What is included

The value of an account is measured by how many support requests it removes. That is the criterion for deciding which functions it needs.

Discuss the scope

Authentication

Login by phone or email, account recovery, a second factor for sensitive sections.

Order history

Statuses, contents, totals, repeat order in one click.

Documents

Invoices, acts and delivery notes from the accounting system, available to download.

Personal terms

Individual prices and discounts for clients working under a contract.

Exchange with accounting

Data is pulled from the accounting system rather than maintained by hand.

Notifications

Email and messengers on a status change, so the client does not have to ring and ask.

How the work runs

From six weeks. The timescale depends on how ready the accounting system is to hand over data.

01

What we are removing

We collect a list of the most frequent support requests. The account has to close exactly those.

02

Design

Roles, permissions, the sections, the data exchange scheme.

03

Development

Interface, authentication, integration with accounting, notifications.

04

Launch

Inviting clients, instructions, measuring how many requests went away.

A customer account holds personal data, and the data protection requirements apply to it in full. Consent at registration, a processing policy, access separation, activity logging. This is built into the project rather than added after launch.

Frequently asked questions

They will, if the account solves a real pain: checking a status, downloading closing documents, repeating an order. An account for the sake of an account, holding nothing but a profile and an empty history, genuinely is of no use to anyone.

The standard set: encrypted connections, limits on login attempts, a second factor for access to documents, activity logging, no unnecessary data in the interface. Card numbers and identity document details do not need to be stored in the account.

Then the data has to be entered by hand and the account becomes a source of discrepancies instead of a help. If exchange is technically impossible, it is better to start with a minimal version holding only documents that are exported on a schedule.

We will design a customer account

Tell us what clients contact you about most often. We will build the account around those tasks rather than around a pretty profile page.