Customer Portal Solution

Customer portal development that unified a global logistics company's 3PL vendor operations. We built a simple, KPI-driven portal to manage quotations, bookings, invoices and follow-ups, enabling faster payment realization and improved vendor collaboration.

Client

3PL

Platform

Android, Web

Industry

Logistics

Technology

React Native PosgreSQL, AWS

100%

Increase in Sales Cycles

200%

Improved in Bookings

100%

Process Transparency

80%

Enhancement in service quality

About

The client is a global logistics leader known for world-class customer and vendor service. To strengthen vendor relationships and accelerate operational efficiency, they invested in customer portal development to modernize how 3PL vendors interact with the company and internal teams.

Business Challenges

Fragmented vendor communication and no single place for quotations, bookings, and invoices, which undermined the value of customer portal development as a solution.

Delayed payment realization due to poor follow-up and scattered documentation.

Declining bookings and sales performance driven by process inefficiencies and lack of KPI visibility.

Limited collaboration between 3PL vendors and internal sales/support teams, causing backlogs and slow issue resolution.

Solution

We proposed and delivered a unified customer portal development solution for 3PL vendors that included:

A single web portal to manage quotations, bookings, invoices and shipment status.
Role-based access and secure logins so vendors, sales and support could collaborate safely.
A powerful dashboard that surfaced key KPIs (bookings, invoice aging, follow-ups) for real-time decision making.
Integrated communication flows and scheduler tools for automated follow-ups and reminders to accelerate payment realization.
Workflow automation to reduce manual handoffs and backlog in the sales cycle.

Our Approach

Discovery & Strategy

Conduct in-depth analysis and identified key inefficiencies.

Tech Implementation

Integrated AI-powered tools to steer development activities.

Deployment & Support

Launched the solution and provided continuous support.

Our Steps

Discovery

Conduct stakeholder interviews, map vendor and sales workflows, and define acceptance criteria for customer portal development. Focus areas: quotation lifecycle, booking flows, invoice reconciliation, and follow-up triggers.

Design & Prototype

Create UX wireframes and interactive prototypes for the customer portal development — vendor dashboards, booking forms, invoice views, and KPI widgets. Validate with pilot vendors and internal teams to ensure the portal reduces friction.

Build, Integrate & Launch

Agile development of the customer portal development solution with API integrations (ERP/TMS), role-based access, automated notifications, and analytics. QA, pilot rollout, vendor onboarding and training, followed by full launch and post-launch support.

Outcome

Vendors and internal teams now use one portal to coordinate quotations, bookings and invoices, removing fragmentation.

Improved sales cycle efficiency through scheduled follow-ups and KPI visibility.

Reduced process backlog and faster issue resolution due to centralized communication.

Noticeable improvement in vendor satisfaction and operational throughput as a result of the customer portal development.
Key results: Unified portal to manage sales • Simple and easy to use • Improved sales • Improved service

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