Customer portal development should begin with the questions customers repeatedly ask your team. A portal can let them find their own documents, check progress or submit information. The important decision is which actions they should be able to complete without contacting the office.
Explore our custom software development services to discuss how this could fit your business.
Give customers useful access
- Choose the records each customer may see
- Define uploads, approvals and update requests
- Plan how staff review customer submissions
During our free 15-minute software review, we look at your main issues, the processes that require a lot of manual work and what would best fit your company. A typical form, record or example of a repeated task helps make that conversation practical.
Questions and answers
Can customers see only their own information?
That should be an explicit requirement. Access must be designed and tested for customers, organisations and any delegated users.
Can a portal reduce calls to the office?
It may reduce routine enquiries if the information is useful, current and easy to find. Start with the questions your team handles most often and measure the change after launch.
How much would this cost?
Cost is an important part of the decision. We price the project according to the work required to build your agreed solution. Features, user roles, connections to other systems and testing all affect that work, so we discuss the requirements before quoting.
Who owns the finished software?
Our clients own the software, source code and their app store accounts where an app is part of the project. Ownership and handover are set out in the agreement. Any external services or licensed components have their own terms.
Discuss the process you want to improve
Tell us where work gets repeated, delayed or passed between people. We will use the review to understand the issue and consider a practical next step for your business.