Bomshteyn
Consulting

Canadian-led · Serving businesses across the US and Canada

Customer and vendor portal development

Give customers, clients, vendors and partners a clear place to do their part of the work. We build custom B2B portals that connect self-service to the orders, accounts and operational records your staff already need to manage.

Discuss your portal

  1. 01

    Sign in

    A focused place for each participant.

  2. 02

    Act

    Submit, review or retrieve what the workflow needs.

  3. 03

    Connect

    The action reaches the operational record behind it.

Turn outside requests into a connected workflow

A portal earns its place when a customer or partner can complete a useful task and the result reaches the right operational record. Our portal development work connects that outside experience to the staff workflow behind it.

01

Vendor and buying-group portals

We built a buying-group portal that connects vendor onboarding, buyer commitments, warehouse handoffs and invoice processing. Vendors have an approval and agreement workflow, while buyers and agents can follow deals and record commitments.

Warehouse teams schedule drop-offs and create receipts, and drivers record pickups with photos. Vendors can upload invoice PDFs, with extraction preparing draft orders for review. The portal brings each participant's next action into the wider operational process, giving administration a record of the handoffs it needs to manage.

02

Client accounts and document self-service

Our pooled-trust portal brings online applications, client accounts and monthly statements into one system. Applicants complete a structured application, staff review it and approved applications become accounts with their own ongoing workflows.

Clients can retrieve prior statements from an archive while staff manage bill decisions, deposits and recurring payments. That makes the client portal part of the same account lifecycle as administration. For a new project, we map which documents, statuses and actions will be genuinely useful to the person signing in.

03

Provider and customer ordering portals

For a specialty distributor, we built provider self-service connected to patient records, orders and serialized inventory. Providers manage their patients and submit orders, while internal teams work with product records, documentation, payments and returns.

The system supports separate roles for administrators, sales representatives, providers and organization teams. This is the kind of operational detail a customer portal needs to reflect: who can act, which records belong to the task and what happens after submission. The interface and back office are designed around the same workflow.

04

Owner and operator reporting portals

Our vending-fleet portal brings machine status, maintenance, stock and sales into an operating view. Owners and staff can review locations, individual machines and wider sales trends, with Excel reports available for further reporting.

Machine data arrives through an API and connects to the records people use to follow the fleet. This shows another role for portal development: making operational information useful to the people responsible for it. The first scope can focus on a concrete question, status view or action before expanding into a broader workspace.

Start with the person and the task

Delivery is Canadian-led, with our senior developers in Europe building Laravel/PHP portals. Paid discovery maps the outside user's task and the internal workflow, then phased builds connect the two.

  1. 01

    Define roles and the first journey

    We identify who will sign in and what each group needs to accomplish. Discovery covers the current forms, inboxes, spreadsheets and business systems behind that task.

    Read-only review is the starting point for existing records. We define the access controls and permitted actions for each role, then choose a focused first journey with a clear operational result.

  2. 02

    Build the connected workflow

    The first build joins the portal action to its underlying order, account or document record. We review the screens and the resulting staff workflow together, using representative examples.

    Human approval stays at consequential decision points, as in our bill-review and invoice-to-draft workflows. Your team can check both sides of the handoff before introducing the portal to daily work.

  3. 03

    Extend self-service in useful phases

    Later phases can add another participant group, an integration or a document workflow. We consider how each addition changes the back office as well as the outside user's experience.

    This keeps portal development anchored to the operation. The owner can choose the next self-service task based on the work it enables and the records it needs.

Portals connected to real operations

These projects show vendors, clients, providers and fleet owners using portals alongside internal teams. Explore the workflows behind invoice uploads, statement access, ordering and operational reporting.

Questions about customer, client and B2B portals

What is custom portal development?

It is the work of building a focused online workspace around a business relationship and its tasks. That might mean a client retrieving a statement, a vendor submitting an invoice or a provider placing an order. The portal connects those actions to the operational records behind them.

Can one portal serve several types of users?

Yes. Our buying-group work includes vendors, buyers, agents, warehouse teams and drivers. We map each group's responsibilities and build the relevant workflow for it. The shared system keeps the handoffs connected while each participant has a defined task to complete.

Can a portal connect to our existing business software?

We review the available APIs, exports and database access during discovery. A portal can sit alongside an existing operational system when the connection supports the required workflow. We agree which system owns each record and how the portal's actions reach the staff who need them.

Can clients download documents and follow account activity?

Our pooled-trust portal includes a monthly statement archive for clients, alongside account and application workflows. For your project, we identify which documents and activity belong in self-service. That scope follows the relationship with the client and the information the underlying system can provide.

What should the first portal phase include?

Start with a task that outside users repeatedly ask staff to do for them. We map the information, access and internal follow-up needed to complete it. Paid discovery turns that journey into a first build scope that your team can review before expanding self-service.

Related services

Give your customers and partners a useful place to work.

Bring the forms, requests and document handoffs your team handles today. We will help define a first portal journey that connects self-service to the operational system behind it.

Start a project brief
DWG SVC · 01
Label Portal development
Rev A
Sheet 01