Customers ask for the same updates
Staff spend time finding status, balances, documents or results that could be presented securely on demand.
Customer portals and dashboards / NZ + Australia
Give customers a clear, secure place to get things done.
We design customer portals and business dashboards for self-service, shared information, progress tracking, documents and account-specific actions.
A strong fit for
Businesses that repeatedly answer status questions, exchange documents or prepare account information manually for customers and partners.
When to consider it
Start with the business friction.
A portal is valuable when it removes uncertainty or delay from an ongoing relationship. The best starting point is the small set of information and actions customers ask for repeatedly.
Information is exchanged through email
Forms, files and approvals are difficult to track, and neither side has one reliable history of the interaction.
Reports take too long to prepare
Account or operational data exists, but turning it into a useful customer or management view is still manual.
How your project is quoted
Start with your workflow, users, existing systems and the change you need. We agree a useful first release and prepare an estimate around its design, development, integrations and testing. Support and later releases are scoped separately. There is no fixed price or delivery promise before we understand the work.
Based in Christchurch, we work with businesses across New Zealand. Discuss your software project.
What the work should improve
A useful result, not a feature inventory.
01
Offer useful self-service without hiding human support
02
Show customers the right account information securely
03
Reduce repeated status and document requests
04
Make performance and progress easier to understand
05
Connect the portal to the systems that hold the source data
Our own product / FiveStar Loyalty
See how we connect customer experience, operations and analytics.
Our flagship SaaS shows how Apple and Google Wallet rewards, staff checkout tools, campaigns and a merchant dashboard work together in one connected platform.
What can be delivered
A complete path from decision to usable software.
A portal or dashboard can begin with one high-value customer journey and expand as adoption shows which additional services are useful.
01
Secure account experience
Authentication, account relationships, permissions and a clear home for each user's relevant information.
02
Self-service workflows
Requests, forms, bookings, approvals, uploads or other actions designed around the relationship.
03
Dashboards and reporting
Focused metrics, progress and history presented with enough context for users to act.
04
Administration and connections
Internal tools and integrations for managing users, content, exceptions and source data.
How delivery works
Make the important decisions before they become expensive.
- Step 01
Identify recurring customer needs
We review the questions, requests and account interactions that create the most friction for both sides.
- Step 02
Design access and journeys
We define who can see what, the actions they can take and how complex information should be explained.
- Step 03
Build the portal and admin tools
Customer experience, source-data connections and internal management functions are developed together.
- Step 04
Launch and improve adoption
After testing, real usage shows where guidance, content or added self-service will create the most value.
Before you enquire
Common questions
Clear answers help you decide whether this is the right next step before a sales conversation.
What can customers do in a custom portal?
Common uses include viewing account information, tracking progress, uploading documents, submitting requests, approving work and reviewing reports. The right features depend on the recurring interactions in your service.
Can a portal display data from our current software?
Yes, if the source system provides suitable API or data access. We confirm availability, update frequency and ownership before designing the experience around that data.
How is access to customer information handled?
Authentication, account relationships and permissions are designed as core requirements. The appropriate controls depend on the information involved and which users need to view or change it.
Do we need to build every portal feature at once?
No. Starting with the most frequent and valuable customer journey usually makes adoption easier and limits risk. Additional workflows can be prioritised after the first release is in use.
Related expertise
Explore the connected parts of your project.
Internal business software
We build internal business software that brings workflows, approvals, operational data and team responsibilities into a clearer place.
System integration and API development
We develop APIs and system integrations that move approved data between business tools, reduce duplicate entry and make cross-system workflows more reliable.
Mobile app development
We design and build mobile apps for customers, field teams and new digital products, with the backend and operational tools needed to run them.
Start with clarity
Send the requirements you have. We’ll help organise what comes next.
Tell us about the current process, who uses it and the result you need. Early notes, screenshots or spreadsheets are enough to begin.