Give customers and partners one place to complete the work that matters.

Customer portal use cases

A customer or client portal may allow users to:

• View project, order, service, or account status.
• Submit information and required files.
• Review milestones and next actions.
• Approve work or record decisions.
• Retrieve documents and deliverables.
• Send messages or request support.
• View billing or payment information when integrated and in scope.

Partner and vendor portal use cases

A partner or vendor portal may support:

• External accounts and role-based access.
• Onboarding requirements.
• Document and certification collection.
• Expiration-date tracking.
• Quotations, tasks, and approvals.
• Status dashboards.
• Automated reminders.
• API or structured-file synchronization.

When custom work is justified

A tailored portal is more likely to be appropriate when:

• The workflow does not fit an available standard product.
• Several systems must appear as one coherent experience.
• Roles, permissions, records, or approval rules are specific to the business.
• Per-seat or per-user software limits create an operational constraint.
• The portal is part of the company’s differentiated service experience.

Custom software should not be recommended when a standard product can meet the requirement responsibly at lower cost and risk.

What success may look like

• Fewer status emails and repeated requests.
• Faster completion of required actions.
• More complete documents and records.
• Clearer approval history.
• Better partner or customer self-service.
• Reduced manual follow-up.

These outcomes must be measured against a baseline after the workflow is defined.