What leaders see
Teams keep working around the system.
Customers, sales, operations, and finance still rely on email, spreadsheets, screenshots, and manual status checks.
Services
Ecommerce · 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
Workflow problems happen when customer, order, pricing, inventory, and fulfillment rules live in separate places and the interface hides that fragmentation instead of resolving it.
What is actually happening
The workflow lacks one governed path.
Rules and records are spread across tools, so each handoff creates a chance for delay, rework, missed context, or bad data.
What gets worse
Portal workflows create more exception work.
The front end looks cleaner while the back office absorbs the mismatch between what users request and what systems can trust.
02
What Changes
What this work should improve.
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
Where this work touches your business.
Partner workflow layerWhich partner workflows should move out of email, phone calls, and disconnected portals first.
Governance dependencyThe workflow needs live ERP rules, clean account data, governed AI boundaries, and clear handoffs before users can trust the portal experience.
Workflow records involved
customers
catalog
contract pricing
available inventory
orders and invoices
What Launchpad captures before Metrotechs scopes delivery
- Which system owns the record of truth.
- Where manual work or reconciliation enters the workflow.
- Which integrations, rules, or data cleanup have to come first.
Bring the problem into Launchpad
Build the Roadmap before you build the solution.
Launchpad documents what is wrong, captures what your team knows, and connects this service to the business outcome it needs to improve.
Built around the people, processes, records, and decisions that make the business work.
Measured by what becomes easier, clearer, safer, or more reliable after launch.
04
Delivery sequence
How the work moves from problem to measurable change.
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.