Custom customer applications / portal
Client portal
Fewer repetitive emails and clearer experience for customers in need of up-to-date information.
Background
When this service makes sense
Private area where customers see statuses, documents, orders, invoices or requests.
- Main needCustom customer portal
- Role in the projectWeb and mobile applications, SaaS platforms and portals connected to company data and processes.
- Result pursuedFewer repetitive emails and clearer experience for customers in need of up-to-date information.
Deliverables
What usually comes into the project
The exact list is adjusted after the audit, but these modules frequently appear in client portal projects.
01Login
02DASHBOARD Client
03Documents
04Statuses
05Notifications
06Rolls
Client portal
A customer portal reduces repetitive questions and makes status visible
The customer portal makes sense when the same information is frequently requested by email or telephone: statuses, documents, invoices, orders, approvals or requests. We build a private area where the client sees what matters, and the team retains control of the data.
- Updated informationThe customer may see statuses, documents, invoices or requests without waiting for a manual reply.
- Roles and accessWe define who sees the information, who can upload documents and what actions are allowed.
- Connection with internal systemsThe portal can communicate with CRM, ERP, billing, shop or internal applications.
- Clear notificationsImportant events can trigger emails, messages or task for the team.
Choice
Simple portal, customer dashboard or full application?
Not every portal has to start big. The first version must solve the most frequent questions and reduce manual labour.
Portal documents
Best suited when: clients need invoices, contracts, files or updated documents.
Keep in mind: access and permissions must be strictly treated.
DASHBOARD Client
Best suited when: the customer must see statuses, progress, orders or indicators.
Keep in mind: data shall be correctly synchronised with internal systems.
Support Portal
Best suited when: you want requests, tickets, answers and history in one place.
Keep in mind: the internal response process must be defined prior to the interface.
Customer application
Best suited when: the portal becomes digitally produced with flows, notifications and recurring actions.
Keep in mind: the scope must be etched so that the first version can be released.
Quality signals
What do we check before development?
A customer portal touches sensitive data and real processes. This is why we determine the roles, data sources and main scenarios before the final design.
- List of information visible to the customer and the team.
- Roles, permissions and access rules.
- Connection with CRM, ERP, billing or other relevant systems.
- Flows for upload, statuses, notifications and history.
- MVP launtable with functions that reduce the manual support most.
Connection
Service works better when it's connected to the rest of the project
Any service works better when connected to the rest of the ecosystem: content, SEO, data, operation, hosting and maintenance.
- Web applications
- Mobile applications
- SaaS platforms
- Portals and internal systems
Recommended pages
Pages related to this type of service: technologies, fields of activity, guides and complementary services.
Frequently Asked Questions
Before we begin the project
Choice, stages and support for Portal clients.
01 / Choice
What's useful to know
Can the portal be connected to the CRM?
Yes. It can communicate with CRM, ERP, billing, store or internal applications.
Can customers upload documents?
Yes, we can include upload, validation, status and document notifications.
02 / Planning
Purpose, budget and stages
What can the project include?
For Portal clients, starting points are: Authentication; Dashboard client; Documents; Statuses; Notifications; Rolls. In the offer we specify deliverables, limits and responsibilities; the list adapts to your situation.
How do we set the budget and the timetable?
The budget and timing depend on the flows, roles, integrations and platforms we launch. For a first version, we choose the functions necessary for validation and determine what can be added later.
03 / Continuity
Verification and support
How do you verify the result before handover?
We test authentication, permissions and main flows, including error cases. We check the behavior on the devices targeted and validate the scenarios with the users who will use the product.
What happens after handover?
At launch, we agree monitoring, support and responsibility for updates. App store publishing, where needed, and new features have clearly defined steps and costs in the proposal.