CUSTOMER PORTAL DEVELOPMENT

Give customers one place to work with your business.

Replace scattered requests and document handoffs with a portal designed around your customers, your team and the systems that hold their information.

Define the scope around your workflow.

Prioritize the requests, documents or account tasks customers should complete themselves.

Define who can view, submit, approve or change information, including boundaries between organizations.

Assess the systems of record and the rules for reading, updating and reconciling information.

Plan onboarding, accessibility, support and ownership so the portal fits everyday work.

CHOOSE THE RIGHT APPROACH

A portal is only useful if it fits the underlying process. Begin with one repeatable customer task and the team responsible for completing it.

Bring the current steps, systems, users and exceptions to discovery. We will assess the gap before proposing a scope.

Identify users, constraints and the business outcome.

Agree scope and test critical workflows and exceptions.

Define deployment, documentation, support and operational ownership.

Can the portal connect to our ERP or CRM?

We first assess available APIs, access controls and data ownership. Integration feasibility and scope depend on the systems involved.

Can different customers see different information?

Role and organization boundaries are defined in requirements and tested during implementation; they should not depend on the interface alone.

Do you build mobile apps as part of the portal?

A responsive web experience and a native mobile app are different scopes. The appropriate interface depends on the workflow and users.