Custom Apps & Portals

Build a focused application around a defined customer or staff workflow.

Overview

This proposed service develops scoped web or application experiences for specific users and tasks. Discovery establishes the data, roles, integrations, and acceptance tests before implementation begins.

Who it helps

Businesses with a workflow not served well by existing tools
Organizations needing customer, dealer, or staff portals

What it can do

Map user roles, screens, and task flows
Build agreed forms, records, and status views
Implement assessed permissions and validation
Test defined journeys and document release requirements

Example in practice

A distributor wants dealers to submit service requests and view progress. A prototype defines dealer and staff roles, then tests that each dealer can see only its authorized requests before a release is considered.

How it works

Tell us your needs
Define the intended audience, desired outcome, and agreed scope. Provide the user groups, workflow, and measurable acceptance criteria.
Configure and test
Prepare a limited sample using approved material and assess identity, hosting, database, and external systems selected for the project. Review accuracy, permissions, and the service-specific limits before proceeding.
Begin using it
After you approve the sample and delivery plan, use the agreed outputs or workflow. Review exceptions and requested changes with a named contact.

What we need from you

The user groups, workflow, and measurable acceptance criteria
Approved data fields and access responsibilities
Available source systems and deployment requirements

Connections

No named integrations have been verified for this proposed service.

Requires assessment

Identity, hosting, database, and external systems selected for the project
Existing applications and import or export requirements

Your control

Within your agreed scope

Process only the defined application steps after acceptance and authorization

Requires your approval

Approve scope, data collection, permissions, and release
Authorize paid infrastructure or material changes separately

Meaningful limits

Mobile app-store delivery and native features require separate assessment
No implied support for all requested integrations

Common questions

Can the portal replace a spreadsheet?

Possibly, but the discovery should first establish the workflow, roles, and data rules the spreadsheet currently represents.

Will each customer see only their own records?

That should be an explicit requirement with negative access tests, not an assumption based on the screen design.

Does this include an iPhone and Android app?

Not by default. Native apps, signing, store submission, and device testing must be specifically scoped.