Customer portal Preparing to launch

One system for customers, office staff and contractors, from request to delivery

A production studio's work touches three kinds of people: the customer who orders it, the office that runs it, and the outside contractors who help make it. This is one system where all three work together, from the first request to the final delivery.

Client A production studio working with customers and outside contractors

kinds of user, each with their own workspace
3
proof markup, no emailing files back and forth
On the page
sync with the office's own project board
Two-way

The situation

A job here is not a single order. It is a request that becomes a quote, then files, then work by an outside contractor, then proofs, changes, and finally a delivery. Each step involves a different person, and every one of them needs to know where the job stands.

The office already runs its work on a project board it likes. The new system had to fit around that, not replace it.

What we built

  • Customers start a project through a guided form, approve quotes, upload files, pay, and mark up proofs directly on the page.
  • Every job moves through a clear workflow, from request and quote through production, proofs and delivery, and customer and office see the same status.
  • Office staff, project managers and contractors each get their own workspace and see only what their role allows.
  • Two-way sync with the project board the office already uses, so nothing is entered twice.

Each person sees their part, and only their part

A contractor sees the jobs assigned to them and the files they need, and nothing about pricing or other customers. A customer sees their own projects. The office sees everything. Those boundaries are part of the system itself, not a setting somebody has to remember to switch on.

Where it stands

The portal is built and preparing to launch. We'll update this page once it is in daily use, and we won't add a number to it until there is one we have actually measured.

More work

Start a conversation

Tell us what your business runs on, and where the work gets stuck.

We'll look at how you run, pick the first piece worth building, and show you what it would look like. A first conversation costs nothing. A real person replies within one business day.

(848) 285-5243 hello@flexvivid.com

A real person replies within one business day.