Service · Websites and web applications

Customer portal

Whenever your team re-sends a copy invoice, confirms an arrival date or digs a signed proof of delivery out of a shared drive, it is handing over data your systems already hold. The only obstacle is that customers have no window onto it. A customer portal opens up what is already stored in your ERP or industry software, with individual logins and clearly defined permissions. Take a freight forwarder in Wels with 400 business customers: every day the dispatch team answers dozens of questions about shipment status, signed consignment notes and outstanding invoices. If customers can look these up themselves, dispatch has time for the work that cannot be automated.

From the ERP
data live or synchronised several times a day
Company accounts
several users per customer, each with own rights
Microsoft sign-in
login with the customer Entra ID possible
Audit log
who downloaded what and when

Everything this covers

A portal is only as good as the data behind it. Every project therefore starts at the interface, not at the layout.

Settle the details with an engineer

Connection to your systems

Read and, where needed, write access to ERP, industry software or ticketing, for example Business Central, SAP Business One or a warehouse or transport management system. Where no API exists, we build a secure data sync.

Documents and records

Invoices, credit notes, delivery notes, certificates and inspection reports as searchable PDFs filtered by period, optionally also as ebInterface files for the customer accounts department.

Orders and status

Open orders, shipment status, delivery dates and service appointments at a glance, with email notifications whenever something changes.

Requests and tickets

Complaints, repeat orders or appointment requests through structured forms that land as tickets with the right team and show their progress in the portal.

Users and permissions

One lead contact per customer company who invites colleagues and decides who sees invoices and who sees orders only. Two-factor sign-in is standard.

Data protection and traceability

A least-privilege role model, access logging, encryption and an entry for your record of processing activities that slots into your GDPR documentation.

Our working method

We begin with the questions your team answers most often today. They determine what the first version of the portal must handle.

01

Count the requests

For two weeks your team notes which customer queries come in by email and phone. The three most frequent topics form the core of release one.

02

Clarify the interface

Working remotely with your IT or the software vendor, we establish which data leaves the ERP, how, and how up to date it has to be.

03

Pilot customers

We build the first version and test it with five to ten selected customers willing to give honest feedback. Their questions feed straight into the revision.

04

Roll-out to everyone

Invitations to all customer companies, a short guide and references on invoices and in email signatures so the portal actually gets found.

Portal adoption is won or lost at sign-up. Ask customers to email for access, sit tight until credentials arrive and then memorise one more password, and the majority will not bother. Uptake is far higher when one named contact per client receives a personal link that opens their account straight away, then brings in co-workers on their own. Where the customer runs Microsoft 365, they can sign in with the account they already have. We put as much care into that first step as into the rest of the portal.

Frequently asked questions

No. The portal reads data from your existing system. What it needs is an interface or at least a regular export, and we clarify that in step two before any real effort is spent.

Each company sees only its own records. That separation is enforced on the server and deliberately attacked during testing. Access is logged, connections are encrypted and hosting is in Austria or the EU.

Yes. Reordering from past orders is a common extension. If you need a full range, tiered prices and approval workflows at scale, a B2B platform is the better tool.

The portal then shows the last synchronised data with a timestamp and keeps accepting requests. Once the connection is back, everything catches up.

Let us plan your customer portal

Name your ERP or industry software and the questions customers ask you most often. We will get back to you within one working day.

Availability
Monday to Friday, 8:00-17:00 Austrian time (CET/CEST), reply within one working day
Meetings
By video on Microsoft Teams or Google Meet

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