Enterprise Customer Portal and ERP Integration for Manufacturing Company

The client faces inefficiencies in order management and customer communication channels, relying heavily on manual processes via telephone and email, which slows order processing and leads to redundant data handling. The existing system lacks a unified platform to provide real-time order information, facilitate direct order and quotation requests, and integrate seamlessly with internal ERP systems, hindering scalability and customer satisfaction.

A mid-sized manufacturing firm specializing in industry-standard fire pump controllers, with a global presence and a focus on streamlining customer interactions and internal operations through digital solutions.

• Modernize customer engagement by developing a web portal and mobile application to facilitate access to order and account information.
• Automate order entry and quotation processes to increase order volume and reduce manual workload for sales and customer service departments.
• Integrate the web and mobile applications directly with the existing ERP system to ensure real-time data synchronization and consistency.
• Enhance internal operational autonomy and improve response times for customer requests.
• Lay a foundation for future phases to add functionalities such as online payments, order tracking, and advanced analytics.

• Customer authentication and profile management
• Access to existing order details and documents stored in ERP
• Order creation and submission directly through the portal
• Quote requests with real-time approval workflows
• ERP system synchronization ensuring real-time data consistency
• Role-based permissions for employees and customers
• Notification system for order updates and communications
• Payment processing integration (future phase)

• Existing ERP system for data synchronization
• Payment gateway (planned for future implementation)
• Notification and email services

• System must support high availability and scalable infrastructure to handle increasing order volumes
• Strong security protocols, including data encryption and access controls
• Responsiveness across multiple devices and browsers
• Real-time synchronization with ERP to ensure data accuracy

The implementation is expected to streamline the order processing workflow, reducing manual efforts and order turnaround times. Improved data accuracy and real-time ERP integration will enhance operational efficiency and customer satisfaction. Anticipated benefits include increased order volume, higher productivity of customer service teams, and a scalable foundation for future feature expansions.