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Portals & Integrations

Portals & Integrations

Choose a portal when customers or suppliers keep emailing for updates or sending documents back and forth. Choose systems and API integration when staff copy the same details from one tool into another. Many projects need a bit of both. PayBlah’s customer invoice portal and the Field 2 Service customer portal are examples from our own products.

Two people reviewing plans together
Application assistant

Can our team join the next workshop? We need four places.

Illustrative workflow

A complete application, ready to review

Request
Four workshop places
Details
Preferred dates and course captured
Next step
Coordinator confirms availability

Human review before action

Fictional examples. Explore the tabs to see different applications.

What changes

Make the everyday work easier.

We agree what a useful result looks like before the build starts.

Fewer ‘any update?’ emails

Details entered once

Better use of the tools you already pay for

Inside the project

The right pieces, working together.

Cut routine admin with a portal for customers and suppliers, or by joining up the tools your team already uses.

What we can build
  • Customer and supplier portals
  • Document upload and approval flows
  • API and webhook integrations
  • Data mapping and migration
  • Monitoring for failed connections
A sensible starting point

One clear job.
A version you can try.

We map the process, build the useful path and test it with the people who will use it. Access, approvals and support are agreed as part of the project.

Explore the services

Go deeper where you need it.

01

Portals & Web Applications

One clear place for customers or staff to handle requests, updates, documents and approvals.

Portals & Web Applications
02

Systems & API Integration

Get the software you already use passing the right information between systems.

Systems & API Integration

A useful fit

Does this sound familiar?

  • Customers regularly email to ask where things stand
  • Staff copy the same details between systems
  • A new tool has to work alongside older software

Practical next steps

See where this fits.

01

Planning a customer portal

Decide what customers should see and do online, what stays with your staff and what a portal needs from your existing systems.

Read: Planning a customer portal

Start a conversation

Let’s make it work better.

Tell us what happens today and what you would like to improve. We’ll help you find a sensible starting point.

Talk to Rykai