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.
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%.
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
Maria DB
Front-end
Redux
Material-UI
