Business systems and customer portals
When jobs, documents and updates live in different inboxes, customers chase and staff repeat themselves. We connect the steps and give customers a clear view of their own account.
Sound familiar?
Recognise one of these? Book a chat
Process map
Three quick questions about one process. You get a step map marked with what could be automated, what customers or suppliers could see in a portal and where approvals sit, ready to bring to a chat.
Illustrative preview
Pick what the process is about to see it mapped.
What changes
Possibilities we work towards with you, not promised results.
Book a chat about yoursAn example
We only publish client work with permission. Ask us for relevant examples in a meeting. How we work
Illustrative example
Made up to show the kind of change. It is not a client story.
A business that fits products to order takes several calls a day asking for updates. A portal shows each customer their order stage, the documents they need to approve and the expected next step, while the team updates one record instead of replying to each call.
How it works
We trace a typical enquiry from first contact to final invoice and note where it slows down.
We remove unnecessary steps before deciding what to connect or automate.
We build the system or portal, set permissions and connect the tools you already use where it makes sense.
Your team gets access, guidance and someone to ask, and we review how it is used.
Questions at any step? A person replies.
Scope and price
The scope is agreed after a meeting and written into your proposal before you commit. All final quotes follow a meeting.
Proposed inclusions until your written proposal confirms them.
Anything here can be scoped and quoted separately.
Quote required
The price depends on the number of steps and users, the systems that need connecting, the data to migrate and the support you need after launch.
No. Cloud is where you work with us. A customer portal is one we build for your own customers, in your brand.
Not necessarily. We start with what you already use and only suggest new tools when they clearly earn their place.
Customers see only their own records. Roles and permissions are agreed and tested before launch.
Yes. A first version can cover one process and the steps that cause the most trouble. More can be added once your team and customers are using it.
They stay on this page unless you send the form or book a chat, when they travel with your message. Otherwise we only see, without your name, that the map was used.
Ask us
Tell us a little about how the work runs today. If you mapped a process above, it comes with your message. A person reads every message and replies by email to arrange a chat.
Next step
Bring one process that causes the most chasing. We will say plainly what we would connect first, what customers could see and how the work would be scoped and quoted.
