Service · Websites and web applications

Customer portal

Much of the email your back office receives asks for things your systems already know: “Could you resend that invoice?”, “Where is our order?”, “How much do we still owe you?”. Take a logistics warehouse in the Koper hinterland storing and dispatching goods for twenty companies. Each client wants to know stock levels, which load has left and which invoice is still unpaid. A customer portal pulls this data from your systems and shows each client only their own, at any hour, with no waiting for a reply. The back office gets its time back for work no system can do on its own.

Secure sign-in
multi-factor login and per-company roles
ERP data
Pantheon, SAOP, Business Central and others
Documents
invoices, delivery notes, reports, contracts
No double entry
the portal reads data you already hold

Scope of the service

A portal does not replace your systems; it opens part of them to the outside. The key question is therefore who may see which data.

Check the scope with an engineer

Sign-in and access

Email and password with multi-factor login, and optionally sign-in with the client's own Microsoft or Google account. Each client company has an administrator who adds or removes colleagues without asking you.

Orders and status

A list of orders with status, delivery notes and tracking numbers drawn from your ERP or WMS. Clients see what is on the way without phoning or emailing.

Invoices and open items

Invoices as downloadable PDFs, an overview of open and overdue items, and the option to pay by UPN QR or card if you want to offer it.

Reports and documents

Service reports, quality certificates, contracts and manuals sorted by client and project. A new document appears in the portal as soon as you save it in your own system.

Requests and messages

Clients raise a request, complaint or question straight in the portal, with the full history in one place instead of spread across email threads.

Security and privacy

Encrypted connections, access logging, regular reviews of permissions and a data processing agreement wherever the portal handles your clients' personal data on your behalf.

How the work runs

The first release usually covers the two or three questions clients ask most. The rest is added once we see what they really use.

01

Analysing the questions

We look at what clients ask most often by email and where the answers are stored. That gives the feature list for the first release.

02

Connecting the systems

We check how data can be read from your ERP, WMS or document system: through an API, an export or an intermediate database. Your ERP vendor is often an important partner here.

03

Build and pilot

We build the portal and open it first to a few clients willing to give feedback, then fix whatever bothers them.

04

Roll-out to everyone

We prepare invitations, short guides for clients and instructions for your team. After that we maintain the portal or hand it to your IT staff.

A portal is only as good as the data behind it. If delivery notes in the ERP are not linked to orders, or clients exist twice, the portal will put that error on display. During the analysis we therefore also check data quality and list what needs fixing before launch, so that clients' first impression is not confusion.

Your questions answered

Most often, yes. Pantheon, SAOP, Microsoft Dynamics 365 Business Central, SAP Business One and Odoo all offer APIs or exports we can work with. With older or in-house systems we frequently read from an intermediate database or export files.

The portal uses encrypted connections, multi-factor login and precise permissions on who sees what. Access is logged, vulnerabilities are checked regularly, and you can order a penetration test before launch.

If they find answers faster there than by email, yes. That is why the first release contains only features that answer the commonest questions, tested carefully with pilot clients.

Normally in an EU data centre with a provider under contract to you. We can set up and manage the hosting, or your IT team can take it over.

What would your clients like to see for themselves?

Tell us which client questions take up most of your time and which systems you use. We reply within one working day with suggested first steps.

When we work
Weekdays 9:00-17:00 CET, answers the same or next working day
Calls
Video meetings, Teams and Meet both welcome

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