Client Portal for Procurement processes

A smarter, more flexible, and effective tool for your purchase processes, employees, and suppliers. Share documents with your suppliers, updates with confidential information, and review it quickly.

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We have built Client Portal for the companies which regularly interact with customers and partners, it is a safer and more convenient solution for files and documents sharing instead of sending e-mails or sharing files via public "drives". It is powered by Microsoft SharePoint Online which enables you to increase your ROI on your Microsoft 365 (ex-Office365) investment while meeting your company's IT standards and policies.

Разработка мобильных приложений
A SECURE CLIENT PORTAL WITH ALL FEATURES YOU ARE LOOKING FOR
SharePoint to manage contracts
Quickly manage contracts, skip manual steps, and shorten the contract approval lifecycle
centralized storage of electronic documents
Create centralized storage of electronic documents
manage supplier relationships
Track suppliers, manage supplier relationships and collaborate with them
Sharing documents and files, data, custom information
Regular synchronization between the web portal and internal systems of company supports sharing of documents and files, data, custom information as well as order status.
Reduce the amount of money, time, and effort needed to manage
Reduce the amount of money, time, and effort needed to manage and scale content workflows
payment process through automated financial workflows
Simplify and streamline your payment process through automated financial workflows and approval processes
WHY USING CLIENT PORTAL IS SECURE?
Sharing "sensitive" information via e-mails, you run the risk to make a mistake and send it to the wrong recipients.
You grant access only to those employees who need it, as well as access to counterparty representatives.
You can set different access rights, for example, "read-only" option.
The service is protected by the strictest security standards https://www.microsoft.com/en-us/security/business/. In addition, you can use multi-factor authentication.
WHY IS CLIENT PORTAL SO CONVENIENT?
All documents and files to work together with counterparties are stored in one space. No need to search any information in e-mails.
You always know who and when transferred files to the counterparty, or vice versa, when your counterparty shares the files with you.
The documents versioning enables you to track changes and return to a previous version if necessary. Duplicates of documents are not created; you don't have to figure out which version is the latest because it is always stored on the Client Portal.
Sharing large files is no longer a problem.
BENEFITS OF CLIENT PORTAL
You can set your business processes preferences regarding the employees and counterparty's representatives, for example, to coordinate the documents.
Tasks can be automatically assigned to the employees according to the key date calendar and SLA.
Timestamp of file sharing appears on the Client Portal.
Our company works according to the principle of individual approach to every client. This method allows us to achieve success in problems of all levels.
You can chat with your counterpart on a Client Portal or in Microsoft Teams, and save correspondence history with the counterpart, including documents and files.
Co-authoring and co-working with Microsoft 365 (ex-Office 365) documents and files save a lot of time.
HOW DOES IT WORK FOR EVERYONE?
It is a template, each individual case is dealt in accordance with the tasks
PURCHASER

• Receive, register and rank beneficial offers, orders and control the implementation of supply

• Delineate access to sections and requests

• Quickly inform suppliers about purchasing requests

• Monitor fulfillment of requests

• Set up a business process, collect information for tenders and documents for an agreement

• Have the structured information – primary documentation & data of suppliers, goods, services, delivery terms, etc.

HEAD

• Find information and files fast and easily to get your job done

• Be able to reply to any question about contract terms, delivery terms, packaging, labeling, etc.

• Be able to ask outsourcer a question upon request

• Get reminders to get the job done on time

• Create a new request for purchase

EMPLOYEE
SUPPLIER
• Track all transactions and supplies

• Stay updated about the customers' activities to increase outcome

• Control the employees' discipline to make customer satisfied

HEAD
• Find information and files fast and easily

• Requests about the issues forwarded directly to the consulting department

• Create a new request for any data needed for job to be done

• Check one's own requests to customer
EMPLOYEE
IT ON BOTH SIDES
• Trade secret data protection

• Commercial secrets data protection

• Corporate information data protection
IT ON BOTH SIDES