Customer and supplier portals

Customer and supplier portals should make a repeat task easier: submit a document, check an order, approve a proposal or complete an enrolment. We plan the external user's journey and the staff review together.

Access follows the real relationship

We define who may see and change each record. A supplier account, branch contact and central administrator need different permissions. Existing systems can remain the source for underlying records where that is appropriate.

Build and review a complete task

Work can include account access, document exchange, status views, approvals and administration. Missing information and corrected submissions are tested alongside the ideal path. Information handling and overseas access need project-specific review.

Start with the repeat request

Tell us what customers or suppliers keep asking your staff to do. We can compare a portal with a simpler improvement. Discuss the workflow.