What we build
Internal Portals
A counter rep needs to request a credit: check the order in the ERP, find the invoice in a shared drive, email accounting, then wait. A branch manager needs a price exception: one form for finance, a spreadsheet for the regional director, and a phone call to make sure someone saw it. Every routine task crosses three systems and two inboxes, and each crossing is a place for the work to stall or disappear.
An internal portal gives employees one place to do that work. Requests, approvals, status, and documents live in a single queue with the data from your other systems pulled in alongside—so a task starts and finishes in one screen instead of five.
When you need this
- Routine internal requests—credits, price exceptions, purchase requests, time-off, new item setup—each follow a different informal path.
- Employees keep personal spreadsheets because the official systems do not show them their own open work.
- Branch or field staff call the office to ask "did anyone do anything with my request?"
- You have ERP licenses you pay for but barely use, because the ERP screen is too hostile for occasional users.
- Onboarding a new employee means teaching them which of six systems handles which task.
What the system does
- Gives each role a home screen of their open work: requests to make, approvals waiting on them, items coming back for correction.
- Pre-fills forms with live data from the ERP and other systems—customer, order, item, price—so people select instead of re-type.
- Routes each request through the right approval chain automatically, with the full history attached.
- Shows requesters real-time status, so "where is it?" stops being a phone call.
- Writes completed work back to the system of record; the portal is the front door, not another database to reconcile.
What an internal portal looks like
One queue per employee: what they submitted, what needs their decision, and what came back—with the ERP data already attached.
Concept Interface — illustrative content, not a client system
My Work Queue — Branch Operations
R. Calloway · Tulsa branch
| Request | Submitted | Waiting on | Reference | Status |
|---|---|---|---|---|
| Credit request: damaged fittings, order 55410 | Mar 18 | Accounting review | INV-90112 · $1,240 | Awaiting cost confirmation |
| Price exception: HX-220 below contract floor | Mar 17 | Regional director | CUST-4471 · Quote 88231 | Margin below approval threshold |
| New item setup: 3 vendor SKUs, packaging line | Mar 14 | Purchasing | VEND-208 | Vendor response overdue |
| Return authorization: wrong item shipped | Mar 12 | Complete — credit posted | RMA 993 | Complete |
| Purchase request: forklift inspection due | Mar 11 | Fleet manager | UNIT-17 | Ready pending inspection |
Status updates arrive by email and in the portal — no phone calls to accounting.
How it connects to your existing systems
The portal is a front door, not a silo. It reads customers, orders, items, and prices from your ERP or accounting system, authenticates against your existing directory where possible, and writes finished work—approved credits, released orders, new item records—back to the system of record through our integration layer. Notifications ride your normal email. Underneath, the same workflow engine that runs approvals runs the routing here; the portal is how your team sees and drives it.
Related problems and industries
- Manual data entryThe re-typing between systems that portals eliminate.
- Disconnected spreadsheetsThe shadow systems employees build when official tools fall short.
- Wholesale distributionBranch and counter teams with more requests than ERP screens.
- Contract manufacturingOffice, floor, and engineering sharing one work queue.
Common questions
- No. An intranet publishes information; an internal portal completes work. There are no news feeds or policy pages here—every screen exists to start, decide, or finish a specific operational task.
- Sometimes you should. But ERP screens are built for power users who live in them all day. Occasional users—a branch manager submitting one credit request a week—forget the steps between visits, and each license is priced for daily use. A portal gives those users exactly the three screens they need, with the ERP doing the record-keeping behind the scenes.
- By making it the fastest path, not an extra step. If the portal pre-fills the order, customer, and amount, submitting a request there is quicker than the email it replaces—and it comes with status visibility email never had. We roll out one request type at a time and retire the old path once the new one sticks.
- Yes. The portal is built mobile-first, because much of the work—yard checks, delivery confirmations, inspection sign-offs—happens away from a desk.
Count how many systems one routine request crosses today.
A Workflow Review maps that path and shows what one front door would save.