Customer portals
Accounts, requests, bookings, orders, invoices, payments, support, documents and service history.
CUSTOMER & EMPLOYEE PORTALS
Give every user a clear way to connect
Create secure, personalised digital spaces where customers, employees, vendors and partners can access information, complete work and follow progress.
MORE THAN A LOGIN AREA
A connected service environment built around each user.
A useful portal does not merely display information. It brings together the tasks, records, communication and services a person needs to move forward.
Toqsoft designs portal experiences around real journeys: submitting a request, checking an order, downloading a document, approving work, updating details or tracking a case from beginning to completion.
Behind the interface, identity, permissions, workflow and integration keep every interaction secure, relevant and connected to the organisation.
ONE FOUNDATION · DIFFERENT EXPERIENCES
Shape the portal around who is using it.
Each audience sees the services, information and actions appropriate to its relationship with the organisation.
Employee portals
HR services, policies, leave, claims, tasks, approvals, learning, payslips and internal communication.
Vendor portals
Registration, compliance, quotations, purchase orders, delivery updates, invoices and payment status.
Partner portals
Shared opportunities, referrals, resources, cases, agreements, performance and collaborative delivery.
THE SHARED PORTAL FOUNDATION
Simple for the user. Controlled for the organisation.
Every portal experience is supported by secure access, consistent processes and reliable connections to the systems behind it.
Identity & personalisation
Sign-in, profiles, organisations, roles and permissions determine what every user can see and do.
Security & governance
Controlled access, consent, audit trails, privacy rules and secure document handling protect sensitive services.
Workflow & communication
Forms, assignments, approvals, status changes, reminders and notifications keep each journey moving.
Connected information
APIs and integration expose the right data from CRM, ERP, HR, finance, operational and custom systems.
CUSTOMER SELF-SERVICE
Make services easier to access and easier to follow.
Register & manage profiles
Secure onboarding, verification, preferences, contacts, organisations and delegated access.
Request & transact
Applications, quotations, orders, bookings, service requests, renewals, invoices and payments.
Track & communicate
Live status, timelines, messages, appointments, notifications and support conversations.
Access records
Statements, certificates, agreements, receipts, reports and documents in one secure history.
THE CONNECTED EMPLOYEE WORKPLACE
Bring daily work, services and knowledge closer together.
Give employees one dependable starting point for personal services, team responsibilities and organisational information—on desktop or mobile.
CONNECTED TO THE BUSINESS
The portal becomes one experience across many systems.
Connect custom applications, Microsoft 365, SharePoint, Dynamics 365, Business Central, Salesforce, SAP, HR and finance platforms, payment services, document repositories and legacy systems through secure APIs and Azure integration services.
MICROSOFT 365SHAREPOINTDYNAMICS 365SALESFORCESAPAZUREAPIs
FROM JOURNEY TO DIGITAL SERVICE
Launch the right services first. Extend with confidence.
- 01
Understand users
Identify audiences, journeys, pain points, channels, information needs and service expectations.
- 02
Design experience & access
Shape navigation, content, roles, permissions, workflows and responsive user experiences.
- 03
Build & connect
Implement priority services, integrate source systems and test security, accessibility and performance.
- 04
Adopt & evolve
Support rollout, measure usage and satisfaction, and introduce further services in planned stages.
CREATE ONE CLEAR DIGITAL FRONT DOOR
Let’s design a portal people will genuinely use.
Tell us who needs access, what they need to accomplish and which systems hold the information. We’ll help define a practical first release.
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