02.1

Customer & Partner Portals

Central platforms for structured collaboration

When information, documents, or project statuses are regularly exchanged with customers or partners, email, Excel, or loose tools quickly reach their limits. Customer and partner portals create a central, structured point of contact for external users – with clear access rights, current data, and transparent processes. We develop custom portal solutions that are tailored exactly to your processes and integrate seamlessly into your existing system landscape.

When a customer or partner portal makes sense

A portal is particularly useful when:

information is regularly shared with customers or partners
projects, orders, or services should be displayed transparently
documents, status, or data need to be kept up to date
access rights should be cleanly regulated
email communication has become confusing

Such requirements often emerge gradually – from growing complexity and increasing numbers of external participants.

Typical portal functions

Every portal is individual. Common functional components are:

User accounts & login areas
Role and permission systems
Project, order, or status overviews
Document and file management
Communication or feedback functions
Custom dashboards

Which functions make sense always depends on the specific use case.

Typical Use Cases

Customer portals

Project status & progress
Order or service overviews
Documents & contracts
Support or service information

Partner portals

Access for sales partners
Exchange of materials & information
Shared processes & workflows
Role-based access to data

Combined portal solutions

Customer and partner functions in one platform
Clear separation of roles and permissions
Central management of all external users

Distinction: Portal vs. Website

A customer or partner portal is not a website with login, but a work tool:
• Content is user-specific
• Data is provided dynamically
• Processes are actively supported
• Interfaces to other systems are crucial

If you only want to display information, a corporate website is often sufficient. However, as soon as interaction, data, or processes come into play, a portal is the better solution.

View corporate websites

Integration into existing systems

Portals realize their full benefit when they are part of an existing infrastructure. Depending on needs, we integrate them into:

CRM or ERP systems
Project or administration tools
Accounting or billing
Existing databases or services

This creates continuous processes instead of isolated solutions.

Step-by-step implementation instead of complete solution

A customer portal does not have to be able to do everything from the start. Many projects consciously start with a manageable scope of functions – e.g.:

Login & project overview
Document provision
Status display

What matters is that the technical foundation is chosen so that later extensions remain possible without redevelopment.

Our approach

1

Analysis & goal definition

Clarification of user groups, processes, and goals.

2

Conception & structure

Definition of roles, data, and workflows.

3

Step-by-step implementation

Development in clear expansion stages.

4

Further development & operation

Adaptation to new requirements and processes.

07

Hosting & Maintenance

We ensure your digital solution remains permanently stable, secure and up-to-date – so you can focus on your core business.

Updates & Security

Regular updates, security patches and vulnerability scans

Monitoring & Backup

Uptime monitoring, daily backups and disaster recovery

Support

Technical support, troubleshooting and adjustments

Steffen Fasselt
Your contact

Steffen Fasselt

Projektleiter

If you are considering mapping information, projects, or services through a customer or partner portal, we are happy to help with the assessment. In a non-binding conversation, we clarify: • Goal and benefit • Technical feasibility • Sensible next steps