Customer Portal
A portal is worth building when it removes a phone call. That means it has to show live status from the system of record, not a copy that lags.
What this covers
Account overview
What the customer has, in their language rather than yours.
Status and tracking
Live from the operational system, with the age of the data shown.
Documents
Statements, invoices and certificates available without asking.
Requests
Changes and queries raised, tracked and answered in one place.
Users and permissions
Customers managing their own colleagues' access.
Notifications
Told when something changes, through the channel they chose.
Who this is for
B2B suppliers
Account customers who ask the same questions weekly.
Service businesses
Where job status drives the contact volume.
Financial providers
Documents and statements on demand.
Membership organisations
Renewals, records and entitlements.
How we work
People who have done it before
Teams that have worked in this setting, not a generic squad reading the brief for the first time.
One team, start to finish
The people who design it are the people who build it and the people who answer for it afterwards.
Working software early
Something running in weeks, so the direction is judged against a real thing rather than a document.
Bought once, owned by you
What you keep at the end
The code, the documentation and the accounts are yours throughout. Nothing here depends on us staying, and any arrangement that continues does so because it is worth continuing.
Talk to us
What we promise
- A named team you can reach, not an account manager relaying questions
- A working version early, and every fortnight after that
- Written estimates with the assumptions and the risks stated
- Your code, your data and your accounts, yours throughout
- A direct answer when something is late or will not work
How it runs
Scope
What the solution has to do, what it must integrate with, and what is deliberately out.
Pilot
A working configuration with one team or one process, measured against how it works today.
Roll out
Extended in stages, each with a way back if it does not hold.
Improve
Measured after launch and changed on evidence, which is when most of the value arrives.
Common questions
If it answers the question faster than a phone call. That is a design and a data-freshness problem more than a marketing one.
By account and role, with customer administrators managing their own users.
Yes, and where a system can only be polled we show how current the figure is.
Rarely. A fast, accessible web portal covers most of it without an install.
Would this work here?
A short conversation is usually enough to tell whether this fits your situation. If it does not, we will say so.
Get in touch