Custom Web Portal Development

Web Portal Case Studies

Customer Portals

Give your customers the ability to log in and view their open orders, past invoices, or current balance.

Enable them to run custom reports based on the services you’ve provided. Give them a dashboard with widgets that keeps them up to date with every aspect of your business relationship.

Go paperless by providing all the information you normally do, on the portal available 24/7.

By providing your clients with their own home page, you give them the power to access their historical data, insight reporting and analytics. Highlight the value of your services. Make it easier and more efficient for your customers to communicate with you and buy from you.

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Technician Portals

When your employees are on the road it can be difficult for them to stay on top of paperwork. Give your technicians the power of your software in the palm of their hand.

A technician portal can tap directly into your company database and provide historical data, reports, client information, job details, etc. via a secure and mobile web page.

Not only can you provide your existing data to your mobile employees, but you can also empower them to enter job info into the portal while they’re on the move. When your tech enters the results of their work into the portal, the data is instantly accessible by your in-office staff. Eliminate the lag time normally associated with remote employees. No more taking notes on the job and then double entering them into the system that night or the next day. A technician portal is a direct link between your office and your mobile employees, and gives them the benefits of sitting in front of their workstation with the mobility of a smartphone or tablet.

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Management Dashboards

It can be tough to keep up with the day-to-day operation of your growing business. A management dashboard can provide you with a snapshot of the day’s work in a format that’s easy to digest.

Keep an eye on your cash flow and A/R or monitor purchasing and sales with widgets.

Management Dashboards can also provide key performance indicators (KPI) for month to date, year to date, MTD vs MTD last year, YTD vs YTD last year, etc. Designed to provide the most critical insights based on your accumulated data.

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Department Portals

Department portals are a little different than customer or technician portals. They are in essence a personalized dashboard for your employees that displays their queue for the day. Think of a to-do list that allows for assignment, process tracking, and completion.

Important tasks will no longer fall through the cracks and prioritizing can help get work done in a more efficient and timely manner.

This also allows for workplace analytics and production workflow statistics.

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Production Portals

Track every process in your company.

A production portal lists each work order (or sales order) and displays the status of the item. Quickly and easily see where each item is sitting in your building. See which department it’s in, how long it’s been there, who’s working on it, any complications, etc.

It’s an overview of production that displays granular data (like a department portal that shows all departments).

If a customer wants an update on their order, you can tell them exactly where it is along the path to completion.

Collect metrics on how much time is spent in each department and use that data to implement goals.

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Communication Dashboards

A communication dashboard is your company’s home base.

An intranet of information presented to your employees when they first open their browser. This can mean a lot of things. Keep track of company events, internal memos, project collaboration, time sheets, PTO. Store company-wide documents, policies, and forms.