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ecommerce, ENTERPRISE

Customer Portal
for Audio-Visual
Systems Integrator

The platform allows enterprise customers to easily manage multiple orders and thousands of pieces of equipment at the same time.
Seven / Expertise / Customer Portal for Audio-Visual Systems Integrator

Main Features

The major professional audio-visual integrator dominating in the Southeast of the USA came with a request for a Customer Portal development to optimize the communication process with the clients by providing complete 24/7 access to up-to-date specific account-related information. An online platform developed from scratch lets users have a clear understanding of the projects and cases that are currently in progress.

Order details and tracking

Invoices download

Credit status check

Access to available discounts

Advanced product descriptions and Calendars

Real-time inventory check (location, warranty status, serial number)

Our client helps to design, install, and maintain audiovisual systems for different-size businesses. Projects range from small conference rooms to large auditoriums. Some of his customers have hundreds of active projects and orders often include large amounts of items delivered at different time.

Value Delivered

After the launch of the web application, we got notified about 2-fold improvement in the efficiency of the customer support department. The successfully released final product helped to decrease the number of customers’ emails by 84% and the number of calls up to 91%.

Mac

Users, Roles, and Permissions

Users, roles, and permissions are defined in database tables. Avoiding hard-coded definitions of roles and permissions provides a wide flexibility in the future.

Permissions

The permissions table has basic CRUD permissions for each model.

Companies

Users may be assigned to multiple companies.

Users are assigned to companies

Companies can have a parent company. Anyone with access to the parent company has access to all children companies.

Users with the Customer role are only able to see the companies they have access to.

Roles

Roles determine what users can access. Although there are only two currently existing roles, further development may involve the bigger number of roles.

Administrator

Responsible for the portal management. All policies and gates should allow the requested action for users with this role

Customer

Assigned to customer accounts. Customers with this role have access only to the data of the company they're assigned to

Users

The Customer Portal is designed with the end-user in mind. The primary users are enterprise customers. When using the platform, customers have:

Multiple facilities

A multitude of open projects and service cases

Parent companies, subsidiaries or divisions

Multiple points of contact with varying roles

Today, these factors affect earlier complex relationship between our client and larger customers. The customer portal simplifies and centralizes the information flow within a company’s relationship with the client

Modules and Features

The customer portal is organized into these modules

Dashboard

Provides customers with a snapshot of current activity. All references to the projects or service cases link directly to their detail page

Open projects

Feed of most recent activity

Open service cases

Feed of most recent news

Assets

The product database that is accessible by both – the customer and the company. The company’s service department can use this to help locate equipment and determine the warranty status

Detail page for each project showing item name, serial number, location, system, various text fields

List of all assets

Assets

The product database which is available for both – the customer and the company. The company’s service department can use this to help locate equipment and determine the warranty status

Detail page for each project showing item name, serial number, location, system, various text fields

List of all Assets

Project

Allows customer to browse all their projects and project details:

List of all projects

Team members

Project status

Files and folders

Contact information

Downloadable individually or multiple as a zip

Various text fields

Services

Users can browse all their service. Like the project module, the client can view basic information and the Сustomer Portal team working on the service. The customer can track the status of a case

Detail page for each project showing Service Id, Service Name, Sales representative, Expiration date, Various text fields

List of all Services

Services

Users can browse all their service. Like the project module, the client can view basic information and the Сustomer Portal team working on the service. The customer can track the status of a case

Detail page for each project showing Service Id, Service Name, Sales representative, Expiration date, Various text fields

List of all Services

Technology Stack

Back-end

Laravel

Maria DB

Front-end

HTML5

CSS

Redux

Material-UI

React JS

Other

NGINX

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