Client portal for manufacturers and industrial SMEs
Your clients want to know where their orders stand and retrieve their quality documents without calling sales admin. The portal exposes to each client their slice of the MRP — progress, availability dates, certificates — and nothing else.
In your day-to-day
- 01
Order progress tracking with availability dates straight from the production schedule.
- 02
Clients download material certificates, certificates of conformity and inspection reports as soon as available.
- 03
Claims filed in the portal, pre-qualified with part and batch numbers for your quality team.
A typical scenario
A mechanical subcontractor serves some sixty recurring accounts — most of whom call sales admin for progress, then call back for quality documents.
- 01
A client preparing their supplier audit re-downloads the year’s material certificates and inspection reports themselves, without involving anyone.
- 02
Before reordering, a buyer checks their open order book and availability dates — the “when is it due?” call simply stops happening.
- 03
A claim filed in the portal reaches the quality team with part number, batch number and photos already attached.
What changes
Clients self-serve on everything factual, and sales admin stops reopening the quality archives for every client audit.
Order of magnitude
Working assumptions
- →around 15 calls and document requests per day to sales admin
- →5 minutes of handling each
- →a well-designed portal absorbs about 70% of them
Some fifty requests a week absorbed — on the order of 4 to 5 sales-admin hours, half a working day per week handed back to order processing.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Supply shortages are discovered when the work order is released — and scheduling gets redone by hand in a rush.
- →
The sales-admin inbox mixes PDF orders, supplier confirmations, delivery-date requests and quality claims — everything is retyped, nothing is prioritised.
- →
Key accounts demand EDI, supplier portals and service-rate indicators — and it is your team copying data from one system to another.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Can a client see our shop-floor load or other clients’ orders?+
Never: each account reaches only its own orders and documents, and what the portal exposes is chosen line by line — availability dates, not your load plan or your margins.
Our key accounts already impose their EDI or supplier portal — what is ours for?+
For everyone else: the mid-size clients who call sales admin for lack of anything better. Key-account EDI continues unchanged; your portal serves the human uses — checking, downloading, claiming — for the rest of the order book.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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