Less calls.

More self-service.

Give your customers a secure online access within a few days, a customer portal – with login, document area and status display. Less phone, less email, more structure.
The Problem

Your team answers the same questions every day.

"Can I get my current invoice again?" "Where is my order right now?" "Can you send me the contract?"

Your team answers these questions by phone and email – manually, over and over, with increasing effort. Yet most customers don’t want that at all: they want to find the answer themselves, instantly, without waiting.

You don’t need a larger support team, and you don’t have to become support superheroes. You need a space where customers can handle the most important things themselves.

What is included in the sprint

7 - 30 days

In 30 days you’ll get a functional, secure customer portal – integrated with your existing system.

Included

  • Secure login with role system: individual users, company accounts, permission levels
  • Self-service dashboard: open cases, invoices, documents, master data
  • Document and contract area: customers view their documents themselves
  • Ticket and request system for structured communication instead of email chaos
  • Status display for ongoing processes – customers see the status without calling
  • Integration with your existing system (ERP, CRM or own database) – if available and desired
  • Responsive interface in corporate design
  • Training and documentation for your team

Not included

  • Native mobile apps – by arrangement
  • Migration of historical data from multiple legacy systems – will be developed separately in parallel as needed
  • Ongoing operation, hosting management or 24/7 support after go-live – we do offer it at a low cost
Process

How Your 30-Day Sprint Works

01

Analysis

We clarify which data your customers need, which systems need to be integrated, and what is realistically achievable in the sprint.

02

Architecture & Framework

Login system, permission management, and integration with your existing system are built and tested.

03

Implementation with Feedback Loops

Document area, ticket system, and status display are implemented. You see the progress live and provide direct feedback.

04

Go-Live, Testing and Training

Final test with real customer accounts, training of your team, and live launch.

60%
Fewer requests
Typical reduction of support tickets
24/7
Availability
Customers help themselves – even at night
7 days
Days
From kick-off to go-live
100%
Self-Service
Invoices, contracts, status – all online
"We don't believe in long IT projects.
We believe in results."
"Frederic Darmstädter" , "Digital Expert & Software Specialist"

Frequently Asked Questions about the Customer Area Sprint

01. We don't have a modern CRM or ERP. Does it still work?
Yes. We work with whatever is available – whether SAP, an Access database, a custom-built solution, or software without an API. In the sprint we focus on the data your customers truly need. Further integrations can be added step by step.
02. How many customers can use the area?
The customer portal is designed for hundreds to thousands of concurrent users. We rely on an architecture that scales with your customer base – so you don't have to rebuild everything when you reach 500 users.
03. How secure is such a customer portal?
Security is the starting point, not an add‑on. Login, permission control, and data segregation are cleanly implemented from the beginning. No customer can see another customer's data.
04. What can our customers see and do in the portal?
We’ll define that together at the start. Typical functionalities include: viewing invoices and documents, checking order status, submitting inquiries, and tracking the progress of ongoing processes. Additionally, there’s a ticket system for structured communication.
05. Can the portal be expanded later?
Absolutely. The sprint delivers a solid, extensible foundation. Afterwards you can gradually add further features such as automated notifications, additional document types, or an internal dashboard.

Every support conversation your team conducts could be handled by your customer themselves.

Let's clarify in 15 minutes how a digital customer portal reduces your effort.

workingbits.de