Logistics

A customer portal for a freight forwarder

Customers book shipments, track them and download their documents themselves, from the data the ERP already holds.

The challenge

Customers call and email to book shipments and to ask where their cargo is. Account managers look everything up in the ERP and answer by hand, and in the busiest weeks the questions bury them.

The solution

  1. 01

    Map the booking and tracking flows with the account managers, and agree what each customer may see.

  2. 02

    Build the portal on the ERP's data: bookings, shipment status and documents, with company accounts and roles.

  3. 03

    Send every change of status by email and in the portal, so customers stop having to ask.