At a glance
- Client
- A B2B distribution companyName withheld for confidentiality
- Focus area
- Portals
- Service
- Website Development
- Scope
- Web application design, build and system integration
The challenge
Customers placed orders by email and phone, then called to check status. Staff re-typed orders into spreadsheets and the accounting system, and sales reports were compiled by hand each week.
Mistakes in re-typed orders led to wrong shipments and disputes.
Our approach
Understand each user
We mapped what customers, sales staff and managers each need to see and do.
Design secure access
Role-based logins show each customer only their own orders and invoices.
Integrate existing systems
The portal connects to the accounting and inventory systems, removing re-typing.
Build dashboards
Managers see sales and order status without waiting for weekly reports.
The solution
Customers now log in to place orders, track them and download invoices. Orders flow straight into accounting and inventory, and managers see live sales dashboards.
Staff spend less time on data entry and phone calls, and order errors have dropped.
Results
- Customer self-service for orders and invoices
- Role-based secure access
- Direct integration with accounting and inventory
- Live sales and order dashboards
Technology used
- React
- Node.js
- PostgreSQL
- REST APIs
- Role-based access control
Facing a similar challenge?
Tell us what you are working on. We will walk you through how we would approach it, with no obligation.