishing templates (text, logos, and background colors).
  • Analytics: Can view detailed analytics (unique opens, clicks, replies).
Admin (Companies/Clients):

  • Platform Access: Admins log in with Multi-Factor Authentication and can select either LMS or Simulation.
  • Employee Management: Manage employees (add via manual entry or CSV uploads).
  • Campaign Management: Schedule, initiate and assign phishing campaigns.
  • Analytics & Reports: Assign courses to employees, track results, and analyze performance.
Employees:

  • Course Access: Employees access courses via email links and complete quizzes.
  • Phishing Simulation: They receive phishing simulation emails, and their actions are tracked.
  • Notifications: Notifications are sent for enrollment, reminders, and completion.
  • Results Tracking: Admins track employee performance in courses and simulations.
Template Editor:

  • Lets Super Admins customize phishing simulation templates.
  • They can customize the logo, text, and background colors on training templates.
  • They can save modified templates for future campaigns, ensuring flexibility and reusability.

Core Functionality

The platform has 2 functioning Modules: Learning Management Systems and Phishing Stimulator.

Learning Management System (LMS)

  • For educational purposes where employees can learn about phishing attacks.
  • Super Admin can upload and manage training courses.
  • Admins can view training courses and share with employees.
  • Employees can access the courses and attempt quizzes.
Phishing Simulator for Training

  • Admins can initiate one-time or recurring phishing campaigns for employees.
  • Admin can send simulated phishing emails, tracks responses, and provides analytics on employee interactions (e.g., opens, clicks, replies).
  • Super Admin creates phishing templates, which Admins can customize for their simulations.

Scalable SaaS Platform

We designed a scalable, secure multi-tenant platform that ensures separate data management for each client/company.

Scalability & Performance Optimization

  • Scalability: The platform utilizes AWS auto-scaling features to dynamically adjust its resources based on real-time usage demands.
  • Growth Accommodation: With the auto-scaling mechanism, the platform seamlessly accommodates an increasing number of clients without compromising performance.
GIT Security

  • We use Git to track changes in the source code, enabling multiple users to collaborate on non-linear development.
  • Track code changes with Git logs and use encrypted connections to keep code secure.
  • GIT ensures proper access and protects sensitive data.

Integrating APIs

We integrated Google MFA for secure logins and Nylas Email API for efficient email campaign management.

Google MFA (Multi-Factor Authentication)

  • Integrated Google MFA to add an extra layer of security for user logins, requiring both a password and a time-sensitive code.
  • Prevents unauthorized access by ensuring only authenticated users can log in.
  • Users receive the code via mobile or authenticator app for elevated security.
Email API (Nylas)

  • Nylas Email API enables sending and managing email campaigns directly from the platform.
  • Tracks email events like opens, clicks, and replies for insights into user engagement.
  • Automates sending training and phishing simulation emails, ensuring timely communication and reliable delivery.

Reports & Analytics

We implemented robust domain verification, reporting tools, and analytics to enhance security and track performance.

Domain Verification

  • Used TXT records to confirm email domain ownership.
  • Ensures only authorized logins.
  • Prevented misuse of the platform by verifying domain legitimacy.
Reporting Tools

  • Developed tools to tracks employee performance in LMS (course completion, quizzes).
  • Maintain campaign effectiveness through unique opens, clicks, and replies.
  • Analytics to identify gaps and behavior patterns.

Result: A SaaS Solution for Phishing Awareness and Prevention

The project has delivered measurable results in educating employees on phishing awareness.

Over the past year, the platform has provided a scalable, secure solution that streamlines training, tracks performance, and supports multi-tenancy, enabling the client to expand its customer base and drive revenue growth.

By cultivating a culture of phishing awareness, businesses are better equipped to defend against cyber threats and build a more secure future.

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