Self-service, not self-help

LEAN Operations: Partner and Customer Portals

Less support.
More autonomy.

Your partners call because they cannot view their orders themselves. Your support team types in data that should already be digital. We build self-service portals that give merchants, partners, and customers autonomy.

What's it about?

For companies with partners, merchants, or customers who currently access information via email or phone. For teams whose support effort could drastically decrease through self-service.

Your benefit:

  • Onboarding speed ↑
  • Partner autonomy ↑
  • Support requests ↓



Do you know?

What does this bring you?

Fewer support requests

Partners and customers find order status, invoices, and documents themselves. Your support team handles exceptions instead of standard questions.

Onboarding in days instead of weeks

Login, roles, access: New partners are productive in days, not weeks. Automated flow instead of manual activation.

One portal, all information

Orders, documents, communication in one place. Partners have an overview of their data without having to ask anyone.

Secure access, centrally managed

IAM with role-based access control, GDPR compliant. Your admin team manages rights centrally instead of in five different systems.

„Logo von Node.js, das einen stilisierten grünen Würfel mit dem Schriftzug 'Node.js' in schwarzem Text enthält.“ NestJS.png „Logo der Softwareplattform Microsoft .NET mit stilisiertem blauen Band über dem Schriftzug.“ Logo mit grünem Sechseck und Power-Symbol, daneben Schriftzug „spring boot“. react.png angular.png Schmetterling mit breit gefächerten Flügeln, stilisiert in Schwarzweiß. tanstack.png
„Logo von Node.js, das einen stilisierten grünen Würfel mit dem Schriftzug 'Node.js' in schwarzem Text enthält.“, NestJS.png, „Logo der Softwareplattform Microsoft .NET mit stilisiertem blauen Band über dem Schriftzug.“, Logo mit grünem Sechseck und Power-Symbol, daneben Schriftzug „spring boot“., react.png, angular.png, Schmetterling mit breit gefächerten Flügeln, stilisiert in Schwarzweiß., tanstack.png

Pilot Phase

First deliver, then commit. That's what the pilot is for.

  • Duration

    6-10 weeks

  • Assessment

    Which user groups (merchants, partners, end customers)? Which use cases have priority? Which systems need to be connected?

  • Derived from this:

    Pilot scope, components, IAM setup

Deliverables

  • UI design

    for up to 5 interactive/form components or 10 static UI components based on your existing CI guidelines

  • Runnable setup

    of end-customer-oriented IAM with login flow via UI

  • Clickable implementation

    of the designed components

  • Tested and deployed

    for internal demo purposes

Frequently Asked Questions

FAQ
Do we need a finished design before you start?

No. We work based on your CI guidelines and build the UI design in the pilot. If you already have a design system, we use that. If not, we build the foundation.

Which IAM system do you use?

Depends on your context. Keycloak (open source, self-hosted), Auth0, or existing systems like Azure AD. We recommend what fits your infrastructure – no vendor lock-in.

Can we expand the portal ourselves later?

Yes. Everything is built on your stack, documented, and handed over. Your team can independently add components and use cases. Or we can do that in the scale phase.

How does the portal integrate with our existing systems?

Via APIs. ERP, CRM, DMS – we build clean interfaces. In the pilot, we start with a sample connection, in scale we expand to all relevant systems.

What if our partners need different access rights?

That's exactly what IAM is for. Role-based access control: Merchants see their orders, distributors see conditions, end customers see invoices. Everything managed through one system.

What is the pilot phase?

A clearly defined project with a defined scope – typically 4–12 weeks. You don't get a concept paper at the end, but a functioning result: real code, tested and deployed. The pilot shows you what we can do before you decide long-term.

What happens after the pilot phase?

After the pilot comes the proof: We look together at the results – what worked, what was worth it, where are the gaps? Everything measured against defined KPIs, not gut feeling. Based on this, you decide: scale, adjust, or stop. No pressure, no upselling. If the proof is convincing, we go into scale – your project grows, your team grows with it, the knowledge stays with you.

Do I have to start with a pilot phase?

No. The pilot is our recommended entry point because it creates clarity for both sides – but it's not a must. If you already know what you need and want to get started right away, we can also join an ongoing project or start directly in a larger scope. We adapt to your pace.

Do you work T&M or fixed price?

Start as a timeboxed pilot in T&M (optional with cap). No fixed price risk, no lock-in. You see at any time what you are paying for – and can stop at any time. But very few do.

If you still have questions, just contact us

Flo carries more portal knowledge than entire departments. Going somewhere else? That's a brave choice. Our resident expert.

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