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Case study: B2B portal

Case study

B2B partner & ordering portal

Role-based access, contract pricing, approvals, and self-service reporting for distributors and internal account teams.

We delivered a secure web application integrated with the client’s CRM and finance systems so partners could place orders, track fulfilment, and download statements without calling support.

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B2B portal case study

Challenge

Inconsistent spreadsheets and email approvals slowed order cycles. Auditors required clear segregation of duties and an immutable trail for pricing changes.

Solution

  • Fine-grained RBAC with SSO (SAML) and optional MFA for privileged roles.
  • Workflow engine for quotes, approvals, and credit holds with notifications.
  • BI-style dashboards fed from a governed data model—not ad-hoc exports.

Outcome

Shorter order-to-cash cycles, fewer pricing errors, and a foundation to add AI-assisted demand hints and anomaly detection on transactional data.