Softment

Solutions

B2B Portals

B2B portal development for UK teams with partner workflows, approvals, and account-level operational visibility.

Timeline7-11 weeks
Starting at$2k

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

1
2 weeks

Discovery

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

2
7-11 weeks

Build

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

3
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

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.

Regional

Delivery considerations for your region

Compliance & Data (UK/EU)

For UK teams, we default to GDPR-first thinking: data minimisation, purpose-limited storage, and clear access boundaries.

We can work under a DPA (template available on request) and implement practical retention/deletion flows when needed.

  • GDPR-first patterns (minimise, restrict, document)
  • DPA template available on request
  • Retention/deletion and export flows where required
  • Least-privilege access and secure session handling
  • PII-safe logging + secure-by-default configuration
  • NDA available for early-stage discussions

Timezone & Collaboration (UK/EU)

We align to UK time and EU overlap (GMT/BST with CET-friendly windows) for fast feedback cycles.

We keep the process lightweight: async updates, clear priorities, and written decisions to avoid ambiguity.

  • UK/EU overlap with GMT/BST windows
  • Async-first delivery with documented scope
  • Weekly milestones and structured demos
  • Clear escalation path for blockers
  • Tight change control with clear sign-offs

Engagement & Procurement (UK)

We support typical UK procurement flows with clear scopes, change control, and invoice cadence.

If you prefer a discovery-first engagement, we can run a short paid discovery to lock requirements before build.

  • GBP-based engagements and invoicing options
  • Discovery-first option to reduce delivery risk
  • Milestone-based billing when appropriate
  • Transparent change control and sign-offs
  • Vendor onboarding pack on request

Security & Quality (UK/EU)

We build for reliability and maintainability: clean PRs, tight review loops, and test coverage that matches risk.

Performance budgets and release checklists keep launches predictable—especially when multiple stakeholders review changes.

  • CI-friendly testing: unit + integration + smoke tests
  • Performance budgets + bundle checks (Core Web Vitals-minded)
  • Structured release notes and rollback-safe deployments
  • Security checklist for auth, roles, and data flows
  • Observability hooks (logs + error tracking) ready for production
Ready to start?

Want to scope this properly?

Building a B2B portal for UK customers or partners? Share requirements and we’ll provide a scoped plan. GBP-based engagements.

Reply within 2 hours. No-pressure consultation.