What leaders see
Customers and partners still ask for status manually.
The portal exists, but email, calls, spreadsheets, and internal screenshots remain the dependable path.
Services
Ecommerce · Customer Portals
Ecommerce and Customer Portals
A customer portal built on your ERP, not around it. Customers want to reorder, check an invoice, or track a shipment without calling anyone. That only works if the portal reads live account data from your ERP -- not a nightly export that's already stale by the time someone logs in.
01
The Problem
Customer Self-Service Stops At The Login Screen
Portal problems begin when a cleaner interface is placed over fragmented records, permissions, and workflows without resolving who owns the transaction and what each audience may see.
What is actually happening
The experience is disconnected from the operating record.
Pricing, inventory, orders, documents, permissions, and exceptions do not follow one governed path.
What gets worse
Self-service creates back-office exception work.
Users see incomplete or stale information while internal teams reconcile what the portal accepted.
02
What Changes
What Ecommerce and Customer Portals includes.
Customers want to reorder, check an invoice, or track a shipment without calling anyone. That only works if the portal reads live account data from your ERP -- not a nightly export that's already stale by the time someone logs in.
01
Account-Level Pricing
Each customer sees their own negotiated pricing, contract terms, and available discounts -- pulled from the ERP, not maintained separately in the portal.
Related service02
Order History & Reordering
Full order history with one-click reorder from any past invoice or line item. No re-keying a purchase order the customer has placed a dozen times before.
03
Live Inventory & Delivery Status
Customers see current availability and real shipment status instead of calling to ask if something is in stock or on the truck.
Related service04
Self-Service Billing
Customers view and pay invoices, download statements, and check credit status without opening a ticket with your AR team.
Related service05
Support Case Tracking
Returns, warranty claims, and service requests are logged and tracked in the portal instead of scattered across email threads nobody can find later.
06
Usage & Engagement Reporting
See which accounts are active, which have gone quiet, and which products each customer actually buys -- the data your sales team needs to have a useful conversation.
Related service03
How It Fits Your Operations
How Ecommerce and Customer Portals fits your operation.
Manufacturing PortalsWhich audience needs which records and actions without exposing internal systems or another party's information.
Governance dependencyThe portal needs explicit permissions, governed source records, transaction ownership, and exception paths before external users can rely on it.
Permissioned records and actions
accounts and roles
pricing and products
inventory and orders
documents
status and exceptions
What must be defined before engineering begins
- What the business needs to change and why.
- Which systems, records, risks, and readiness gaps shape the work.
- What should be built, how it fits the architecture, and in what order.
Related Services and Planning
What the operating problem may require next.
Follow the dependencies behind this service instead of treating it as an isolated project.
01
Integration Engineering
Connect the portal to the governed records and transactions it is allowed to expose.
Explore next step02
Operational Analytics
Give portal users and internal teams consistent status, measures, and operating context.
Explore next step03
Workflow and Exception Automation
Route requests, approvals, documents, and exceptions beyond self-service.
Explore next step04
Launchpad assessment and Roadmap
Use Launchpad when the operating problem needs a structured assessment, readiness evidence, architecture, and implementation Roadmap.
Explore next stepStart With the Operating Problem
Define the smallest sound response and delivery sequence.
Metrotechs determines what the operation actually requires before selecting technology. When a structured assessment is warranted, Launchpad turns evidence into priorities, risks, architecture, and an implementation Roadmap.
Metrotechs designs, builds, integrates, and supports the approved solution.
Launchpad is available when the engagement needs assessment evidence, a Roadmap, and ongoing delivery governance.
04
Delivery sequence
How Metrotechs delivers Ecommerce and Customer Portals.
Customers want to reorder, check an invoice, or track a shipment without calling anyone. That only works if the portal reads live account data from your ERP -- not a nightly.
01
Customer Journey Mapping
Interview customer-facing teams and a sample of accounts. Identify the five or six requests that generate the most calls and emails today.
02
Integration Architecture
Connect the portal to your ERP for pricing, inventory, orders, and invoices, and to your CRM or support system for case history.
03
Build & Iterate
Build against real account data from the start, with a small group of customers reviewing the portal before it's finished, not after.
04
Pilot With Real Accounts
Launch to a mix of account types and sizes. Watch what they actually use versus what was assumed to matter, and adjust before full rollout.
05
Rollout & Support Handoff
Migrate the remaining accounts, retire the manual workarounds it replaces, and hand support teams a clear picture of what the portal now handles.
05
FAQ
Questions that usually decide the scope.
Straight answers to what operators ask before committing budget to this work.
No, but it helps. If you have one, the portal can surface case history and account ownership alongside ERP data. If you don't, the portal can carry basic case tracking on its own -- we scope that during discovery rather than assuming.