Solutions

B2B Portals

Build secure B2B portals for partner workflows, account management, approvals, and operational reporting.

Timeline7-11 weeks

Starting at$2k

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Who It's For

Perfect for

Companies managing distributor or partner networks

Teams needing account-based operational workflows

Organizations replacing email/spreadsheet coordination

B2B businesses with approval-heavy processes

Enterprises needing secure external collaboration portals

Use Cases

Built for these scenarios

Partner onboarding and account management

Distributor ordering and fulfillment portals

Vendor collaboration and approval workflows

B2B customer support and service portals

Account-level pricing and entitlement systems

Document and compliance management portals

B2B analytics and reporting dashboards

Order tracking and SLA management interfaces

Deliverables

Everything you receive

B2B portal architecture with role-based account structure

Partner and customer onboarding workflows

Approval chains and workflow state management

Account dashboards with operational visibility

Secure document and communication modules

Audit trails for compliance and accountability

Integration-ready APIs for ERP/CRM systems

Performance and reliability baseline for production

Technical documentation and team handoff

Roadmap for phased module expansion

Timeline

Typical timeline

2 weeks

Discovery

Define B2B journeys, account models, access controls, and approval flows.

7-11 weeks

Build

Build partner/customer workflows, dashboards, and integration layers.

2 weeks

Launch & Stabilize

Deploy, train stakeholders, and optimize high-frequency operational paths.

Metrics

Success metrics

Faster partner and customer onboarding

Reduced turnaround time for approval workflows

Improved account-level operational visibility

Higher process consistency across teams

Scalable portal foundation for new modules

Considerations

Risks & assumptions

Unclear role/access matrix can delay implementation

Integration complexity varies across legacy systems

Stakeholder process alignment is needed early

Document/compliance scope may expand requirements

You might also need

CRM & ERP Systems Enterprise Portals Backend Development Maintenance & Support

AI Capability Layer

Add AI to this solution

Common AI modules teams add to accelerate support, ops, and internal workflows—without rebuilding the core product.

AI Agent Development

Agents that take actions via safe tools, approvals, and logs.

RAG Development Services

Document-grounded Q&A and search with citations and tuning.

n8n Automation Services

Event-driven automations with retries, idempotency, and monitoring.

Start with a fixed-scope gig

If you want a quick pilot, these gigs ship fast with clear scope, deliverables, and handoff.

AI Chatbot for Business (Gig)

Fixed-scope support/lead chatbot with RAG and handoff.

AI Automation for Operations (Gig)

n8n workflows wired with webhooks, retries, and audit-friendly logs.

FAQ

Frequently asked questions

Yes. We model account hierarchies and role permissions to support different partner or customer groups.

Yes. We implement approval chains with full event tracking and accountability history.

Yes. We add API/webhook integrations and synchronization workflows with existing systems.

Yes. Security controls, role restrictions, and secure data handling are core design priorities.

Yes. We often launch core account workflows first and expand modules iteratively.

Yes. B2B operational and account-level reporting can be included based on your KPI needs.