Secure accounts
Sign-in, password policies, session management and two-factor authentication where needed.
When you need a self-service portal
- 1
Customers call or email just to check the status of an order, application or contract.
- 2
Documents, invoices and contracts are sent by email and versions get lost.
- 3
Account managers retype customer data into internal systems by hand.
- 4
Partners or brokers work with your customers and need their own access and permissions.
- 5
Applications, proposals or approvals follow clear rules but still run through email.
What the system covers
Documents and contracts
A document repository with versions, previews and downloads in one place.
Requests and applications
Structured forms that go straight into the right workflow.
Orders and statuses
A clear status and history for every order, application or case.
Notifications
Email or in-app notifications about status changes, deadlines and required actions.
Roles and permissions
Separate access rights for customers, partners, managers and administrators.
Administration interface
A manager workspace for requests, approvals, documents and customer records.
Integrations
What the system can connect with
A portal only shows accurate information when it uses the same data as your internal systems. Relevant integration categories:
- CRM
- ERP
- Accounting
- Payments
- API
Delivery process
How we work
We start by finding out what customers ask most often and where information gets stuck today.
- 01
Discovery
Processes, users, data and existing systems.
- 02
UX/UI and architecture
User journeys, interfaces and system structure.
- 03
Engineering and integrations
Phased engineering and business system connections.
- 04
Testing and launch
Scenario testing, data migration and a safe launch.
- 05
Continuous development
Monitoring, support and new features.
A good fit for
- Finance, insurance and leasing companies handling applications and contracts
- B2B companies whose customers constantly look for documents and order statuses
- Organisations working through partner or broker networks
- Companies that want to eliminate manual data re-entry
Not the right fit when
- When a simple contact form or newsletter is enough
- When you have few customers and no recurring service processes
- When you only need a public information website
Experience
Related public projects
Frequently asked questions
How is a portal different from a website with a login?
A portal is a working tool: it shows real customer data, documents and statuses from your internal systems, lets users submit requests and routes them into your workflow.
How is data security handled?
We design role-based access, secure authentication, encrypted data transfer and activity logging. Security requirements are agreed during discovery based on your industry and operations.
Can the portal connect to our CRM or ERP?
Yes. Typically the portal reads data from CRM, ERP or accounting and writes customer submissions back, so nothing needs to be retyped.
Can partners and customers have separate access?
Yes. One system can support different roles for customers, partners, brokers and managers, each with its own permissions and views.
Will the portal work on mobile?
Yes. We design portal interfaces to work well on both desktop and mobile. A dedicated mobile app can be added if needed.
Where should a portal project start?
With discovery: which processes repeat, which data is needed and which systems hold it. Then we launch a first version with the essential features and keep developing it.
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